Personalised financial planning advice to help you achieve your financial goals

Why Work with Us


Turning Point Financial Services provides a high touch personalised financial planning service to help you achieve your financial goals. We are a holistic financial planning practice that caters for all demographics with a strong focus on developing deep relationships with all of our clients and delivering financial certainty.

Why We Do What We Do


Nothing gives us more satisfaction in our roles than when clients tell us at the end of the meeting “We are so relieved, you have put our minds at ease” and we can see the stress ease away. We enjoy progressing with you as your situation changes and ultimately take great pleasure in seeing you achieve your goals.

It’s About You


Everyone’s situation is unique. We take the time to understand your circumstances, what it is that you want to achieve, and how you would like to get there. They are your goals, and it is your journey. We focus on what you want to accomplish and guide you in the direction that makes the most sense.

We’re a select team of financial professionals, with a wealth of experience & knowledge, dedicated to helping you achieve your financial goal

Todd Dalton


Todd is the owner of Turning Point, and for the last ten years has provided quality advice to his clients. From executives and directors of ASX listed companies to retirees, he has been able to tailor the advice to ensure his clients are better off.

He is passionate about understanding his client’s goals and helping those goals be achieved.

Outside of work, you will find him either coaching or supporting his children’s various sporting activities, and swimming off the beaches of Cronulla.

Carly Davies


Carly is a dedicated financial adviser with deep experience in the financial services sector. Further to a successful career in investment banking, Carly transitioned to personal financial advice as she feels passionate about working with and empowering individuals to achieve financial security and freedom.

Carly holds a Bachelor of Business and a Graduate Diploma of Financial Planning. She is currently completing a Master of Financial Planning.

Carly loves to travel with her family and is an ardent believer in lifelong learning, her latest challenge being golf…’Fore!’

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We focus on what you want to accomplish and head in the direction that makes the most sense.

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