Asset Protection through Insurances:
• Total and Permanent Disability
• Critical Illness
• Income Protection
• Superannuation & Pension advice (including Self Managed Super Funds)
• Wealth Management
• Estate Planning (including Business Succession Planning)
• Gearing – Margin Lending
• Direct Investments
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. Turning Point provides a holistic financial planning practice that caters for all demographics with a strong focus on developing strong relationships with all of its clients. Todd has completed an Advanced Diploma of Financial Planning and is qualified to provide advice on Self Managed Super Funds & Margin Lending.
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Turning Point Financial Services Pty Ltd ACN 166 117 068 is a Corporate Authorised Representative (No. 448273) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367 GPO Box 4232, Sydney NSW 2001.
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