Frank commenced his financial planning career in 2012 shortly after arriving to Australia’s shores from his native Ireland. Having progressed through the ranks from Client Relationship Manager with a boutique planning firm in Northern New South Wales, Frank has established himself as a fully FASEA compliant senior financial adviser who holds an Advanced Diploma in financial planning, the Fellowship of Chartered Financial Practitioners (FChFP) designation and most recently the Graduate Diploma of Financial Planning. He is also a member of the Association of Financial Advisers (AFA)
With a passion for helping his clients achieve their financial goals, Frank has a keen eye for detail in identifying strategies to improve their position. In doing so, frank has an aptitude for improving his client’s financial literacy, diligently helping them make better informed, prudent financial decisions. His loyal client base attest to his friendly, straightforward approach that compliments his professional integrity.
When not in the office, Frank enjoys camping trips, exploring the great outdoors with his wife Sharne and their two young sons. He is also fitness conscious, attends the gym regularly and plays goalkeeper for a local indoor soccer club.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 36
- First year providing advice 2017
- Years of experience 7
-
Highest qualifications
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
-
Language spoken
- English
Wealth Architects Pty Ltd
39 Wharf StTweed Heads, NSW 2485
Licensed by
Insight Investment Services Pty Ltd
AFSL 309996