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Claire Turton

Financial Adviser

Sorrento Strategic Solutions Pty Ltd
Perth, WA 6000

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About

Claire Turton is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping individuals and families achieve their financial goals. With a career spanning nearly two decades, Claire brings a wealth of knowledge and experience to her clients. Claire's qualifications include studies completed at RBS Morgans Limited via Kaplan Professional (2004), a Diploma of Financial Services from FINSIA (2006), a Graduate Diploma of Financial Planning from Kaplan Professional (2017), the FASEA Exam (2021), and Ethics and Professionalism in Financial Advice from Kaplan (2025). She is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, Claire offers tailored solutions in areas such as superannuation, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to build and preserve your assets • Expert retirement planning to secure your financial future If you're looking for personalised financial advice and a trusted partner to guide you on your financial journey, contact Claire Turton today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Risk management

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000231155

Verify on ASIC Register

Authorised Representative Number

000282458

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Claire Turton offer?

Claire Turton specialises in superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning. She's authorised to advise on a range of financial products, ensuring tailored solutions to meet your unique needs.

What are Claire Turton's qualifications and experience?

Claire has a Diploma of Financial Services, a Graduate Diploma of Financial Planning, and has passed the FASEA exam. She has been working in the financial services industry since 2004 and is a member of the Financial Advice Association of Australia (FAAA).

How does the financial advice process work with Claire Turton?

The process begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Claire then develops a personalised financial plan, implements the strategies, and provides ongoing reviews to ensure you stay on track.

What can I expect during my first meeting with Claire?

During your first meeting, Claire will take the time to understand your current financial situation, your short-term and long-term goals, and any concerns you may have. This information will help her to create a tailored financial plan that aligns with your specific needs.

Does Claire Turton have a specific approach to financial planning?

Yes, Claire takes a holistic approach to financial planning, considering all aspects of your financial life. She focuses on building long-term relationships with her clients and providing ongoing support to help them achieve their financial aspirations.

Get in Touch

Contact Claire directly for personalised advice.

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