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.

Client Success Manager & Team Leader

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

Client Success Manager & Head of Experience

I find it most rewarding to engage with diverse people and positively impact their day.

Client Success Manager

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

Client Success Manager

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

Paraplanning Team Leader

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

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

Financial Planning Associate

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

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.