Accelerating Forward: Dalton FP at Netwealth Summit 2025

Luis and Liam had a blast at the Netwealth Accelerate Summit 2025 in Melbourne! The day buzzed with ideas on AI, tech, client engagement, and fresh ways to keep advice innovative and fun. From energising talks to hands-on sessions, they’re bringing back plenty of inspiration to help Dalton FP—and our clients—thrive, now and in the future.

Why Transparency in Financial Advice Matters

Following the recent 60 Minutes story about the collapse of First Guardian and Shield Master funds, we wanted to share our thoughts on this situation. Please note that Dalton Financial Partners has no association or involvement with either First Guardian or Shield.

The failure of these funds has left around 12,000 Australians out of pocket after advisers and trustees pushed people into high-risk investments without proper transparency or oversight. Investigations revealed serious mismanagement and misleading advice, exposing gaps in the protection clients expected for their retirement savings.

This incident underscores the importance of transparency and good governance in financial advice. Clients should always ask how advisers are paid and understand what their money is being invested in. Good planners are up front about fees and never recommend products based on hidden sales incentives or commissions. Many of the failed fund recommendations originated in cold calls—a clear warning, as sales-driven advice is never in your best interests.

First Guardian and Shield Master fund invested in complex and high-risk ventures, including overseas property developments and related-party transactions. For example, First Guardian allocated superannuation funds to a brewery project and property deals linked to its director, often without adequate disclosure to clients, leaving many unaware of the real risks involved.

At Dalton Financial Partners, our fee structure is transparent, and we receive the same payment regardless of which products we recommend, ensuring our advice is always geared toward your best interests. We never cold call, and our recommendations are based on experience and genuine care for our clients. We strive to ensure you understand your investments, preferring transparent superannuation platforms like Wrap accounts.

It’s also important to clarify that while the 60 Minutes story suggested a total loss for the affected clients, many should recover a portion of their funds as remaining fund assets are sold down. In addition, firms like ours contribute to the Compensation Scheme of Last Resort (CSLR), a special fund designed to help compensate those impacted by Advice failures—making financial advice the only industry in Australia to offer this extra protection for consumers.

As always, if you have any questions or concerns you would like to discuss, please reach out.

Dalton Finance in the Community

Gold Sponsorship – St Kieran’s Primary School, Brighton

At Dalton Finance, we believe that supporting families goes beyond financial services—it’s also about investing in the communities we serve.

That’s why we’re proud to be a Gold Sponsor of St Kieran’s Primary School Brighton and their much-loved “Christmas in July” Fete 2025.

This wonderful event is all about bringing people together, fostering connection, and celebrating the spirit of community. For us, sponsorship is more than a contribution—it’s a commitment to helping create experiences and opportunities that benefit local families now and into the future.

We’re excited to celebrate alongside St Kieran’s and look forward to continuing our support of initiatives that make a lasting difference in the community we’re lucky to be part of.

A little goes a long way💙

We’re incredibly proud to share that, thanks to the generosity of our amazing clients and partners, Dalton Financial Partners raised $16,650 for the 2025 Vinnies CEO Sleepout! 🙌💙

Your support is helping to provide shelter and support for those experiencing homelessness in our community. We couldn’t have done this without you!

A huge thank you to everyone who donated, shared, and stood with us. Together, we’re making a real difference.

Supporting Our Client’s

We’re proud to share the inspiring journey of one of our valued clients who recently participated in the Variety 4WD Adventure—a challenging multi-day event dedicated to supporting Aussie kids in need. With determination, resilience, and the support of Dalton Financial Partners, our client took on this adventure to help make a meaningful difference in the lives of children facing tough circumstances. We were honored to contribute to this cause and support our client’s commitment to giving every child a fair go.

Together, we helped raise vital funds that will provide essential support to children who are sick, disadvantaged, or living with disabilities. We believe every child deserves the opportunity to follow their dreams and reach their full potential, and we’re proud to stand behind initiatives that make this possible.

— The Team at Dalton FP

Hope Starts Here

This year, our team at Dalton Financial Partners is proud to support the Vinnies CEO Sleepout, raising funds and awareness for Australians experiencing homelessness.

On June 19th, we’ll be sleeping out in the cold to help provide safe housing and vital support. Every donation makes a difference—let’s show our community cares. 💙

Support us here: https://www.ceosleepout.org.au/fundraisers/daltonfinancialpartners

Vinnies CEO Sleepout 2025

In 2023, a group of us at Dalton FP took part in the Vinnies CEO Sleepout, stepping into the shoes of those facing homelessness. On June 22nd, we experienced the cold, rain, and sleeplessness that so many endure nightly. Thanks to the generous support of our clients, friends, and family, we raised $12,600—a humbling achievement that reminded us how fortunate we are to have homes, meals, and loved ones to rely on.

Re-Launching the Mission in 2025

Now, two years later, we’re preparing to take on the challenge again. On Thursday, June 19th, 2025, Dalton FP will once more participate in the Vinnies CEO Sleepout. This time, we’re setting an ambitious goal: to raise $15,000 for this vital cause.

Homelessness remains a pressing issue in Australia, and its presence is becoming increasingly visible in our local communities. We see it in the tents set up in parks and the cars that have become temporary homes for those with nowhere else to go. This is not just a social issue; it's a national crisis that demands our attention and action. The latest projections indicate that there will be approximately 127,680 homeless people in Australia by 2025, highlighting the urgent need for support.

How You Can Help

We can’t do this without your support. Here’s how you can get involved:

• Donate: Every dollar counts! Your contribution will go directly toward providing shelter, warm meals, and essential services for those in need.

• Spread the Word: Share our mission with your friends, family, and colleagues to help us reach our $15,000 goal.

• Reflect and Act: Take a moment to consider how you can make a difference in your community—whether it’s through volunteering or simply showing kindness to someone in need.

Why This Matters

We believe that a city is measured by how it helps its most disadvantaged. Homelessness is not just about statistics; it's about people who deserve dignity and support. Participating in the Vinnies CEO Sleepout is more than just one night out in the cold—it’s about standing in solidarity with those who face these challenges every day and taking action to create change.

Let’s come together as a community once more to make a difference. Join us on this journey as we strive to raise $15,000 and continue supporting Vinnies’ incredible work.

Together, we can help bring hope and warmth where it’s needed most. See you on June 19th!

SMSF Conference in Melbourne

Josh attended the SMSF conference in Melbourne last week, dedicating time to expanding his knowledge and staying ahead of industry trends. By learning from experts and exploring new strategies, he’s committed to finding innovative ways to improve and support our clients. Continuous learning means better outcomes for those we serve! #SMSF #ContinuousGrowth #ClientFirst #AlwaysLearning

We bought a new office!!

After months of planning and hard work, we’re excited to share that we've moved into a brand-new office space!

Our new location offers fresh, modern surroundings with beautiful views of Coolum Beach – a perfect spot for the next chapter in our journey. We’re looking forward to welcoming you to our new space and continuing to support you from this wonderful location. 🌊

This year, we’re excited to enhance your experience by introducing an online booking system for review meetings. Approximately six weeks before your scheduled meeting, you’ll receive an email with a link to our booking page, allowing you to select a convenient time that works for both of us.

📍 Find us at:
Unit 21/1776 David Low Way,
Coolum Beach QLD 4573

Here’s to new beginnings! 🌱
#DaltonFinancialPartners #NewOffice #CoolumBeach #ExcitingTimes #NewChapter #Coolum

Chickens and Christmas Cards: A Gift That Keeps on Giving

Writing Christmas cards for our amazing clients has become quite the task—but it’s all worth it! This year, each card we send does more than spread holiday cheer. For every card, we’re donating a chicken to a family in need through Caritas Australia.

Chickens provide food and income, helping families become self-sufficient. It’s a small way to give back, and we’re proud to share this with you.

To all our wonderful clients: your support means the world to us. Here’s to a joyful season and making a difference together!

#Caritas#Grateful #ChristmasCheer #SeasonOfGiving

Celebrating 10 Years of Partnership! 🎉

This month marks a special milestone for Dalton Financial Partners as we celebrate the 10-year anniversary of Paul Bugno joining the firm as a partner. 🙌

Paul, your dedication, vision, and unwavering support have been instrumental in shaping the company’s success. Your positive attitude towards business and commitment to your family inspires us all.

Thank you for being our partner in this journey!

Here’s to many more years of growth and success together! 🥂💼 #Anniversary #Teamwork #Gratitude

Hard work pays off! 🎉🎓

We’re thrilled to congratulate Denyse and Luis on their graduation with a Graduate Diploma in Financial Planning from Kaplan! Their hard work and dedication have truly paid off.

As valued members of our team, they’ve consistently inspired us with their commitment and enthusiasm. We can’t wait to see how they apply their new skills in the future!

Here’s to Denyse and Luis—cheers to your bright futures! 🎓✨

Bridge to Brisbane ✅

We're thrilled to share that Dalton FP has successfully completed the Bridge to Brisbane run! 🎉 Our team put their best foot forward to raise funds and awareness for childhood cancer, a cause close to our hearts.

A huge thank you goes out to all our clients and everyone who supported us through this journey. Your generosity and encouragement made all the difference and helped us reach our fundraising goals.

Together, we’re making strides towards a brighter future for children battling cancer. We couldn’t have done it without you!

Thank you once again for your incredible support!

Warm regards,
The Dalton FP Team

From Intern to becoming an official Financial Adviser 🎉🎊

We’re thrilled to announce that Mary Ann has completed her Professional Year and is now officially a Financial Adviser!

This achievement is the result of her hard work, dedication, and extensive training. Becoming an official Financial Adviser involves mastering financial planning, investment strategies, and client management—Mary Ann has proven her expertise and commitment.

Join us in congratulating Mary Ann on this fantastic milestone. We’re proud of her accomplishments and excited for what’s next in her career!

Congratulations, Mary Ann!

Thriving as a New Mum While Working Part-Time at Dalton FP

Navigating the transition to motherhood while working part-time can be challenging, but Dalton FP makes it manageable with its supportive work environment. Our flexible work arrangements allow new mums like our loved Bronwyn to adjust their schedules around their baby's needs, whether it's attending appointments or managing nap times. This flexibility helps maintain a healthy work-life balance, ensuring that professional responsibilities and family commitments can coexist harmoniously.

Dalton FP’s culture of empathy and support is equally crucial. The understanding from managers and colleagues, combined with access to professional development opportunities tailored for part-time employees, ensures that career growth continues seamlessly. Comprehensive parental leave policies and wellness resources further support new mums, making it easier to thrive both at home and in the workplace. At Dalton FP, the balance between work and family life is not just a goal but a shared commitment.

Running for a Cause: Our Bridge to Brisbane Challenge

participate in the Bridge to Brisbane to raise funds for the Childhood Cancer Foundation.

Last year, we raised $12,000 for the St Vinnies CEO Sleepout, an experience that allowed us to gain a small insight into the challenges faced by those experiencing homelessness. Our clients' generosity and our team’s dedication made this a memorable and impactful event.

This year, our choice of charity is especially personal. One of our team members is currently supporting their child through cancer treatment, making the Childhood Cancer Foundation's work particularly significant for us. This foundation provides crucial support, research, and advocacy for children and families facing cancer.

How You Can Help

We invite you to support our Bridge to Brisbane challenge in the following ways:

1. Donate: Every contribution helps us in the fight against childhood cancer.

2. Join Us: Consider participating in the event with us and contribute to the cause.

3. Spread the Word: Share our campaign to help us reach a wider audience.

We are grateful for your support and look forward to making a difference together. Stay tuned for updates on our journey and how you can be involved!

Ending the Financial Year Strong with Dalton FP!

As we wrap up another financial year, we want to take a moment to celebrate the incredible achievements of the past twelve months with Dalton FP. It’s been a year filled with growth, success, and smart decisions, and we’re thrilled to share this milestone with you!

Reflecting on a Year of Success

This financial year has been a remarkable journey for Dalton FP. Our dedicated team has worked tirelessly to navigate the complexities of the market, leveraging our expertise to drive success and deliver exceptional results for our clients.

Our success this year is a testament to the collective effort of our team and the trust of our valued clients. We’ve embraced challenges, celebrated achievements, and continuously strived for excellence in every aspect of our work.

What’s Next?

As we look to the future, we’re excited about the opportunities that lie ahead. Our commitment to providing top-notch financial services remains unwavering, and we’re eager to build on our successes with new strategies and initiatives. We are confident that the coming year will bring even greater accomplishments and further growth for Dalton FP.

A Heartfelt Thank You

We want to extend a heartfelt thank you to everyone who has been a part of this journey. To our clients, partners, and team members—your support, dedication, and trust have been instrumental in our achievements. Together, we’ve made this year a remarkable one, and we’re looking forward to continuing this journey with you.

Here’s to ending the financial year on a high note and stepping into the future with optimism and enthusiasm. Cheers to a year of success and to the exciting possibilities that await!

— Dalton FP 🚀💼

Silver Sponsor for Coolum Beach Surf Life Saving Club!

I’m thrilled to share some exciting news with you. We’re proud to announce our new role as a Silver Sponsor for the Coolum Beach Surf Life Saving Club! 🏖️🌊

Recently, I had the pleasure of visiting the club and meeting some of the incredible lifesavers who work tirelessly to keep our beach safe. It was inspiring to see their dedication firsthand and to connect with the amazing team that makes Coolum Beach such a special place.

In the photo, you’ll see me with Anthony, the Club Captain, capturing a memorable moment of our partnership in action. We’re excited about this collaboration and look forward to supporting their important work in the community.

A huge thank you to the Coolum Beach Surf Life Saving Club for welcoming us into the fold. Here’s to making our beach safer and our community stronger together!

#sponsorship #volunteers #communityhelp #coolumbeach #support #beachpatrols #thankyou

The Hard Reality of Homelessness

Eyes are closed but your mind remains awake. Shivering and cold, the warmth seems almost impossible to reach. It starts to rain but you have no other option than to feel each cold drop on your skin. No sleep, no warmth, no food and no hope.

A few of us at Dalton experienced these exact feelings on Thursday the 22nd of June 2023. We participated in the Vinnies CEO sleepout and raised a total of $12,600. Thank you to all the donors for their support.

Most of us are lucky enough to have a roof over our heads, dinner on the table and a family to come home to. This experience has taught us that we should all pause and reflect as not all of us share the same reality.

A Heartfelt Tribute: Yasmine Brockhurst's Inspiring Fundraiser for Cancer Research

At just 14 years old, Yasmine Brockhurst has made an incredible impact with her selfless actions. After losing her beloved Poa Poa (grandmother) to cancer earlier this year, Yasmine wanted to honor her memory and support others affected by the disease.

Yasmine organized a fundraiser for cancer research at QIMR Berghofer, aiming to contribute to the fight against cancer and help save lives. In a powerful gesture, she also made the decision to cut her hair for the first time and donate it to Sustainable Salons. This donation will be used to create wigs for those who are less fortunate and facing hair loss due to illness.

Dalton Financial Partners is proud to have supported Yasmine’s noble efforts with a donation of $715. We are inspired by her compassion and dedication to making a difference, and we stand with her in the hope of moving one step closer to a cancer-free world.

Yasmine's actions remind us of the impact that one individual can make and the importance of coming together to support meaningful causes.