Mary Ann Almasan profile photo

Mary Ann Almasan

Dalton Financial Partners

Bronze
1 Yr Experience
Sandgate, QLD 4017

With over half a decade of experience, I began my career as an intern at Dalton Financial Partners in February 2019. Since then, I’ve progressed through roles in client services and as an associate, ultimately transitioning into my current position as a financial planner, which I find incredibly rewarding.

The diverse range of clients we work with means I get to learn a lot.

Aside from work, I love traveling, indulging in good food, and diving into a great book. I extremely enjoy fitness and Pilates and cherish my time spent outdoors.

Expertise

  • Insurance Protection
  • Retirement & Pension

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Bronze
  • Years of experience 1
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Dalton Financial Partners

Shop 1, 86 Brighton Rd
Sandgate, QLD 4017

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Dalton Financial Services Pty Ltd

AFSL 530255