Greg Tasney

Dalton Financial Partners

Gold
13 Yrs Experience
Sandgate, QLD 4017

Greg joined Dalton Financial Partners in May 2014. He has close to a decade of experience in multiple roles in the financial services industry. After spending most of these years within large banks and companies who have a focus on generating revenue, Greg feels that the work he does within Dalton Financial Partners is truly centred on our client’s welfare. “In our business, there are no barriers between myself and our clients”.

Greg believes that his long-term future is with Dalton Financial Partners and he wishes to continue to build on the client relationships he has within the business. Away from work Greg enjoys being with his family and holds an interest in the natural environment and sport.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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 Gold
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Dalton Financial Partners

Shop 1, 86 Brighton Rd
Sandgate, QLD 4017

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Dalton Financial Services Pty Ltd

AFSL 530255