Lachlan Baker

Franc Mark Sterling

Gold
27 Yrs Experience
Sydney, NSW 2000
Whether you want to increase your assets and income, or simply preserve and protect them, Lachlan Baker and the team at Franc Mark Sterling can help. A financial planner for over 20 years, Lachlan understands the importance of providing his clients with holistic financial advice, which is why Franc Mark Sterling brings you a totally integrated financial management service. After discussing your financial situation and goals in detail, Franc Mark Sterling develop a strategy to successfully create wealth, manage risk, create income, build assets and manage taxation. Together with a network of professional partners in tax, accounting, property, legal and risk, they manage all the complexities of your finances so that you don’t have to. Lachlan is an Authorised Representative (238573) of Affinia Financial Advisers Ltd ABN 13 085 335 397 AFSL No. 237857.  Franc Mark Sterling’s Corporate Authorised Rep number is 238958. Lachlan is also a credit representative (404252) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237). For more information or to contact us, visit www.francmarksterling.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Franc Mark Sterling charge on an hourly rate of $770 per hour. Prior to proceeding with any charge, the client is fully informed of the benefits they will receive & the likely outcomes. The client will be provided with a fixed cost for their advice before proceeding.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 112
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Diploma of Financial Services
  • Language spoken
    • English

Franc Mark Sterling

Suite 4, Level 4, 3 Spring Street
Sydney, NSW 2000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.90
112 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 112

Sort by

5.00

"Lachlan and Misty are very personable and informative. Information is provided in a relaxed and comfortable environment, together they have tidied up our finances and made everything very easy. Highly recommended!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan and Misty make a perfect team and make the process of managing our investments a simple and clear process. The tax advice is also clear and sensible."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As a person that has little knowledge of how the finance market and stock market works I find I have a better understanding of where we are headed after a session with Lachlan."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always found Lachlan to be accessible with any queries and concerns that I have with regard to our investments. I have great confidence in his knowledge and integrity."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan has given me advice on loan products, property ownership for my family and management of superannuation. His advice has been clear and concise and he enlightened me to significant issues that I needed to know. I am very happy with his advice and implementation."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan's advice has been exceptional, in areas including: loan products, self managed super funds , managing debt , taxation and accounting . He clearly explains each area thoroughly , making the final decision process easy to make with confidence. I would highly recommend Lachlan and his team to family, friends and business associates."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel confident that i am in a better financial position and will be in a much better future financial position due to my advice and ongoing support with lachlan."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The whole process has been easy to understand and allowed me to expand my knowledge of finance and my personal financial position. I feel able to contact Lachlan if any changes happen in my financial position and confident that the situation will be well managed to ensure I won't be negatively impacted by any unforeseen circumstances."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan and team have been extremely helpful since managing my financial affairs. I feel very comfortable knowing all my finances are looked after in one place, and has saved me alot of time over the years."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lachlan has provided great advice to manage our short term and long term goals. His strategies and explanations are very clear and efficient. I would highly recommend Lachlan to anyone!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 112

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services

Level
5 - Diploma
Institution
Financial Services Training and Assessments (FSTA)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate

Institute of Public Accountants (IPA)

Membership type
Associate
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