Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
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Reviewer opinions
About me
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.
Authored by me:
Reviews
5
out of 5 starsGae & Steve
65+ years old"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. "
29 Jul 2020Lau
65+ years old"Greg has always given us excellent advice and he continues to do so. Will highly recommend him."
17 Jul 2020Sarah
Under 35 years old"Greg has been wonderful help to us! Thank you Greg "
24 May 2019Craig
46-55 years old"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 "
14 May 2019Matt
35-45 years old"Highly recommended Greg, josh and all the team at Dalton financial planning. All have a vested interest in helping you achieve your financial goals."
14 May 2019sharyn
56-65 years old"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"
11 May 2019Videos
My Expertise
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Budgeting
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Gold
- Years Experience
- 11 Years
- Highest qualification
-
Graduate Diploma of Financial Planning
- Industry Memberships
-
1 total
- Address
- Shop 1 86 Brighton Rd
Sandgate, QLD, 4017 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Dalton Financial Partners
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Hunter Green Pty Ltd
-
Licensee owned by
HUNTER GREEN PTY LTD
My Qualifications
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Graduate Diploma of Financial Planning (2018)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Kaplan Professional
My Memberships
-
Financial Planning Association (FPA)
Level of Membership:
Associate
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Gae & Steve
65+ years old"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. "
29 Jul 2020Customer opinions
Lau
65+ years old"Greg has always given us excellent advice and he continues to do so. Will highly recommend him."
17 Jul 2020Customer opinions
Sarah
Under 35 years old"Greg has been wonderful help to us! Thank you Greg "
24 May 2019Customer opinions
Craig
46-55 years old"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 "
14 May 2019Customer opinions
Matt
35-45 years old"Highly recommended Greg, josh and all the team at Dalton financial planning. All have a vested interest in helping you achieve your financial goals."
14 May 2019Customer opinions
sharyn
56-65 years old"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"
11 May 2019Customer opinions
Helen
56-65 years old"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. "
06 May 2019Customer opinions
Eric
56-65 years old"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."
11 Apr 2019Customer opinions
Michelle
35-45 years old"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."
11 Apr 2019Customer opinions
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