Paul Bugno

Dalton Financial Partners Pty Ltd

Platinum

15 Yrs Experience

Coolum Beach, QLD 4573

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Born and raised in country New South Wales, my interest in finance began while I was studying Accounting at Charles Sturt University in Wagga Wagga. Eager to learn as much as I could and upon completing my degree, I started with the Commonwealth Bank of Australia as a graduate Financial Planner. Over the course of five years, I worked to become a Senior Financial Planner, at which point, I worked with several branches of the CBA along the entirety of the Sunshine Coast.

Looking for my next challenge, I left the Commonwealth Bank and partnered with Joshua Dalton, from Dalton Financial Partners. My motivation for transitioning into an independent, self-employed Financial Planner was so I could provide a more personalised, long-term-focused service to clients in South-East Queensland. I wanted the challenge and freedom of being able to run my own business, which, in turn, has enabled me to refine my repertoire of skills and achieve greater outcomes with my clients.

My passion is helping people; to build and protect their wealth, whether they be high-income earners or your every-day mum and dad investors. It’s incredibly rewarding to see my client's financial position improve as a result of help that I have given.

5.00 February 2024

We are so glad we found Paul to help us with our finances, both currently, and for our retirement future. He has so much knowledge and imparts that in a way the everyday Joe can understand. His confidence and knowledge is really reassuring - we highly recommend Paul to help with all aspects of our finances, even down to giving stern guidance for day to day spending.

Lovely office space, very welcoming and comfortable - always offering water, coffee, tea and even wine for our chats.

Paul is always responsive to our queries, texts, calls or emails, and he really makes you feel like you could be a part of his family.

Great, honest advice always, highly recommended indeed.

5.00 April 2021

'Paul has given me advice in areas including property investment, superannuation and budgeting. Paul was able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Paul's full care and attention when I needed it. He was incredibly helpful and I'm grateful for the assistance. I highly recommend Paul!'

5.00 March 2021

Paul has given us advice in planning for our retirement future he was clear in his advice And the advice is suitable our requirements He is very personable and available when needed

5.00 December 2020

Paul has been a absolute pleasure to deal with over the past few years-His professionalism and expertise in an array of different areas has helped both myself and my family tremendously. I would highly recommend his services to anyone

5.00 December 2020

Paul has been a incredible help to us as we had very little knowledge about super funds and income protection before meeting with Paul, We felt confident with the choices made by Paul’s guidance and he is always willing to discuss any questions or concerns we may have. I can’t recommend Paul and the Team enough for all the work they do.

Adviser status Platinum
Rating 4.99
Number of reviews 19
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 3A, 5-7 Birtwill St
Coolum Beach, QLD 4573

8:00am – 12:00pm Saturday
8:00am – 5:00pm Monday – Tuesday, Friday
8:00am – 7:00pm Wednesday – Thursday

Dalton Financial Services Pty Ltd

AFSL 530255

Paul Bugno

Dalton Financial Partners Pty Ltd

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Dalton Financial Partners Pty Ltd

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