Francis Lake

Private Wealth Adviser

Background

Francis is a Private Wealth Adviser who has built a solid track record of delivering high-quality advice over his six years in the industry. He demonstrates a strong passion for enhancing his clients’ financial wellbeing, catering to individuals at every stage of life.

Whether it’s crafting wealth creation strategies for young professionals or implementing asset protection and income strategies for those in retirement, Francis is dedicated to providing his clients with greater financial freedom and peace of mind. His services are comprehensive, seamlessly integrating both investment advice and financial planning expertise to ensure a holistic and precise approach to meeting his clients’ financial needs.

Clients working with Francis can rely on his expertise in delivering comprehensive financial advice, developing effective wealth creation strategies, implementing robust asset protection measures, creating tailored income strategies, offering insightful investment advice, and providing thorough financial planning.

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

  • Bachelor of Laws (Honours)
  • Bachelor of Business (Finance)
  • Admitted Lawyer, Queensland Supreme Court
  • Graduate Diploma of Financial Planning

Certifications

Areas of Advice

  • Deposit and Payment - Non-basic Deposit Product
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes, including IDPS & MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation

Office

Brisbane
Level 34/71 Eagle St Brisbane City QLD 4000
(07) 3214 5555
brisbane@ords.com.au

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