Luis Arguello - CFP® Professional
MEET THE TEAM
Certified Financial Planner ®
Luis joined Dalton Financial Partners in 2024, bringing nearly a decade of financial-planning experience and a genuine passion for building long-term client relationships. He is committed to helping clients navigate change with clarity, confidence and a clear sense of direction.
Luis’s approach
I enjoy building long-term relationships with clients to help you navigate through a rapidly changing environment, supporting you through the high and lows and guiding you to achieve your dreams and aspirations. Through my ongoing study and nearly a decade of financial planning experience, I have encountered people from all walks of life.
I appreciate that managing finances and uncertainty can be uncomfortable, though after joining Dalton Financial Partners in 2024, I am confident that our experience, expertise and close-knit professional network can assist you with any challenges faced and provide peace of mind that you are on the right path.
Beyond advice
Qualifications
CERTIFIED FINANCIAL PLANNER ®
Graduate Diploma in Financial Planning (working toward the master's in financial planning)
Bachelor of Business (Business Management)
Accredited Listed Product Adviser (ASX)
Accredited Aged Care Professional
FAAA Member