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

5.00
18 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"'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!'"

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

"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"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

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

"Want the best, look no further. Paul is amazing, every interaction has been easy and understandable. I have covered off on Superannuation, insurances and budget just to name a few. Paul is straight down the line and knows his stuff. Thank you Paul for all your advice and I will definitely be using you going forward and recommend you to family friends and colleagues."

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

"Paul provides the highest quality service. He gave us comprehensive advice that was easy to understand and clearly in our best interest."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have not only entrusted Paul to manage our financial affairs, but also refer all of my clients, family and friends to him also. He is professional, knowledgeable and honest. He works quickly and gets the job done. Feedback I receive when I refer to him always exceeds expectations."

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

"Paul is incredibly knowledgeable and determined in ensuring his customers goals are actively pursued in his strategies. I've referred a number of my clients to Paul and have heard nothing but positive feedback from these clients. I receive no commission or kick back from Paul and refer simply because I am confident in Paul's ability to improve my client's financial position. Paul is my Financial Planner as well and I have high confidence in our strategy and quality of investment return. Paul is a very empathetic person who displays great ability to connect with his clients. This ensures a much better outcome through openness and receptiveness to his recommendations."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great service, he makes you feel comfortable in sharing your financial position and is highly knowledgeable."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

Taxation Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Business (Accounting and Finance)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
2008

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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