Sandgate Team
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Josh Dalton
Certified Financial Planner & Director
I founded Dalton FP in 2012 to combine my passion for finance with meaningful client relationships.
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Luis Arguello
Financial Planner
I help clients overcome financial challenges with nearly a decade of experience.
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Mary Ann Almasan
Financial Planner
After five years at Dalton FP, I find fulfillment as a financial planner, gaining insights from diverse clients.
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Denyse Wong
Financial Planning Associate
I’m motivated by the joy of helping clients achieve their lifelong goals through our strategies.
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Sarah Mazzaglia
Financial Planning Associate
Leveraging over 10 years of financial planning experience to help clients achieve their goals.
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Sally Foster
Client Services Team Leader
As a team leader in Client Services at Dalton FP, I excel at organising tasks and improving operations.
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Jasmine Mortimer
Client Services & Marketing Manager
I find it most rewarding to engage with diverse people and positively impact their day.
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Bronwyn Cooper
Client Services
Bringing over 13 years of experience and a passion for helping clients and their experience with Dalton FP.
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Madonna Williamson
Client Services & Administration
I warmly welcome clients and use my five years of experience to help them reach their goals.
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Michelle Santa Maria
Client Services (Offshore Team)
Bringing over 5 years of experience in customer service and sales to build lasting client relationships.
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Allen Masauding Cartagena
Paraplanner (Offshore Team)
With seven years in finance, I ensure every client interaction is seamless and rewarding.
Sunshine Coast Team
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Paul Bugno
Financial Planner & Partner
I am dedicated to client success while enjoying life on the Sunshine Coast with my family.
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Sarah Macek
Financial Planning Associate
I love helping clients achieve their financial goals while enjoying life with my husband and two young daughters.
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Tony Massingham
Financial Planning Associate
I am committed to providing exceptional financial advice to our clients.
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Farrell Tanuco
Client Services (Offshore Team)
Bringing five years of customer service experience, and I'm dedicated to client satisfaction while enjoying quality time with my family and exploring new activities.
Dalton Finance
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Shane Cook
Dalton Finance Loan Manager
Leveraging 20 years of finance experience to help clients find the right home loan while enjoying family time and sports.
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Kylie Phillips
Lending Consultant
Bringing over 25 years of finance experience to deliver efficient home loan services while enjoying time with my family.