Delma Newton

Delma Newton Email and Phone Number

Certified Financial Planner at Tupicoffs - The Independent Financial Planners @ Tupicoffs - The Independent Financial Planners
brisbane, queensland, australia
Delma Newton's Location
Greater Brisbane Area, Australia
Delma Newton's Contact Details

Delma Newton personal email

n/a
About Delma Newton

Delma works closely with her clients to help them achieve both their financial and lifestyle goals over both the short and long term.Delma believes in finding out what a person’s true goals and values are and sees this as essential in developing a truly individual financial strategy for her clients.The most important part of the financial process is making sure I understand what your individual needs and objectives are. For me, it’s all about you and I love nothing more than helping you to achieve your goals and gain a better understanding of your financial situation. I am a firm believer in knowledge is power, so being able to simplify the complex so my clients fully understand their strategy is very important.I enjoy being a trusted adviser to my clients so they can use me as a sounding board for their decisions. Being an independent financial planner allows me to always put the interests of my clients first so I can make a meaningful positive difference in their lives

Delma Newton's Current Company Details
Tupicoffs - The Independent Financial Planners

Tupicoffs - The Independent Financial Planners

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Certified Financial Planner at Tupicoffs - The Independent Financial Planners
brisbane, queensland, australia
Website:
tupicoffs.com.au
Employees:
31
Delma Newton Work Experience Details
  • Tupicoffs - The Independent Financial Planners
    Certified Financial Planner
    Tupicoffs - The Independent Financial Planners Oct 2019 - Present
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  • Fpa
    Director
    Fpa Nov 2014 - Present
  • Total Portfolio Management
    Owner
    Total Portfolio Management 1998 - Oct 2019
  • Total Portfolio Management
    Financial Planner
    Total Portfolio Management Nov 1998 - Sep 2019
  • Fpa
    Brisbane Chapter Chair Of The Financial Planning Association Of Australia
    Fpa May 2005 - Oct 2010
    - Maintained and enhanced the relationship between the Brisbane Chapter and Griffith Univeristy- Involved in organising the First Ladies Lunch for the Brisbane Chapter- Oversaw the first Young Adviser events in Brisbane- Provided a voice for the members of the Brisbane Chapter to the national Board though the monthly Chapter Chair meetings.- Oversaw the running of workshops, networking functions and seminars for our members- Sat on the National FPA Membership committee, 2007-2010, helping to guide member interests and benefits within the FPA
  • Corporate Benefits/Garrisons Toowong
    Financial Planner
    Corporate Benefits/Garrisons Toowong 1994 - 1998

Delma Newton Skills

Investments Strategic Financial Planning Portfolio Management Superannuation Finance Financial Services Wealth Wealth Management Financial Advisory Business Planning Small Business Business Strategy Insurance Strategy Wealth Management Services Retirement Planning Investment Strategies Pensions Savings Income Protection Investment Advisory Cash Flow Financial Strategy Wealth Accumulation Risk Management Equities Estate Planning High Net Worth Individuals Financial Risk Relationship Management Debt Management Business Process Improvement Business Coaching Start Ups Management Consulting Retirement Investment Management Mutual Funds Asset Management Asset Allocation Smsf Critical Illness Strategies Glbt Issues Funding Personal Finance Life Insurance Financial Analysis Mortgage Lending Relationship Marketing

Delma Newton Education Details

Frequently Asked Questions about Delma Newton

What company does Delma Newton work for?

Delma Newton works for Tupicoffs - The Independent Financial Planners

What is Delma Newton's role at the current company?

Delma Newton's current role is Certified Financial Planner at Tupicoffs - The Independent Financial Planners.

What is Delma Newton's email address?

Delma Newton's email address is de****@****.com.au

What schools did Delma Newton attend?

Delma Newton attended Graduate Institute Of Company Directors, Rmit University, Qut (Queensland University Of Technology), The University Of Queensland, Finanical Planning Association.

What are some of Delma Newton's interests?

Delma Newton has interest in Catching Up With Friends, Travelling, Art, Reading, Photography.

What skills is Delma Newton known for?

Delma Newton has skills like Investments, Strategic Financial Planning, Portfolio Management, Superannuation, Finance, Financial Services, Wealth, Wealth Management, Financial Advisory, Business Planning, Small Business, Business Strategy.

Who are Delma Newton's colleagues?

Delma Newton's colleagues are Roxana Grisaffi, Joanne Dale, Amelie Friedrich, Mitchell Buckley, Marty Gnanananthan, Mark Milner, Lachlan Kendall.

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