Kane Quickensted

Beach Wealth Advisers

Gold
14 Yrs Experience
Belmont, VIC 3216

Recent reviews

Beach Wealth Advisers

71 Roslyn Rd
Belmont, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Sgn Financial Pty Ltd

AFSL 490523

5.00
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Kane has been my trusted adviser for several years now and I'm 100% confident is his ability to provide the best advice for my circumstances. We're self employed and have two young children so heavily rely on Kane's advice. I recommend Kane to family and friends without hesitation. Kane is responsive and attentive to our needs. Thanks for all your help over the journey."

  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Beach Wealth Advisers Kane Quickensted is a Financial Adviser with that company. He is a very knowledgeable person we have total trust in his advice. Marian"

  • Government Assistance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We recently visited Kane to look thoroughly into our pension payments and superannuation investments. Kane was extremely knowledgeable in every aspect of pensions, tax, Centrelink planning that we required. Kane took the time to explain everything to us so that we clearly understood everything that he recommended. I would highly recommend Kane's services to anyone who needed financial planning, we couldn't be happier with the service we received. Thank you, Kane."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kane is a very professional in his advice and has helped put steps in place to help better prepare me for the future."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kane has always been considerate of my lifestyle needs and available resources, when providing informed and sound management of my financial situation. He explains financial strategies to me in a clear and informed manner, and I have found him to be readily contactable. Coupled with his skills in financial management, it is the effort Kane makes to understand his clients individual lifestyle and interests, that is important to me."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"very easy to talk to and to understand"

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kane has been a great help in giving us financial peace of mind."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kane and Tim and the Beach Wealth team were able to simplify management of our existing assets ensuring a regular monthly income stream. This provides security and takes pressure off. Any questions we ask are responded to promptly. Dealing with Centrelink on our behalf which is absolutely a huge support. We’re so happy with the support provided and highly recommend Kane."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always listens carefully to concerns or problems and is thorough about finding solutions or strategies. Always available at office or on phone."

  • Government Assistance
  • Superannuation
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I couldn't recommend Kane's services more highly, and have done so for several of my friends, family and colleagues. Kane is personable and easy to relate to, and yet I have found his professional ability to grasp and interpret the complexities of financial planning to a layman like myself, extremely valuable ( and a relief)"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning, Finance and Economics)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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