Kane Dalley

Sterling Advice

Gold

27 Yrs Experience

Marcoola, QLD 4564

About Kane
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

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.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Socially Responsible
Tax Strategies
Wills & Estates

5.00 January 2020

'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.'

5.00 January 2020

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.

5.00 November 2018

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.

5.00 February 2018

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.

5.00 October 2017

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.

Adviser status Gold
Rating 5.00
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