About us

Certified Financial Planner & Director

I founded Dalton FP in 2012 to combine my passion for finance with meaningful client relationships.

Certified Financial Planner

I help clients overcome financial challenges with nearly a decade of experience.

Certified Financial Planner

After five years at Dalton FP, I find fulfillment as a financial planner, gaining insights from diverse clients.

Financial Planning Associate

I’m motivated by the joy of helping clients achieve their lifelong goals through our strategies.

Client Services Manager

As a team Manager in Client Services at Dalton FP, I excel at organising tasks and improving operations.

Senior Client Services

Bringing over 13 years of experience and a passion for helping clients and their experience with Dalton FP.

Client Services & Marketing Manager

Client Services

I warmly welcome clients and use my five years of experience to help them reach their goals.

Client Services & Administration

I’m passionate about delivering friendly, detail-oriented support to enhance customer satisfaction.

Client Services (Offshore Team)

Paraplanning Team Leader

Leveraging over 10 years of financial planning experience to help clients achieve their goals.

Paraplanner (Offshore Team)

With seven years in finance, I ensure every client interaction is seamless and rewarding.

Paraplanner (Offshore Team)

Since 2016 I’ve progressed from Paraplanner to specialist in Australian financial planning.

Financial Planner & Partner

I am dedicated to client success while enjoying life on the Sunshine Coast with my family.

Financial Planning Associate

I love helping clients achieve their financial goals while enjoying life with my husband and two young daughters.

Financial Planning Associate

I am committed to providing exceptional financial advice to our clients.

Financial Planning Associate

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 Loan Manager

Leveraging 20 years of finance experience to help clients find the right home loan while enjoying family time and sports.

Lending Consultant

Bringing over 25 years of finance experience to deliver efficient home loan services while enjoying time with my family.