Kane Cox

AGS Financial Group Pty Ltd

Bronze
9 Yrs Experience
North Sydney, NSW 2060

I am Kane Cox, a dedicated Financial Planner and Lifestyle Strategist committed to helping my clients achieve their financial and lifestyle goals, regardless of their current financial status. My focus is on developing comprehensive and realistic financial plans, aiming to alleviate stress and provide my clients with the time to focus on what truly matters to them. I am available four days a week at our Miranda office and one day a week in North Sydney. My approach is client-centric, emphasizing the importance of tracking goals and empowering my clients to lead fulfilling lives. With a professional commitment to financial well-being and a wealth of knowledge, my goal is to guide my clients through their financial journey with a personalised and compassionate touch.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

AGS Financial Group Pty Ltd

Suite 3, Level 8, 8 West St
North Sydney, NSW 2060
Suite 16, Level 1, 29 Kiora Rd
Miranda, NSW 2228

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706