Paul Bugno profile photo
4.99
20 Reviews

Paul Bugno

Dalton Financial Partners Pty Ltd

Platinum
15 Yrs Experience
Coolum Beach, QLD 4573

I’ve been self-employed for over 10 years now, with 15 years of financial planning experience under my belt. Growing up in country New South Wales, I developed an interest in finance while studying Accounting at Charles Sturt University in Wagga Wagga. After finishing my degree, I jumped straight into the industry with the Commonwealth Bank of Australia as a graduate Financial Planner. Over the next five years, I worked my way up to Senior Financial Planner and had the privilege of working across multiple CBA branches along the Sunshine Coast.

After a while, I was ready for a new challenge. That’s when I decided to team up with Joshua Dalton at Dalton Financial Partners. Transitioning into independent, self-employed financial planning allowed me to offer more personalised and long-term-focused services to clients across South-East Queensland. It also gave me the freedom to run my own business, which has helped me sharpen my skills and deliver even better results for my clients.

Outside of work, I’m all about family, lifestyle, and living on the coast. Finding balance is a huge motivator for me, and that’s what I aim to help my clients achieve too. Whether they’re high-income earners or everyday investors, it’s incredibly rewarding to see the positive impact I can have on their financial future.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Dalton FP operates on a fixed-fee* basis, covering all aspects of our service, including consultations, advice, strategy development, meetings, documentation, and implementation. This fee is determined by the complexity of your financial situation, the scope of advice needed, and the level of expertise required.

Our standard service engagement lasts 12 months, though shorter engagements may be available for clients with simpler needs that don’t require ongoing advice. Fees are typically collected through a combination of upfront payment and monthly direct debit. In most cases, the portion of fees related to superannuation advice can be charged directly to your super fund.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.99
  • Number of reviews 20
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Accounting and Finance)
  • Language spoken
    • English

Dalton Financial Partners Pty Ltd

Suite 21, 1776 David Low Way
Coolum Beach, QLD 4573
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