For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Joshua Dalton

 Joshua Dalton

Share profile:
113 Brighton Road
Sandgate
QLD
4017
AU

Overview CONTACT THE ADVISER

Joshua Dalton Joshua Dalton

total Reviews

1

Experience

11yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Dalton Financial Partners
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 advisers 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 HERE

Licensee Owned By:

Hunter Green Pty Ltd
Hunter Green Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Personal Advice starting from $3300
  • Ongoing Advice starting from $3300

Latest Customer Reviews (1 of 1 total)See all

"Josh has been handling out financial affairs for over three years now, and we expect to be clients for life. He has structured our finances tax-effectively in super pension phase and has taken all the worry out of our superannuation. It was previously structured in a very complex way with a former advisor, and Josh has helped us develop a long-term strategy for managing our investments. He provides personal service and follows up twice a year, making sure our investments adapt to economic changes. "

Morgan, 56-65 11 Oct 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership
Awards
  • No award found
Years of experience
  • 11 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

113 Brighton Road, Sandgate
QLD 4017 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 1 Total Reviews
Morgan, 56-6511 Oct 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Josh has been handling out financial affairs for over three years now, and we expect to be clients for life. He has structured our finances tax-effectively in super pension phase and has taken all the worry out of our superannuation. It was previously structured in a very complex way with a former advisor, and Josh has helped us develop a long-term strategy for managing our investments. He provides personal service and follows up twice a year, making sure our investments adapt to economic changes. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
1
Customers

#1
Estate Planning
STRENGTH
1
Customers

#1
Preparing For Retirement
STRENGTH
1
Customers

#1
Savings Investment
STRENGTH
1
Customers

#1
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

75%

Joshua Dalton

Company: Dalton Financial Partners

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Joshua Dalton is a member of and in what capacity, the licensee or company of Joshua Dalton and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Joshua Dalton (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%