Todd Dalton Email & Phone Number
Director - Turning Point Financial Services Pty Ltd @ Turning Point Financial
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Todd Dalton Location
- Cronulla, NSW, AU
Todd Dalton Work
- Director - Turning Point Financial Services Pty Ltd @ (November 2013 - Present)
- Commercial Financial Planner @ (January 2013 - October 2013)
- Financial Planner @ Navigate Financial Planner (January 2012 - January 2013)
- Manager @ Humbleton Pty Ltd (January 2007 - January 2012)
- Business Operations Manager @ (March 2002 - December 2006)
- Financial Advisor Services Manager @ (April 1994 - March 2002)
- Customer Service Specialist @ (December 1989 - March 1994)
Todd Dalton Education
- Kaplan Professional
Graduate Diploma of Financial Planning (Insurance Advice)
2021-2021 - Kaplan Professional
Graduate Diploma of Financial Planning (Economic and Legal Context for Financial Planning)
2021-2021 - Kaplan Professional
Graduate Diploma of Financial Planning (Ethics and Professionalism in Financial Advice)
2019-2019 - Kaplan Professional Education
Self Managed Superannuation Funds
2013-2013 - Mentor Education
Advanced Diploma of Financial Services
2013-2013 - Kaplan Professional Education Services
Diploma of Financial Planning
2012-2012 - Walker & Miller Financial Servcies
Diploma - Mortgage Broking (Credit Advice)
2015 - Kaplan Professional
Graduate diploma of financial planning (Financial Planning and Services)
Todd Dalton Skills
- Strategic Financial Planning
- Risk Management
- Financial Risk
- Life Insurance
- Disability Insurance
- Income Protection
- Superannuation
- Gearing
- Financial Advisory
- Financial Services
- Wealth
- Estate Planning
- Finance
- Mutual Funds
- Financial Planning
- Retirement Planning
- Leadership
- Microsoft Word
- Financial Analysis
- Project Management
- SAN
- Wealth Accumulation
- Channel Sales
- Microsoft Office
Todd Dalton Summary
- Todd Dalton, based in Cronulla, NSW, AU, is currently a Director - Turning Point Financial Services Pty Ltd at Turning Point Financial Services Pty Ltd. Todd Dalton brings experience from previous roles at ANZ, Navigate Financial Planner, Humbleton Pty Ltd and Australian Associated Press. Todd Dalton holds a 2021 - 2021 Graduate Diploma of Financial Planning in Insurance Advice @ Kaplan Professional. With a robust skill set that includes Strategic Financial Planning, Risk Management, Financial Risk, Life Insurance, Disability Insurance and more. Todd Dalton has 1 emails and 2 mobile phone numbers on RocketReach.
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