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Frank Fotopoulos
CFP® BCom DipFP
Financial Adviser
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.
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.
Services and Specialties
Retirement and Estate Planning
Personal Insurance
Superannuation Advice
Self-Managed Super Funds
Wealth Management
Qualifications and Professional Affiliations
Tax for Financial Advising
Bachelor of Commerce
Diploma of Financial Planning
TASA Commercial Law
Ethics and Professionalism in Financial Advice
CERTIFIED FINANCIAL PLANNER®
Associations
Member of the Financial Advice Association Australia
Competencies
Life Insurance
Financial Planning
Generic
Managed Investments
Securities
Superannuation
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.
