Personalised financial planning advice to help YOU achieve your financial goals
Why 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 to them financial certainty.
It’s about YOU
Everyone’s situation is unique. We take the time to explore 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.
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 lift off them. We enjoy progressing with you as your situation changes, and ultimately take great pleasure in seeing you achieve your goals.
We’re a select team of financial professionals, with a wealth of experience & knowledge, dedicated to helping you achieve your financial goals
OUR DIRECTOR
Todd Dalton, Dip FP, ADFS, SMSF
Financial Adviser, Director
Todd Dalton is the Director of Turning Point Financial Services. He has over 15 years experience in the Financial Services Industry, working for leading companies such as ANZ Business Bank, Comminsure & Manchester Unity.
Todd’s expertise in customer focused roles has seen him excel in fi nancial planning, a profession he is truly passionate about and has joined ClearView as Director of Turning Point Financial Services. Todd has completed an Advanced Diploma of Financial Planning and is qualifi ed to provide advice on Self Managed Super Funds & Margin Lending.
Todd Dalton
Financial Adviser, Director
Todd is the owner of Turning Point, and for the last ten years has provided quality advice to his clients. From 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 clients goals and helping those goals being 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
Financial Adviser
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!’