Anthony Kane

Blue Harbour Financial Partners

Gold
19 Yrs Experience
Cleveland, QLD 4163
I'm Anthony Kane, and I am a Financial Planning professional based in Cleveland, Queensland and I regularly travel to see clients all around South East Queensland, such as Ipswich, Scenic Rim, Lockyer Valley and the Southern Downs. My aim is to be clear and straight to the point, explaining any jargon to help clients quickly understand their options.  My passion to genuinely help others is born from my own life experience that solid financial planning makes a substantial difference in peoples lives. I have over 20 years financial planning experience specialising in helping individuals, couples and families plan to secure their future, with a focus on members of the ADF and Emergency Services and their unique circumstances. My goal is to provide you with certainty, security and the peace of mind knowing that youir financial future is taken care of.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 7
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Blue Harbour Financial Partners

Level 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190

4.65
7 Reviews
5
4
3
2
1
4.80
Clear communication
4.45
Knowledge & expertise
5.00
Customer care
4.35
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Very happy with the information and expertise received from Anthony. Very easy to talk to and extremely approachable."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have found Anthony Kane to be a prompt, direct and friendly person. His advise to us has been sound and it has been no trouble for Anthony to explain the more complex pieces of our super fund. We appreciate Anthony providing us with a clear picture of today's economic situation and what to anticipate in these uncertain times whilst still giving us the confidence to pursue our retirement objectives."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Toni 4341he is looking after our investment very well"

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

"Anthony is always helpful and answers any questions we may have about our investments. He is never pushy about what we should do but does explain things so we can make an informed decision ourselves. He is respectful of the fact that my husband has hearing problems but speaks to both of us, not addressing everything to me. We are so pleased that the Heritage Bank pointed Bridges Finance in our direction and hope we can have Anthony's advice for many years. Thank you Anthony."

  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We recently had our annual appointment with Anthony. We are still getting to know him as we had dealt with Todd for many years. Anthony was friendly and knowledgeable. We have been happy to follow any advice forwarded by Bridges as we feel you are the experts and this is what we are paying for. Anthony mentioned that there will be changes to the company in the near future and we will be interested in learning just what this means to us."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"My husband and I recently did our annual review and also got information on my husbands elegibility for aged pension this year."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We found Anthony every easy to communicate with at all times. Very friendly and helpful."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Growing Assets

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
1999

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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