You get the best of both worlds at TurnKey Financial Consultants. There’s the confidence of knowing you’re with one of the most well-known financial planning groups in Australia, backed by the strength and resources of one of the country’s largest wealth management groups. And there’s the comfort of dealing with our dedicated, enthusiastic team, who pride themselves on quality service with a personal touch.

Michael Frewin

Director – Senior Financial Adviser

Michael has nearly two decades of experience as a Financial Adviser. With extensive technical and strategic knowledge base. He believes in holistic financial advice that provides a complete and beneficial outcome for the client. Specific specialisations include Retirement Planning, Portfolio Management, Business sales and risk management.

Qualifications and accreditations
  • FPA Member with  AFP® designation
  • ASX Accredited Listed Products Adviser
  • Advanced accreditation in Self Managed Superannuation
  • Bachelor of Economics
  • Bachelor of Finance
  • Graduate Diploma in Global Wealth Management

Kerry

Paraplanner and Client Service Officer

Kerry is a key member of the TurnKey team and there is not much she doesn’t know about. As an instrumental part of the advice process, Kerry helps to build the advice and turn the words into outcomes.

Qualifications and accreditations
  • Diploma of Financial Planning, Financial Services
  • Bachelor of Management Information Systems
  • Associate Diploma in Accounting
Dan photo

Daniel Carter

Senior Financial Adviser

Dan has over two decades of experience working as a Financial Adviser in areas including maximising Centrelink Age Pension entitlements, retirement planning, tax minimisation, portfolio management and cash flow modelling.


Qualifications and accreditations
  • FPA Member 
  • Graduate Diploma of Financial Planning

Angelina Shigrov

Client Service Officer

Angelina started in the financial advice profession in 2005 and is a key member of the client services team. She assists with any client queries and provides key support in the preparation of advice documents and as well as ongoing services. She is working towards a Diploma of Paraplanning and is always happy to have a friendly chat.

 

Stella

Stella Wright

Senior Paraplanner

Stella is the technical ‘go-to’ person for the practice. With extensive experience with strategic financial advice and over 10 years of experience, she helps clients to fully realise the benefits of financial advice.

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