Ryan Turner Email and Phone Number
I am a financial adviser with over 10 years’ experience and holds a Master of Business Administration. I am dedicated to improving the financial future of my clients and understand that the basis of effective financial planning comes from building lasting relationships with clients. I am passionate about making a difference in their lives.I have worked with a variety of clients, from individuals to businesses, and have helped them achieve their financial goals. My journey began as a small business owner and is part of the reason I can relate to my clients' unique challenges.E: rt@boutiqueadvisers.com.auT: 08 9381 8779Ryan Turner and Boutique Advisers Private Wealth are Authorised Representatives of Boutique Advisers Pty Ltd (AFSL 554650)This page contains general advice which does not consider your particular circumstances. You should obtain personal financial advice from Boutique Advisers Private Wealth to ensure the advice is right for you and consider the Product Disclosure Statement before making any decision about a financial product. You should also note that past performance is often not a reliable indicator of future performance and you should not rely solely on past performance to make investment decisions.
Carbon Group
View- Website:
- carbongroup.com.au
- Employees:
- 220
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Senior Financial Adviser At Carbon GroupCarbon GroupPerth, Wa, Au -
Senior Financial AdvisorBoutique Advisers Private Wealth Sep 2024 - PresentSubiaco, Western Australia, Australia -
Senior Associate, Funds Management At Wingate GroupWingate Apr 2024 - Sep 2024Perth, Western Australia, AustraliaWingate is a leading Australian private markets finance and investment house with global reach. Wingate originates and manages investment opportunities across property, corporate investments and consumer finance, with a focus on private debt. We support each investment opportunity we originate by co-investing alongside our managed funds. Prior to joining Wingate, Ryan ran a financial advice business where he provided investment advice to a diverse client base of high-net worth individuals and families, and organisations. His primary role was to provide strategy advice to clientele on the management of wealth, retirement planning, and the strategic allocation of capital across all asset classes.E: rturner@wingate.com.auM: +61 477 311 291 -
FounderThe Fitness Well Jan 2021 - Apr 2024Perth, Western Australia, AustraliaThe Fitness Well is a popular national and international online fitness business that provides a variety of workouts.We have:- Active Life: workouts to suit all people's fitness goals- Golf & Tennis specific workouts: professionally designed programs to maximise performance.- Injury Prevention: programs to help people avoid injury, and be fit and healthy.Customers sign up and are guided through professionally designed programs with pictures and clips to enhance their performance. Passionate about health, fitness, and sport, with a history of training top athletes, I identified a gap in the market for training programs that would suit all ages and levels. Leveraging prior experience as a business owner and skills learned through MBA electives in Entrepreneurship and Innovation, I conducted a detailed business plan and strategy, constructed the business model, and participated in all facets of business development.Achievements• Established business relationships with the national golf retail business in Perth, Drummond Golf.• Developed a business relationship with Perth Golf Network (WA’s biggest social golf club and completed an email campaign to its members.)• Built a business relationship with pro tennis player Matt Ebden plus numerous WA tennis coaches to promote the website through their social media channels and members. -
Mba CandidateThe University Of Western Australia Mar 2021 - Dec 2022Perth, Western Australia, AustraliaThe UWA Business School is one of the premier business schools in the Asia-Pacific region, and is one of only eight institutions in Australia to be accredited by both EQUIS and AACSB.Skills developed from the MBA program units - Effective individual behavioural skills in face-to-face negotiation- Apply strategy models, frameworks and tools, and develop the knowledge and skills to strategically transform an organisation- Value both debt and equity securities- Translate statistical findings into managerial actions- Apply marketing principles and develop theoretical marketing knowledge in a local and global context- Apply frameworks to systematically identify, evaluate and exploit entrepreneurial opportunities- Identify the critical stages of growth of small businesses -
Owner And PrincipalRjjo Financial Services 2011 - 2020Subiaco, Perth, Western AustraliaIn 2011, I bought this struggling Financial Service that catered to mid-level Australians and high net worth individuals from a range of occupations. I won a national award in the first two years, transformed the business model and sold the business in 2020 for quadruple its purchase price. The success of this business hinged on extensive marketing campaigns to build my client base and building business relationships to get referrals. Responsibilities• Managed a team of employees and provided ongoing coaching and mentorship to enhance skills and performance.• Implemented a business plan and strategy and continued to construct the business model on an ongoing basis.• Participated in numerous advice and business audits and met high levels of compliance standards as measured by ASIC.• Converted prospects at an 80% success rate from meetings.• Created ongoing strategy advice to clients to continue to meet financial objectives plus address changes in financial position.Notable Achievements• Responsible for managing over 150 personal client accounts and over $100 million in funds.• Won the Hillross New Adviser of the Year Award (National Competition) in 2013 for demonstrating outstanding commitment to clients, the community and the profession, judged by an expert panel including the then CEO of the Financial Planning Association of Australia.• Increased turnover by 400 per cent within eight years with a client turnover of less than 2 per cent every year. • Transformed the business from 100 per cent commission-based revenue into an active client fee-for-service revenue business which accounted for 90 per cent of the business income.
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DirectorFitness Threshold Jan 1998 - Dec 2010Perth, Western Australia, AustraliaGym Manager, South of Perth Yacht Club• Elite Tennis Program, Floreat Tennis Club• Gym Manager, WA Club• Junior Fitness Development Coach, East Perth FC, South Fremantle FC, Subiaco FC• Coordinator, Out of School Sport Program with Scotch College Jnr School• Websites: www.fitnessthreshold.com.au/ www.betterhealthguide.com.au
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State Fitness CoachTennis West Jan 2006 - Dec 2009Perth, Western Australia, AustraliaResponsibilities• Preparing, managing and driving strength and fitness programmes for athletes between the ages of 10-15 years.• Working with Tennis Australia strength and fitness staff to continuously improve the performance of players.• Successful implementation of a level-based strength development programme.• Attended the 2008 14s Nationals Team Event and assisted with physical preparation and management of players. -
TeacherNumerous Schools Jan 2001 - Dec 2009Perth, Western Australia, AustraliaI taught at numerous high schools over 9 years in Physical Education. I coached Australian Rules Football and Cross Country.
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Exercise PhysiologistHealth On The Move Jan 2004 - Dec 2005Perth, Western Australia, AustraliaResponsibilities• Preparing, managing and executing executive health assessments.• Performing individual reviews with executive clients illustrating their health status.• Providing solutions and information for clients in regard to targeting key indicators of health status.• Involved in the production stage of online health and fitness web system that targeted company’s corporate clients' needs and requirements. -
Strength And Conditioning CoachPerth Wildcats Jan 1998 - Dec 2001Perth, Western Australia, AustraliaPreparing and managing strength and fitness programmes for players on a group and individual basis.
Ryan Turner Education Details
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Business Administration And Management, General -
PinnacleFinancial Services -
Financial Services -
Physical Education Teaching And Coaching -
Sports Science
Frequently Asked Questions about Ryan Turner
What company does Ryan Turner work for?
Ryan Turner works for Carbon Group
What is Ryan Turner's role at the current company?
Ryan Turner's current role is Senior Financial Adviser at Carbon Group.
What schools did Ryan Turner attend?
Ryan Turner attended The University Of Western Australia, Pinnacle, Kaplan Professional, Edith Cowan University, Edith Cowan University.
Who are Ryan Turner's colleagues?
Ryan Turner's colleagues are Corinne Brown (Dunkinson), Jessica Evans, Ryan Eastman, Arisa Shakya, Ahmad Kamil Zuber Fcca, Ca(M), Annika Warren, Erica Kamus.
Not the Ryan Turner you were looking for?
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Ryan Turner
Senior Events And Student Recruitment, University Of South Australia | Communications And Marketing | Creative & Education FuturesGreater Adelaide Area -
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1xstratacopper.com.au
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Ryan Turner
Corporate Finance Graduate Analyst @ Bdo | Actuarial Studies And Commerce (Finance) Graduate @ UnswSydney, Nsw -
Ryan Turner
Brisbane, Qld
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