Mary Ann’s approach

I believe thoughtful financial advice begins with listening carefully and understanding what matters most to each client.

I began my career with Dalton Financial Partners as an intern in February 2019 and have since gained experience across client services and associate roles. This has given me a well-rounded understanding of the client journey—from providing day-to-day support to helping develop and deliver personalised financial advice.

Now a Certified Financial Planner®, I find it incredibly rewarding to work with a diverse range of clients, each with their own circumstances, priorities and goals. I enjoy continuing to learn from the people I work with and helping clients navigate important financial decisions with greater clarity and confidence.

My approach is centred on building trusted relationships and providing advice that feels clear, relevant and practical at every stage of life.