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About me
Kane Dalley founded Sterling Advice in 2005, and has twenty 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.
Authored by me:
Reviews
5
out of 5 starsKaren
46-55 years old"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."
01 Nov 2018Ian
65+ years old"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."
01 Feb 2018A
35-45 years old"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. "
05 Oct 2017Peta
56-65 years old"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."
04 Oct 2017Helen
56-65 years old"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!"
01 Oct 2017Robert
65+ years old"Kane understands his customers and nothing is an issue for him also it is easy to trust his advice."
23 Oct 2015My Expertise
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Retirement Planning
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Self Managed Super Funds
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Gold
- Years Experience
- 23 Years
- Highest qualification
-
Graduate Diploma in Business (Banking)
- Industry Memberships
-
1 total
- Address
- 35 Seaside Boulevard Unit 7B
Marcoola, QLD, 4564 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Sterling Advice
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
CHARTER FINANCIAL PLANNING LIMITED
-
Licensee owned by
AMP Limited
My Qualifications
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Advanced Diploma of Financial Services (Financial Planning) (2012)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan
-
Diploma of Financial Services (Financial Planning) (2006)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan
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Graduate Diploma in Business (Banking) (2000)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Massey University
My Memberships
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Association of Financial Advisers (AFA)
Level of Membership:
Practitioner Member
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Karen
46-55 years old"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."
01 Nov 2018Customer opinions
Ian
65+ years old"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."
01 Feb 2018Customer opinions
A
35-45 years old"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. "
05 Oct 2017Customer opinions
Peta
56-65 years old"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."
04 Oct 2017Customer opinions
Helen
56-65 years old"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!"
01 Oct 2017Customer opinions
Robert
65+ years old"Kane understands his customers and nothing is an issue for him also it is easy to trust his advice."
23 Oct 2015Customer opinions
alicia
Under 35 years old"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! "
30 Jul 2015Customer opinions
Sandra
46-55 years old"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."
19 May 2015Customer opinions
Debbiie
46-55 years oldN/A
15 May 2015Customer opinions
William
65+ years old"Kane has worked closely with me to attain the best results. I am an active investor and have used Kane to assist in formulating a financial plan in retirement which is now in place and working well. An important feature is my ability to purchase and sell shares when I desire within the guidelines of the North system. and excellent online daily situation reports."
06 May 2015Customer opinions
Anne
46-55 years old"Kane Dalley is a legend. Talking to him is like talking to an old friend. He is understanding and intuitive and measured in his approach. I have recommended him to others who also sing his praises. "
05 May 2015Customer opinions
Peter
46-55 years oldN/A
04 May 2015Customer opinions
Ashley
46-55 years old"Kane is the best financial advisor I have ever had. He explains a difficult subject in very easy to understand terms. He puts your interests first, & will go the extra mile to help you achieve your goals. I regularly recommend Kane to my contacts & have absolute faith when doing so."
03 May 2015Customer opinions
Brad
46-55 years old"I find Kane is very knowledgeable, honest & clear in giving us investment options. We receive regular updates with any changes or opportunities that may arise during the year. He is very approachable at any time & a pleasure to do business with."
02 May 2015Customer opinions
John
46-55 years oldN/A
02 May 2015Customer opinions
Diane
46-55 years old"Its nice to have a financial advisor that is open and honest and is willing to taylor your finances to suit your lifestyle requirements but also keeping in mind your future retirement."
01 Apr 2015Customer opinions
karen
46-55 years old"Kane is very easy to understand and he doesn't try to sell you products that you don't require. He is always available for any questions that you have no matter how small or large and I would highly recommend him."
06 Nov 2014Customer opinions
Andrew
56-65 years old"Kane is one of life's Gentlemen, honest, down to earth and has time for you. Nothing seems too much trouble for him and no matter how obtuse I am when asking questions, he always puts things in perspective and talks in layman's language not babble and buzzwords. As an ex military man with over 30 years service all over the Globe I will be quite frank and state I have not met many people like Kane, customer focused, knowledgeable and takes time to get to know his client. Indeed may family invest with him and I have put friends his way, who all echo these sentiments. I can not understand why he only has a silver rating as it should be at least GOLD or even platinum for such a rare individual. I would have no hesitation in recommending Kane to anyone."
06 Nov 2014Customer opinions
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