Frank is a Private Wealth Adviser with more than 17 years of experience in financial advice. He specialises in a top-down management approach to asset allocation and portfolio construction, with a particular expertise in ongoing full-service portfolio management.
Frank’s clients include high net worth retail clients, institutional investors, and professional and sophisticated investors, with whom he has cultivated long-standing and trusted relationships. His main areas of expertise encompass portfolio construction, superannuation, and wealth transition management.
Frank provides comprehensive advice on Australian and international equities, fixed interest, bonds, managed investments, and the construction and management of self-managed super funds (SMSFs).
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