Dalton Financial Partners

After 7 wonderful years with us in Brisbane, Denyse is spreading her wings and moving to the Sunshine Coast to join Paul and his team. While she’ll still be part of the Dalton Financial Partners family, her warmth, wisdom and friendship will be deeply missed in our Brisbane office. We’re so grateful for everything she’s given our team and excited to cheer her on in this next chapter ❤️

Mary Ann and Luis have now achieved their CFP® professional certification, the highest global standard in financial planning, recognising rigorous study, ethics and a commitment to truly client‑first advice.

We’re incredibly proud of the work they’ve put in and excited about the deeper expertise and perspective they’ll bring to every client conversation. 🙌

Here at Dalton Financial Partners, holistic advice is more than just a buzzword – it’s how we look after families.

We don’t just talk super and investments. We look at every part of your financial life so your decisions actually support the future you want for your family – from helping kids into their first home to planning business exits and making sure great strategies are implemented over time.

Our founder, Josh Dalton – winner of the 2025 ifa Excellence Awards Holistic Adviser of the Year (Queensland) – recently spoke with ifa about why this approach matters so much for modern families.

Read the full Q&A “Wholistic advice and why it matters for families” on ifa to learn more. 🥰

https://www.ifa.com.au/wholistic-advice-and-why-it-matters-for-families-qa-with-josh-dalton/