Chris Turner

Turner Wealth Management

4.90
21 Reviews
Platinum
15 Yrs Experience
Leichhardt, NSW 2040

Recent reviews

Turner Wealth Management

Suite 4, Level 2, 92 Norton St
Leichhardt, NSW 2040

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 21
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.90
21 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 21

Sort by

5.00

"Chris has given me advice on superanuation and retirement management funds. I feel very confident with Chris's knowledge and years of experience for him to handle my retirement portfolio. He also explains things in a clear & simple way so I can understand. I receive Chris's full attention when I need it."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given me advice in several disparate areas. He has advised me on my personal superannuation and setting up a managed fund. He advised me on these matters for a friend whose funds I administer as a Private manager under NSW Trustees. He has also provided specialised advice for an Education Trust with charitable and Tax deductible status of which I an the Treasurer. He has been able to appreciate my diverse and complex needs and has carefully and patiently worked me through his proposed solutions. I am very confident in his advice and have found him courteous and responsive to all my requests. I have referred him to several friends and other charitable associations."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always informed and calm. A pleasure to recommend!"

  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Christopher has been amazing. I have been very happy with his financial advice over the years . He is always available when I have a question and I feel confident in all the advice I have received from him"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has given me advice in relation to superannuation and budgeting. Aspects were always explained so that I could understand them. I and extremely happy with the advice and service of Chris. I would recommend him to anyone and everyone!"

  • Superannuation
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris has always taken the time to understand our ever changing circumstances and his advice has always been spot on!"

  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have always found Chris very knowledgeable and helpful, able to answer any questions, or concerns we may have, regarding our superannuation plan. Chris is always contactable for advice if needed, and his friendly, yet professional manner, makes one feel very comfortable and a valued client."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris is very experienced and has an excellent feel for the market. He has managed my Super & Pension matters very well for 10 years."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chris’s advice is always clear and concise. He explains the issues and follows up."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chris has given us advice on how best to manage our super. He is always able to explain where best to invest our retirement funds. He has always made us feel confident in his advice and attention to detail. We are more than confident in his advice and guidance."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 21

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1993

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Chris's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Chris able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Chris's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Chris to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Chris?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Chris provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Chris may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Chris Turner
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens