Kane Dalley | Principal Adviser & Director

“I look to establish long term relationships with people who are
serious about protecting and growing their financial assets. I am
committed to achieving client objectives and the delivery of exceptional
service.”

Kane Dalley is a Financial Planner, the Founder and Managing Director of Sterling Advice. Kane Dalley is an Authorised Representative of Charter Financial Planning Limited

Kane has a long history in the world of investment and finance and can tailor a plan specific to your needs.

Prior to establishing Sterling Advice Kane was a Senior Investment Adviser and Certified Financial Planner with Spicers Portfolio Management for eight years and managed in excess of $ 40 million dollars on behalf of clients. This included advice on matters such as portfolio construction, tax, estate planning, insurance, retirement planning and wealth creation.

During his time in the US Kane managed a Branch Office for one of America’s premier investment companies in Houston, Texas. Kane has qualified as a General Securities Representative having passed Series 7 exams of the New York Stock Exchange USA Series 6 exams National Association of Security Dealers, USA. Series 63 exams North American Securities Administration Association, USA.

In addition Kane has passed the Group 1 exam Texas Department of Insurance, USA. Variable Contract Agent Texas Department of Insurance, USA. As well, he has passed the IPAC Securities (NZ) course in Financial Planning and Securities Dealing and has both a Diploma in Financial Services and a Graduate Diploma in Business Studies with an endorsement in Personal Financial Planning.