Paul Bugno

Dalton Financial Partners

Platinum
12 Yrs Experience
Coolum Beach, QLD 4573

Born and raised in country New South Wales, my interest in finance began while I was studying Accounting at Charles Sturt University in Wagga Wagga. Eager to learn as much as I could and upon completing my degree, I started with the Commonwealth Bank of Australia as a graduate Financial Planner. Over the course of five years, I worked to become a Senior Financial Planner, at which point, I worked with several branches of the CBA along the entirety of the Sunshine Coast.

Looking for my next challenge, I left the Commonwealth Bank and partnered with Joshua Dalton, from Dalton Financial Partners. My motivation for transitioning into an independent, self-employed Financial Planner was so I could provide a more personalised, long-term-focused service to clients in South-East Queensland. I wanted the challenge and freedom of being able to run my own business, which, in turn, has enabled me to refine my repertoire of skills and achieve greater outcomes with my clients.

My passion is helping people; to build and protect their wealth, whether they be high-income earners or your every-day mum and dad investors. It’s incredibly rewarding to see my client's financial position improve as a result of help that I have given.

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 18
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Dalton Financial Partners

Suite 6, Lot 21, 1 Beach Rd
Coolum Beach, QLD 4573

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