About Me

Dalton started his career in the financial advice industry in 2017 as a Paraplanner before joining
Morrows in 2019.

Dalton is passionate about improving outcomes for clients and has worked closely with Senior Financial Advisors and Investment Analysts in his time at Morrows to develop skills and experience across a broad range of advice areas including portfolio construction and investments, tax planning, superannuation, retirement planning, insurance and estate planning.

Dalton is committed to expanding his knowledge in the financial planning industry through continued professional development and further study, working towards Certified Financial Planner (CFP®) certification.

Areas of Focus

  • Aged care
  • Cashflow management
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Morrows Private Wealth Pty. Ltd.