For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Andrew Dalton

 Andrew Dalton

Share profile:
38 Walters Drive Suite 2
Osborne Park
WA
6017
AU

Overview CONTACT THE ADVISER

Andrew Dalton Andrew Dalton

total Reviews

8

Experience

7yrs

Status

Gold

Overall Adviser Rating

83

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Company:

Mi Wealth Plan Pty Ltd
Mi Wealth Plan Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Household BudgetingHousehold Budgeting
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 8 total)See all

"Andrew is knowledgeable and understood what we are hoping to achieve. He gave us numerous options and explained the benefits and disadvantages of each. We are very happy with the outcome."

MIlie & Steve, 35-45 16 May 2018

"My husband and I just had our yearly review to see what our super has been doing over the past year since we started with Andrew. He knew what he was talking about, gave us pointers on what to do Tax wise with super and we walked away with all questions having been answered. Very informative!!"

Lauren, Under 35 9 May 2018

"A very friendly and personable fellow, who supplies good financial advice. I would highly recommend his services to anyone looking for superannuation and insurance advice. "

Andrew, 46-55 8 May 2018

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership
Awards
  • No award found
Years of experience
  • 7 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 2
38 Walters Drive, Osborne Park
WA 6017 Australia

Office hours

Monday:   9AM to 7PM
Tuesday:   9AM to 7PM
Wednesday:   9AM to 7PM
Thursday:   9AM to 7PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 8 Total Reviews
MIlie & Steve, 35-4516 May 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew is knowledgeable and understood what we are hoping to achieve. He gave us numerous options and explained the benefits and disadvantages of each. We are very happy with the outcome."

Lauren, Under 3509 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My husband and I just had our yearly review to see what our super has been doing over the past year since we started with Andrew. He knew what he was talking about, gave us pointers on what to do Tax wise with super and we walked away with all questions having been answered. Very informative!!"

Andrew, 46-5508 May 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"A very friendly and personable fellow, who supplies good financial advice. I would highly recommend his services to anyone looking for superannuation and insurance advice. "

Rimal, Under 3508 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew assisted us in obtaining the best insurance for our circumstances. We already had income protection however Andrew reviewed our insurance and found us a more suitable product, which was cheaper and more suitable for us. He also advised that we take out trauma cover as well, which we did. I would highly recommend Andrew to all. "

Josh, Under 3508 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew helped me ensure I was adequately protected. He was very comprehensive with his review of my financial situation. An honest financial planner that I recommend to all. "

Karen, 35-4508 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has helped my husband and myself protect and plan our future for several years. He constantly reviews our situation to provide us with up to date coverage and products. He is friendly, flexible and a genuinely wonderful person."

Susan, 56-6525 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Thorough, meaningful examples. Andrew points out pros and cons of all the options, but is never pushy He always responds quickly and does everything he says he will do including following up with me. I have a plan for retirement now and feel comfortable that my transition to retirement is working well for me with Andrew's help."

Leah, Under 3516 Jan 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Andrew has looked after both my sister and I, and I recommend him wholeheartedly to my clients, friends and family. Andrew is approachable, and friendly. There are no 'silly' questions and he always explains everything thoroughly using practical examples so I understand. I can't thank him enough for wonderful tips, advice and peace of mind he has given me. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
8
Customers

#2
Building Super
STRENGTH
4
Customers

#3
Household Budgeting
STRENGTH
3
Customers

#4
Managing Debt
STRENGTH
2
Customers

#4
Preparing For Retirement
STRENGTH
2
Customers

#5
Savings Investment
STRENGTH
1
Customers

#5
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

83%

Andrew Dalton

Company: Mi Wealth Plan Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Andrew Dalton is a member of and in what capacity, the licensee or company of Andrew Dalton and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Andrew Dalton (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%