"I provide tailored financial advice to assist you in meeting your goals. In doing so, I consider all aspects of financial planning including wealth creation, portfolio management, retirement planning, wealth protection & estate planning."
Frank joined Morgans Camberwell in February 2018 and specialises in the provision of superannuation, insurance & investment advice. Frank holds a Bachelor of Commerce (Finance, Financial Planning & Economics), as well as a Diploma of Financial Planning.
Services and specialities
- Wealth Management
- Superannuation Advice
- Self-Managed Super Funds
- Retirement and Estate Planning
- Personal Insurance
Investment Style
Frank takes a long-term approach when investing for clients, utilising fixed interest, Australian shares, international shares & property trusts to build well-diversified portfolios.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Deakin University Australia, 2017
- Diploma of Financial Planning, Monarch Institute, 2018
- Ethics and Professionalism in Financial Advice, Kaplan, 2020
- Tax for Financial Advising, Kaplan, 2020
- TASA Commercial Law, Kaplan, 2021
- CERTIFIED FINANCIAL PLANNER®, FPA, 2022
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Securities
- Superannuation
- Life Insurance
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.