Client Success Manager
Tony Massingham
MEET THE TEAM
I joined Dalton Financial Partners in July 2020, bringing more than 40 years of experience with a major Australian bank across branch management, financial planning and compliance. I enjoy supporting the team in delivering high-quality, personalised financial advice to our clients.
Tony’s approach
I joined Dalton Financial Partners in July 2020 after more than 40 years with a major Australian bank. Throughout my career, I gained broad experience across branch management, financial planning and compliance, which has given me a strong understanding of the importance of quality advice, sound processes and positive client relationships.
At Dalton Financial Partners, I enjoy being part of a team committed to delivering personalised, high-quality financial advice. I take pride in supporting our clients and helping ensure they receive professional guidance and ongoing service as they work towards their financial goals.
Qualifications
Diploma of Financial Planning
Diploma of Business (Frontline Management)