Natania Dalton
Client Services Associate
Natania joins the Jigsaw Financial Planning team bringing over eight years of experience in regulated financial services, with expertise in financial analysis, compliance, and delivering client-focused outcomes.
Before joining Jigsaw, Natania held senior roles where she reviewed complex client financial information, ensured regulatory compliance, and mentored team members through training and process improvements. Her career has given her a well-rounded understanding of how to support clients through every stage of their financial journey.
Natania holds a Bachelor of Business (Major in Financial Planning) from Swinburne University of Technology, a Diploma of Business from TAFE Queensland, and a Certificate III in Financial Services from TAFE New South Wales. She is passionate about continuous learning and professional development, and is committed to contributing to exceptional client experiences.
With her strong attention to detail, empathetic communication style, and proven ability to manage high-volume workflows, Natania is a valuable addition to our client services team.