Jasmine Mortimer

Client Success Manager & Head of Experience

Professional Journey

I started my journey at Dalton Financial Partners in March 2020 as a Receptionist. As I grew into the role, I embraced additional responsibilities and transitioned into positions as a Marketing Manager and Client Services Officer.

This progression has deepened my expertise in financial services while also allowing my creativity to shine. What I find most rewarding is the chance to engage with people from all walks of life and make a positive impact on their day.

Life Beyond Financial Planning

Outside of work, I cherish time spent with my family and my dog, Sadie. I stay active with Pilates, morning walks, and exploring new recipes in the kitchen. I have a particular fondness for pasta and a glass of red wine, which makes my cooking endeavors even more delightful.

Qualifications

Diploma of Social Media Marketing

RG146 Professional Series