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.
'Paul has given me advice in areas including property investment, superannuation and budgeting. Paul was able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Paul's full care and attention when I needed it. He was incredibly helpful and I'm grateful for the assistance. I highly recommend Paul!'
Paul has given us advice in planning for our retirement future he was clear in his advice And the advice is suitable our requirements He is very personable and available when needed
Paul has been a absolute pleasure to deal with over the past few years-His professionalism and expertise in an array of different areas has helped both myself and my family tremendously. I would highly recommend his services to anyone
Paul has been a incredible help to us as we had very little knowledge about super funds and income protection before meeting with Paul, We felt confident with the choices made by Paul’s guidance and he is always willing to discuss any questions or concerns we may have. I can’t recommend Paul and the Team enough for all the work they do.
Paul was highly recommended to me and I'm so glad that Paul came into my life when I needed his expertise. I had a severe Life and Career change event and Paul was the great influence to enable me to deal with complex issues from being a high income earner for over a decade, I have sought out much advise from a variety of Financial Advisers and personal bankers to assist me with my personal issues and my Financial situation. As a high income earner and Paul with his professional abilities their was never a moment where he left me feeling like he was not on my side. His advise, flexibility and commitment to helping me was amazing.He gave me so many options that where feasible. I would have no hesitation in recommending Paul for providing a great service
- Adviser status Platinum
- Number of reviews 18
- First year providing advice 2010
- Years of experience 13
- Bachelor of Business (Accounting and Finance)
Dalton Financial PartnersShop 3A, 5-7 Birtwill St
Coolum Beach, QLD 4573
- 8:00am – 12:00pm Saturday
- 8:00am – 5:00pm Monday – Tuesday, Friday
- 8:00am – 7:00pm Wednesday – Thursday
Dalton Financial Services Pty Ltd