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.
Frank demonstrates a high level of integrity, sound advice and timely communication in all of our dealings. Highly recommended.
A wealth of knowledge with a holistic approach to financial advice, going above and beyond to ensure the best possible outcome for his clients.
"Frank is very knowledgeable across the board on financial and investment matters. His has been very helpful in giving clear direction and diversification with my superfund. He has been able to comfortably and clearly explain to me the spread of investment to suit my requirement. I am very happy with Frank's advice and service."
We have been dealing with Frank through United Wealth Partners in Tweed Heads for just over a year now and are extremely happy with the advice he and the staff have given us. They are always available when we have a query and prompt in getting the answers for us. As complete novices in how to set ourselves up for a secure retirement we couldn't be happier with the way our investments are proceeding at the moment.
Francis has been helping with setting me up ready for retirement. His explanations were easy to understand. I am very satisfied with all dealings with Francis.
- Adviser status Gold
- Number of reviews 36
- First year providing advice 2017
- Years of experience 6
- Fellow Chartered Financial Practitioner (FChFP)
- Graduate Diploma of Financial Planning
Wealth Architects Pty Ltd39 Wharf St
Tweed Heads, NSW 2485
Insight Investment Services Pty Ltd