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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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

Licensed by

Dalton Financial Services Pty Ltd

AFSL 530255

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has always given us excellent advice and he continues to do so. Will highly recommend him."

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

"Greg has been wonderful help to us! Thank you Greg"

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

"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"

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

"Highly recommended Greg, josh and all the team at Dalton financial planning. All have a vested interest in helping you achieve your financial goals."

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

"Greg has given us the best advice to enable ' my 'early retirement and a plan for 'our ' future He is very personable and knowledgeable , always contactable and always happy to assist. The advice given to us has been suitable to our needs at this point and I do not expect this to change, as mentioned Greg is always available and responds to my emails sent as a 'convenience timewise to me' he responds .!! when not expected . and sometimes late at night.. !!!...highly recommend the service's of Greg @ Dalton Financial Services. we look forward to our advices from Greg now and in the future, completing our financial journey We look forward to continuing our financial journey"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg provided me with sound advice and assistance in a claim against poor advice I received from a financial institution years ago.. Because of his knowledge, experience and persistance, my claim was successful. He then developed a plan to simplify my financial situation, that has saved me money and placed me in an excellant pathway to retirement. I could not be happier with the advice Greg has given me. My retirement is now something to look forward to, rather than something to worry about because of a poor financial position."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Greg has given my wife (Olivia) and myself clear and easy to understand advive in relation to our superannuations and also some thoughts on possible retirement stratagies to think about for the future. We have found Greg to be very pleasent and easy to talk to, we look forward to continuing to have Greg and Dalton's manage our retirement plans. Very happy."

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

"Greg has given me advice on cash flow, superannuation, insurances, and debt management. Greg always explains things clearly. I feel confident that Greg's knowledge and experience ensures that his advice completely aligns with my needs. Greg always takes into account our family's life circumstances and gives me the time I need to discuss my current and future needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

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

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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