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.
Please visit our website for an explanation of our service and applicable fees. www.daltonfp.com.au
We approached Greg to help us transition from a company to retirement in a position with our finances in place..a process we could not have achieved without his guidance, attention and assistance. He always explained in a clear and confident way what we were discussing so we gained better knowledge. Greg helped us with our super funds ..wills..Power of Attorney.. managing debt and we are now on a path to a more confident and comfortable retirement which is due to his knowledge and experience. The entire staff worked at times on some difficult issues to bring about a great result and were always a pleasure to deal with. Nothing was too much for Greg or the staff.
Greg has always given us excellent advice and he continues to do so. Will highly recommend him.
Greg has been wonderful help to us! Thank you Greg
Great advice and keeps you true to your goals . Great to talk to and speaks in a language you understand . Had added value in ways I never knew possible highly recommend
Highly recommended Greg, josh and all the team at Dalton financial planning. All have a vested interest in helping you achieve your financial goals.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2009
- Years of experience 13
- Master of Financial Planning
Dalton Financial PartnersShop 1, 86 Brighton Rd
Sandgate, QLD 4017
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Dalton Financial Services Pty Ltd