Mary Ann Almasan

Dalton Financial Partners Pty Ltd

Silver

2 Yrs Experience

Sandgate, QLD 4017

About Mary Ann
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With over half a decade of experience, I began my career as an intern at Dalton Financial Partners in February 2019. Since then, I’ve progressed through roles in client services and as an associate, ultimately transitioning into my current position as a financial planner, which I find incredibly rewarding.

The diverse range of clients we work with means I get to learn a lot.

Aside from work, I love traveling, indulging in good food, and diving into a great book. I extremely enjoy fitness and Pilates and cherish my time spent outdoors.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Financial Hardship
Cashflow & Income
Tax Strategies
Growing Assets

5.00 August 2026

Thanks Mary Ann

5.00 August 2026

Mary-Ann will always email and call to make sure I have the information I need. We have regular face to face meetings to discuss the larger items.

5.00 August 2026

Mary Ann is always available to ask questions and her advice line sup and exceeds expectations.

5.00 July 2026

Mary Ann is my first point of contact with any questions, concerns or requests. She is always quick to respond, asks any clarifying questions promptly and carries out all necessary enquiries and or tasks efficiently. Mary Ann is always is warm and friendly in our meetings and conversations while also providing supportive and professional advice that best meets both my financial and ethical goals.

5.00 October 2025

Mary Ann is very knowledgeable and explains everything well. If I am ever unclear she takes the time to explain or if further investigation is needed she does so and responds in a timely manner.