Mary Ann Almasan

Financial Planner (Provisional)

I completed my Bachelors degree in 2020. I have over half a decade of experience in the financial services industry. I started as an intern at Dalton Financial Partners in February 2019 and have slowly transitioned into client services and then an associate role which I really enjoy.

The diverse range of clients we work with means I get to learn a lot.

Aside from work, my interests includes travelling and reading books.

Qualifications

Bachelor of Commerce (Financial Planning) at Griffith University

Currently completing Graduate Diploma of Financial Planning

Currently completing Professional Year