Josh Dalton

Certified Financial Planner & Director

Josh Dalton

Certified Financial Planner & Director

Qualifications: Bachelor of Business (Business Management), CERTIFIED FINANCIAL PLANNER® , FPA member, Diploma of Technical Analysis, SMSF, Gearing and ASX accredited.

I enjoy working with people and numbers, so finance was always going to be a good fit for me. The best thing about my job is the variety of people I get to meet and work with. Everyone is so unique, has a different perspective on life and strive for different dreams and aspirations. It had always been a dream of mine to start a business. This led to the founding of Dalton Financial partners in January 2012.

Financial success is important, but I believe that relationships are the most fulfilling part of any career or personal journey. At Dalton Financial Partners, we are looking to build a well respected and high-quality boutique practice where we can foster long-term relationships with our clients.

Outside of work, I enjoy playing tennis, fishing, overseas travel and I am an aspiring philanthropist.

Paul Bugno

Financial Planner and Partner

Paul Bugno

Financial Planner and Partner

Qualifications: Bachelor of Business (Accounting), Advanced Diploma of Financial Planning.

I joined Dalton Financial partners in October 2015 as a Partner in the business. After a successful career as a bank financial planner, I felt it was time to go out on my own.

I grew up on a farm in regional New South Wales and I come from a large family. I am currently based in Coolum on the Sunshine Coast, but I look after clients all over Queensland.

In my time off I enjoy socializing, being outdoors, playing and watching all sport, and spending time with my wife and our beautiful  daughter.

I love working at Dalton Financial Partners because we have a long-term commitment to our business and our clients.

Greg Tasney

Financial Planner

Greg Tasney

Financial Planner

Qualifications: Graduate Diploma of Financial Planning, Masters of Financial Planning.

I joined Dalton Financial Partners in May 2014. I have over a decade of experience in multiple roles in the financial services industry. After spending most of these years in large companies I felt that I needed to break away from the machine. The work I do at Dalton Financial Partners is truly centered on our client’s welfare and not just on revenue. In our business, there are no barriers between us and our clients. My long-term future is with Dalton Financial Partners.

Away from work, I am a busy dad and am active in my role as Co-ordinator of the Rocky Waterholes Bushcare Group as well as other natural environment activities.

Tim Swainston

Financial Planner

Tim Swainston

Financial Planner

Qualifications: Bachelor of Business and Commerce (Applied Finance) with Distinction, Diploma of Financial Planning.

After working in varying industries across my career, I reflected and realised that I enjoyed working with people first and foremost. Building relationships with people and helping them solve a problem and improve their situation resonated with me. My interest in finance and markets led me to study, and my experience thereafter led me to financial planning. I strive to learn my craft well- I’m committed to ongoing professional development, so that I can make a resounding impact on my clients’ lives now and into the future.

I enjoy getting outdoors with my wife and two daughters along the many beautiful foreshores and parks of Moreton Bay, fishing, running, enjoying good food and catching up regularly with family and friends for coffee.

Denyse Wong

Financial Planning Associate

Denyse Wong

Financial Planning Associate

Qualifications: Bachelor of Business Management (International Business), currently completing Graduate Diploma of Financial Planning.

I joined Dalton Financial Partners in March 2019. I started my journey here at Dalton FP as a Marketing intern before slowly transitioning into the Marketing Manager and then Associate Financial Planner. The work we do at Dalton FP is truly remarkable as we get to assist clients in achieving their goals be it financial or aspirations. Everything we do is in the best interest of our clients.

Aside from work, I enjoy spending my time cooking, snorkelling and interior decorating.

Mary Ann Almasan

Client Services

Mary Ann Almasan

Client Services

Qualifications: Bachelor of Commerce (Financial Planning) at Griffith University, currently completing Graduate Diploma of Financial Planning.

I completed my Bachelors degree in 2020. I started as an intern at Dalton Financial Partners in February 2019 and have transitioned into a Client Services role which I really enjoy. The diverse range of clients we work with means I get to learn a lot.

My interests includes playing soccer and bowling as well as reading books.

Jasmine Mortimer

Marketing & Administrative Assistant

Jasmine Mortimer

Marketing & Administrative Assistant

Qualifications: Currently completing Diploma of Social Media Marketing.

I joined Dalton Financial Partners in March 2020 as a Receptionist. Since then I have transitioned into a Marketing / Administration Assistant role which has allowed me to expand my overall knowledge in Business and gives me the opportunity to be creative. What I enjoy most about my role is meeting new people and bringing a smile to everyone’s day.

In my spare time I enjoy spending time with my loved ones (including my puppy), jet skiing, fishing and eating pasta.

Sally Foster

Client Services

Sally Foster

Client Services

Qualifications: Diploma of Accounting

I joined Dalton in 2021 as a Client Services Officer. I love to organise, plan and schedule, which is why Client Services is a perfect fit for me. The best thing about my job is the opportunity to do a variety of tasks throughout the day and create processes to make the organisation run at its best.

Outside of work I love running, mostly after my two young boys, but also along the beautiful waterfront at Sandgate. I also enjoy reading, listening to podcasts, cooking and spending lots of time exploring Brisbane.

Sarah Mazzaglia

Client Services

Sarah Mazzaglia

Client Services

Qualifications: Diploma of Financial Planning

I joined Dalton Financial Partners in 2021 as a Client Services Officer. I have over 10 years experience working in the financial planning industry, including in administration, client services and paraplanning. I love working as part of a team that genuinely help our clients achieve their goals, and Dalton FP’s personalised approach means my role is varied and interesting every day.

Outside of work I enjoy spending time with my two young children, especially exploring the local parks and foreshore with our puppy. I also enjoy reading, cooking and painting in my spare time

Samuel Ringer

Intern

Samuel Ringer

Intern

Qualifications: Currently completing a Bachelor of Commerce (Financial Planning) at Deakin University.

I am currently studying a Bachelor of Commerce, Majoring in Financial Planning expecting to graduate at the end of 2022. I started at Dalton Financial Partners in November 2021 as a Financial Planning Intern and I am excited to see what my future holds.

My interests are travelling, golf, watching all sorts of sport especially Formula 1.

Tony Massingham

Client Services

Tony Massingham

Client Services

Qualifications: Diploma of Financial Planning, Diploma of Business (Frontline Management).

I joined Dalton Financial Partners in July 2020 after a career of over 40 years with a major Australian bank in roles including Branch Management, Financial Planning and Compliance.

Working for Dalton Financial Partners allows me to continue to assist with the delivery of high quality financial advice to our clients.

Sarah Macek

Client Services

Sarah Macek

Client Services

Qualifications: Diploma of Financial Planning, Bachelor of Business (Finance).

I joined Dalton Financial Partners in March 2018. I have worked in multiple roles for corporate banks over the past 12 years. The best thing about my role with Dalton Financial Partners is being able to see clients achieve the things in life that they may not have thought financially possible without our advice. Dalton Financial Partners individualistic approach to each of our clients gives me plenty of variety in my role, which I love.

When I am not at work I love spending time with my husband and two young daughters. I also really enjoy travelling and cooking.

Meet our Partners


© Dalton Financial Partners 2021. Dalton Financial Partners ABN 74 531 948 557 is Corporate Authorised Representative No. 418220 and Bugno Pty Ltd
ABN 12 799 201 570 is Corporate Authorised Representative No. 1261912 of Dalton Financial Services AFSL No. 530255