Josh Dalton - CFP® Professional

MEET THE TEAM

Certified Financial Planner ® & Director

Josh founded Dalton Financial Partners in 2012 with a belief that meaningful financial advice begins with strong relationships.

Two people sitting at a conference table in a meeting room, smiling and looking at a laptop. There is a plant on the table and a whiteboard on the wall behind.

Josh’s approach

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.


Beyond advice

Outside of work, I enjoy playing tennis, fishing, overseas travel and I am an aspiring philanthropist.

Qualifications

CFP® Professional

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