Josh Dalton

Dalton Financial Partners

Platinum
16 Yrs Experience
Sandgate, QLD 4017
I believe that life is short and that we shouldn’t hold back when it comes to pursuing our dreams and aspirations. One should take calculated risks, not settle for less and live life on one’s own terms. I believe that long term fulfillment comes from personal growth and contribution to society. Therefore, I admire those who strive hard to be the best in their field and those who look to give back to others through their success. I pursued my own dream when I started a business back in 2012. I wanted to take charge of my future and build something that was meaningful and made a genuine difference in the lives of others. The initial years spent building the practice were hard work, but the satisfaction and rewards of running my own business have been worth it. I love my work, because it contains so much variety from day to day. I particularly love working with interesting people who don’t live ‘common’ lives. My clients include business owners, ambitious professionals, wealthy families and those wishing to retire independent of government support. I have the opportunity to work with them, as they pursue their dreams. I am truly grateful for this.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Please visit our website for an explanation of our service and applicable fees. www.daltonfp.com.au

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 32
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Dalton Financial Partners

Shop 1, 86 Brighton Rd
Sandgate, QLD 4017

Opening hours

  • 8:00am – 12:00pm Saturday
  • 8:00am – 5:00pm Monday – Tuesday, Friday
  • 8:00am – 7:00pm Wednesday – Thursday

Licensed by

Dalton Financial Services Pty Ltd

AFSL 530255

4.95
32 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 32

Sort by

4.75

"Josh has assisted me by simplifying and breaking down into smaller segments some complex scenarios. Josh and his team are prompt in replying to questions. I truly appreciate their assistance."

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh's team at Daltons has been 10 out of 10 when providing sound financial advice to my wife and I. As well as providing us with a terrific superannuation product we also received advice on budgeting and debt reduction which increased our surplus monthly funds significantly. Always friendly, accurate and helpful at all times, a really nice business group to deal with. Cannot recommend highly enough, my only regret is I wasn't on board 10 years ago. Thanks guys, looking forward to the future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with all help and advice in all areas from Joshua and his team. Everything is always explained in a clear way we can understand. With Joshua's knowledge and experience we would highly recommend Joshua and his team to anyone. We have always received Joshua and his teams care and attention when we needed it."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent service provided by Josh and his staff."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh Dalton and his team from day one have managed my mothers estate requirements in the most professional manor .My brothers and I feel confident the advice given has been correct in the management processes they have undertaken for us."

  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh has provided a plan to my wife & I that ensures when we decide to retire there are adequate funds available to enjoy it. Part of the plan is ensuring that the things that need to get done to ensure wealth is protected get done. I am confident if we stick to the plan my family & I are covered no matter what the scenario faced."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua's knowledge and attention to detail have made it easier to understand what can often be very overwhelming, especially for me due to my disabilities. Joshua is competent in his knowledge and experience as my trusted Financial Planner and I am confident that his advice takes care of all of my needs. Joshua has delightful nature and always treats his clients with respect, honesty and integrity, We are not just another number but a valued client. I have referred family & friends to Joshua because I believe in Josh and his team and I know that we are all in the best hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua and his staff have renewed faith in advisers, his team was highly recommended to us and have been helping in ways we couldn’t have conceived and has given us the confidence and support to achieve our goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always available with for any info or advise required would not use anyone other now Joshua has given me advice in areas including loan products, self managed super funds and managing debt. Joshua was usually able to explain things to me in a clear way. Through Joshua's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Joshua's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Josh is totally reliable and trustworthy and allows us to move forward financially with confidence that our strategy is right for us."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 32

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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