Delta has more than a decade of experience in the financial planning profession (in various roles) and has recently attained her Authorised Representative status to provide advice. She has built strong relationships with many of the practices clients in her tenure and in particular those with SMSF’s.
She believes that all Australians can benefit from engaging with a planner and is excited to educate and assist her clients achieve their goals. Delta thrives on the opportunities to pro-actively work with her clients in planning their financial future.
Delta has completed her Diploma of Financial Planning and is currently undertaking her Graduate Certificate in Financial Planning.
Outside of work, Delta spends weekends in the local area with her husband and their three children.
You will receive a 15 minute call, at our cost, from one of our team to position your current circumstances, goals and needs.
Delta has great communication skills and a thorough understanding of our needs. She is always friendly and genuinely interested in not only our lives but our families too. She's an enormous help to us financially and a great asset to Burke Britton.
Delta & Peter, who we have mainly dealt with at Burke Britton, have always made us feel important & have gone to great lengths to help with our transition to retirement. Would highly recommend BBFP to anyone looking for that bit extra in their financial planners. You will definitely get that with the team at BBFP.
Delta and her team are always available, she is easy to talk and is way's there for me.
Delta is clear and concise in all her communications with me. Very easy to talk to and very knowledgeable in the advice that she gives. Always an enjoyable experience.
Delta was extremely helpful, confident and supportive for all our needs, in various family matters and assisting with our financial future. Always very attentive with high communication level ensuring we understand all processes and objectives without financial matters.
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Burke Britton Financial PartnersLevel 1, 240 Pakington Street
Geelong West, VIC 3218
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd