Passion and purpose; two words that typify Fran’s approach. Committed to helping people realise these ambitions, Fran advocates a wealth mindset, one which she achieves through financial empowerment. She does this by breaking down and explaining complex financial products and concepts in a straightforward and plain-English manner.
Recognised for her positive and proactive character, Fran understands the gravity of being entrusted to guide a person’s financial journey and thus, works quickly to establish confidence and rapport. Specialising in a bespoke financial services offer, Fran tailors individual plans to service the needs of each client’s unique situation. Areas of specialisation include wealth management, financial services, retirement planning and superannuation. She is well-credentialed, a valued mentor and sought after presenter.
If you’re looking for a media savvy and well-respected practitioner who is determined to unlock your financial potential, look no further.
Master in Applied Finance (MAppFin)
Certified Financial Planner (CFP)
Advanced Diploma in Financial Planning (DipFP)
Speakers Institute Protégé
Finance & Financial Services
Financial Wellbeing Expert
Goals-based Financial Coach
Self-Managed Superannuation Fund advice
Separation Financial Mediator
Small Business Advisory
Wealth Protection structure