Christopher Turtle

About Christopher Turtle

Chris is a Senior Financial Adviser with more than 20 years’ experience providing holistic financial advice. He adopts a comprehensive approach to financial planning, encompassing debt management, retirement and pre-retirement planning, superannuation including Self-Managed Super Funds and pensions, insurance, wealth accumulation strategies, and tax planning.

His highest academic qualification is Master of Financial Planning.

Chris also holds the following professional designations:

• CERTIFIED FINANCIAL PLANNER® professional (CFP®)
• SMSF Specialist Adviser™ (SSA®)
• Accredited Behavioural Finance Professional SM (ABFP®)
• Chartered Retirement Planning Counsellor SM (CRPC®)
• Accredited Aged Care Professional™

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Superannuation

• Superannuation – All
• A person’s existing holding in a superannuation product