Kane Dalley

Sterling Advice

4.95
20 Reviews
Gold
27 Yrs Experience
Marcoola, QLD 4564
Kane Dalley founded Sterling Advice in 2005, and has over twenty five years experience as a financial adviser. He helps clients achieve their financial objectives and lifestyle goals. Kane guides his clients through the ever changing superannuation landscape, and helps to clear the confusion of the seemingly endless rules and regulations. He enjoys seeing clients gain the confidence to make informed decisions so they can get on with enjoying the things that matter most to them. Prior to establishing Sterling Advice Kane was a Senior Investment Adviser and Certified Financial Planner (NZ) with Spicers Portfolio Management providing advice on matters such as portfolio construction, tax, estate planning, insurance, retirement planning and wealth creation.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 20
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Graduate Diploma of Business Studies (Personal Financial Planning)
  • Language spoken
    • English

Sterling Advice

Unit 7B, 35 Seaside Boulevard
Marcoola, QLD 4564

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Charter Financial Planning

AFSL 234665

4.95
20 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 20

Sort by

5.00

"'Kane has given me advice in areas including super, investments and managing debt. Kane was able to explain things to me in a clear way. Through Kane's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Kane's full care and attention when I needed it.'"

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

"Kane is always open to ideas & my thoughts and provides advice which offer options for me for my future, in particular with my aim for retirement in a few years. I know that Kane is willing to assist in not only our face-to-face meetings, but at any time where I may contact him either via phone or e-mail. Kane provides me with great assurance as my financial advisor and I feel very comfortable in dealing with him."

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

"A newbie to Self Managed Super Funds and quite frankly, not really taking responsibility for our future finances, it is comforting to have full confidence in Kane and his advice. He is personal and takes his role extremely seriously whilst maintaining a real world view. I have, and will be, fully recommending his services to anyone who indicates financial direction."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kane has been our very valued and trusted financial advisor for over 10 years now. He has gone above and beyond by way of practical advice and support in all the ups and downs of our financial circumstances to date. We highly recommend Kane to anyone seeking a stable support in management and planning for financial security."

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

"Kane is the most astute, empathetic & professional financial advisor I have worked with. His integrity & down to earth nature will make you feel instantly comfortable. Kane has contributed greatly to not only to our wealth management, but that of many people I know for assets and growth. What he has achieved for people with traumatic and life insurance requirements has made an emotional impact on us. Couldn't recommend Kane higher."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Kane Dalley profile photo

Kane Dalley responded on October 2017

"Thank you so very much for those remarkably kind words. What a wonderful way to start my day reading your generous comments. We have really had our lives enriched enormously, personally and professionally on all fronts in the work we do together. Thank you so much."

5.00

"Kane has been amazing with helping us through the process of deciding what we needed for our future. It is all a bit overwhelming and Kane made making our decisions easy. Thank you so much."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Kane Dalley profile photo

Kane Dalley responded on October 2017

"Thank you so much Peta for your kind words, it has been and continues to be a real pleasure to work with you Neil, thank you."

5.00

"I cannot thank Kane enough for his help and expertise. He has a wonderful calm and easy manner, responds quickly and constructively to all enquiries, and has achieved excellent financial outcomes for me. Kane's advice and help have improved my quality of life substantially, and I therefore recommend anybody needing financial advice to look no further!"

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

"Kane understands his customers and nothing is an issue for him also it is easy to trust his advice."

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

"I would like to thank Kane Daley from sterling advice for all his help and assistance with my sick mothers superannuation. The outcome Kane achieved was the best thing our family could of hoped for. We would of not of got this result without all his hard work! Kane made us feel very comfortable and we knew we had he right person fighting on our behalf and doing everything in is power to help us get what we needed. We are over the moon and very thankful for all Kane's help. A special mention to karen from sterling advice also, Thank You for all help it is very much appreciated!"

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kane has a gentle approach to teach clients the world of investment. We have trusted him to play with our investments for many years and will continue to do so."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 20

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

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

Qualifications & Training

Graduate Diploma of Business Studies (Personal Financial Planning)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Massey University
Completed
2001

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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