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About Me

As Turner Financial Solutions’ Principal & Senior Adviser, and having worked in the financial planning profession for more than 15 years, I am well experienced in advising both personal & business clients across a range of complex needs. I am passionate about financial planning because it is a dynamic, interesting and enterprising profession. It affords me the opportunity to use my knowledge and experience to support my clients in maximising their financial position. I have also undertaken various volunteering &/or charity work; including having participated in a joint Anglicare / FPA Pro-Bono advice initiative, delivering weekly clinics for those disadvantaged. I am motivated by being able to assist my clients achieve both their financial and personal goals, whilst helping to educate them on financial matters. I find it particularly rewarding defusing myths and/or the concerns surrounding changing legislation, particularly superannuation, and working with clients to make informed decisions for their future. Above all, I am committed to delivering honest, ethical, and accountable advice.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Ddma Pty Ltd