Kane Ellery

Senior Adviser

Biography

With over 14 years of experience, Kane is a highly motivated senior financial advisor who takes the time to understand clients' personal circumstances, aspirations, and concerns. Kane goes beyond the numbers to develop a comprehensive financial plan that aligns with the lifestyle and future of his clients.

Whether you're just starting out, building wealth, or planning for retirement, Kane helps clients to navigate the complexities of finance and achieve their unique goals. He believes in building strong rapport with his clients and fosters a collaborative environment where open communication and clear explanations are paramount.

Kane holds a Graduate Diploma of Financial Planning and a Diploma / Advanced Diploma of Financial Services/Financial Planning, an SMSF accreditation and is a member of SMSF Association and the Financial Planner AFP®. Currently, Kane is studying to obtain his Master's of Financial Planning.

My Specialities

Wealth Management
Office Location
Findex Sydney
Level 24, 1 O'Connell Street
Sydney, NSW 2000
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