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Kane Millard

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Kane Millard is a wealth management professional with a Bachelor of Business from Griffith University in Australia. He studied with the Chartered Institute for Securities & Investments (CISI) and has spent the last five years working in the international advisory space, supporting Private Wealth Directors and their clients with all aspects of financial planning.

Kane has experience reviewing clients’ portfolios, conducting cashflow modeling and projections, and performing investment analysis. His focus lies in helping clients navigate their financial journeys, ensuring their strategies align with their goals. He is currently pursuing further CISI Wealth Management qualifications to deepen his expertise.

Passionate about providing tailored financial solutions, Kane is committed to continually enhancing his skills and delivering lasting value to his clients.

Areas of Expertise

  • Retirement Planning
  • Property Portfolio Advice
  • Cashflow Forecasting & Modelling
  • Wealth Management
  • Insurance & Family Protection
  • Investment Review
  • Investment Portfolio Management
  • Succession Planning

Qualifications & Awards

Bachelor of Business

CISI Introduction to International Securities & Investments

Regions Covered

  • Middle East