Senior Wealth Adviser 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.
Wealth Adviser 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.
Associate Wealth Adviser
Qualifications: Advanced Diploma of Financial Planning, currently completing Master 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 centred 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.
Qualifications: Diploma of Financial Planning, Advanced Diploma of Business Management, Advanced Diploma of Marketing.
I commenced my career in the accounting side of media. I then shifted into family law and business administration before joining the Dalton Financial Partners team in June 2016. I have personal experience and an interest in property investment, stemming from a family background that is predominant in the property development industry. I am currently working part-time and I relish spending the rest of my time with my two boys and husband.
My interests include decor, music and cooking.
Qualifications: Advanced Diploma of Business and Marketing, Certificate IV in Financial Services, currently completing Diploma of Financial Planning
I joined Dalton Financial Partners in January 2017. I have over 20 years of experience in multiple roles in the financial services industry, held mainly within large corporates. After taking a break from corporate life and travelling extensively, I wanted to work in an environment that truly cared for client’s finances. I started work in small community banks at first, but after having a family of my own, I found the financial planning industry more personal and suitable. I am currently working part-time and spend the rest of my time with my kids and husband.
My interests include going to the beach, music and walking my dog.
Qualifications: Diploma of Financial Planning, currently completing 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.
Rue Shen Lee
Qualifications: Currently completing Bachelor’s degree at University of QLD
I started my internship with Dalton Financial Partners in April 2018. I am currently in my final year at University of Queensland completing a Bachelor of Finance.
Aside from work and studies, I also enjoy participating in sports such as swimming and running.