Certified Financial Planner and Director
Qualifications: Bachelor of Business (Business Management), CERTIFIED FINANCIAL PLANNER® , FPA member, Diploma of Technical Analysis, SMSF, Gearing and ASX accredited.
I joined the financial services sector in 2005. I am good 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.
Financial Planner and Partner
Qualifications: Bachelor of Business (Accounting), Advanced Diploma of Financial Planning.
I joined Dalton Financial partners in October 2015 as a self-employed partner. After a successful career as a bank financial planner, I felt it was time to go out on my own. Becoming self-employed means more freedom to do what’s right for the client.
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.
I love working at Dalton Financial Partners because all our Wealth Advisers are real ‘partners’ in the business. This means that Advisers have a long-term commitment to our business and our clients.
Qualifications: Graduate Diploma of Financial Planning, currently completing 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.
Client Service Manager
Qualifications: Diploma of Financial Planning, Advanced Diploma of Business Management, Advanced Diploma of Marketing.
I joined Dalton Financial Partners in 2016. My experience in accounting, family law and business administration has been crucial to the skills I now use every day providing effective communication with our clients. Being diverse is key as we specialise in clients across a diverse range of industries.
I have personal experience and interest in property building, investment and design, adding to this through the completion of my financial studies I have attained a broad knowledge of financial services and I use this to obtain the best outcome for our clients. Having an innate ability to connect with people and the drive to work with a team who make goals and dreams a reality is paramount.
When I’m not at work, I enjoy watching my sons at their sporting games, spending time with family, cooking and listening to music.
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.
Financial Planning Associate & Marketing Manager
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 an Associate Financial Planner. An upside to my role is bring able to see how each marketing campaign assist with attracting new enquiries. 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.
Qualifications: Currently completing Bachelor of Commerce (Finance) at Griffith University.
I am currently in my last year studying Bachelor of Commerce majoring in financial planning at Griffith University. I started my internship at Dalton Financial Partners in February 2019 and soon transitioned into a Client Services role.
My interests includes playing soccer and bowling as well as reading books.
Receptionist & Administrative Assistant
Qualifications: Currently completing Bachelor of Applied Financial Advice at Griffith University.
I joined Dalton Financial Planners in 2020 as a reception/administrative assistant. I am currently studying Financial Planning and Business through Griffith University and hope to be a Financial Planner within this company someday. In my spare time I enjoy spending time with loved ones (including my puppy), jet skiing and eating pasta.
Qualifications: Certificate IV in Superannuation, Certificate IV in Training and Assessment, Certificate II in Business, currently completing Bachelor of Applied Financial Advice at Griffith university.
I joined Dalton Financial Partners in July 2019. I have over 20 years of experience in the wealth management (life and super) sector of financial services. I have a strong background in superannuation, group life insurance policies, standalone insurance policies, insurance claims & training.
I am passionate about the benefits of great financial advice and I have seen the other side when something does happen, clients and families not having adequate measures in place. This means on top of the emotional stress they are facing financial stress as well. I really believe in Josh and I know he works to put his clients in a better position in life.
I have 3 young children and my interest includes hiking, seeing the sunrise and I am a big supporter of philanthropy.