I like to assist people to achieve their goals by giving them a clear path and cutting through the red tape. I get job satisfaction from increasing a clients Age Pension benefits and allowing them to retire in a comfortable and stress free manner.
- 03 9375 5100
- 0407 357 404
- Moonee Ponds
Professional Memberships: Financial Planning Association of Australia.
Areas of Expertise: Centrelink, Retirement, Superannuation, Aged Care, Estate Planning.
Frank has been working in the Financial Services Industry for over 20 years, where he has assisted people experiencing hard times, and helped them make solid financial progress. Frank has been a Financial Adviser since 2001. He has completed an Advanced Diploma in Financial Services and is currently a Certified Financial Planner. Prior to becoming an Adviser, Frank has come from a highly successful sales and marketing background, where he has won many awards for excellence in customer service.
On a Personal Note:
Frank has recently started a family and loves spending quality time with his little girl. His other passions include sport with a keen interest in playing golf at as many golf courses in the world as possible, and watching AFL. Frank is also currently the Vice President for a local social Golf Club on the Mornington Peninsula and enjoys eating out and experiencing different cuisines.
Frank’s Client Relationships:
- “Frank is very attentive, Easy to deal with and dedicated, he allows people to enjoy retirement by removing all the head aches”