Josh Dalton
Certified Financial Planner ® & Director
Professional Journey
I enjoy working with people and numbers, so finance was always going to be a good fit for me. The best thing about my job is the variety of people I get to meet and work with. Everyone is so unique, has a different perspective on life and strive for different dreams and aspirations. It had always been a dream of mine to start a business. This led to the founding of Dalton Financial partners in January 2012.
Financial success is important, but I believe that relationships are the most fulfilling part of any career or personal journey. At Dalton Financial Partners, we are looking to build a well respected and high-quality boutique practice where we can foster long-term relationships with our clients.
Life Beyond Financial Planning
Outside of work, I enjoy playing tennis, fishing, overseas travel and I am an aspiring philanthropist.
Qualifications
CERTIFIED FINANCIAL PLANNER ®
Bachelor of Business
Advanced Diploma of Financial Planning
Registered tax (financial) adviser
Accredited Listed Product Adviser
Self-Managed Super Fund accredited adviser
Member of the Financial Advice Association of Australia