Our Company

“Todd’s expertise in customer focused roles has seen him excel in financial planning”

– Who Saidthis, FromWhere

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 strong relationships with all of our clients and delivering to them financial certainty.

It’s about YOU

We focus on what you want to accomplish and head in the direction that makes the most sense, they are YOUR goals. Everyone’s situation is unique and we take the time to find out what you want and how you would like to get there. It’s your journey!

Why we do what we do

Nothing gives me more satisfaction in this job as when clients tell me at the end of the meeting “we are so relieved, you have put our minds at ease” and I can see the stress lift off them. Your situation will change and it is important that you have someone to move with you.

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 financial 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 qualified to provide advice on Self Managed Super Funds & Margin Lending.

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

Contact Us

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