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Frank Fotopoulos

Morgans Financial Ltd

Silver
4 Yrs Experience
Hawthorn, VIC 3122

I offer wealth management services (strategic financial planning & ongoing investment advice) to clients.

Strategic Financial planning can include: Wealth Creation, Tax Planning Strategies, Superannuation (incl. SMSF), Retirement Planning, Debt Management, and Estate Planning.

Investment advice involves developing a coordinated and tailored investment strategy both personally and within any entities (Superannuation, Family Trusts, Company), and managing this on an ongoing basis. We invest in Australian shares, International Shares, Listed Property Trusts, and Fixed Interest.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2021
  • Years of experience 4
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Morgans Financial Ltd

822 Glenferrie Rd
Hawthorn, VIC 3122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Morgans Financial Ltd

AFSL 235410