Dane Pevy
Senior Financial Adviser
Dane has been in the financial services industry since 2009, after completing his commerce degree from Griffith University. Dane has worked in all facets of the financial planning industry including as a Client Service Officer, a Paraplanner, Provisional Adviser and now as a Senior Financial Adviser. Dane is passionate about helping clients achieve their financial and lifestyle goals.
Outside the office, Dane loves spending time with his wife and three children and enjoys all things within the pop culture and podcasting space.
Testimonials
“Have dealt with Dane for years and are happy to continue doing so. We think he’s more of a friend than a financial adviser. Would recommend to anyone looking for advice.” – Robyn Palmer
“My first experience with a financial planner and Dane came highly recommended. Dane was very diligent, patient and thorough in his research and advice. Great to deal with. Sabina was a terrific support too.” – Michelle Adams
Experience
- Senior Financial Adviser at KDM Financial & Estate Planning, 2021 – Current
- Senior Associate Advisor at KDM Financial & Estate Planning, 2020 – 2021
- Strategist at Barlow Consulting Group, 2013 – 2020
- Adviser Service Officer & Paraplanner at Focus Private Wealth, 2009 – 2012
Qualifications
- Master of Financial Planning at Kaplan Professional
- Bachelor of Commerce, Financial Planning, Banking and Commerce at Griffith University
- Self-Managed Superannuation Fund at Mentor Education
- Advanced Diploma of Financial Planning, Financial Planning and Services at Monarch Institute
