|Name||Frances Easton, CFP®|
|Company||Alman Partners Pty Ltd|
Cnr River & Sydney Street
Mackay, QLD 4740
|Phone||07 4957 2572|
Frances joined Alman Partners in 1999 and became a partner in 2005.
Frances is an expert in many aspects of finance and investment strategies and excels at helping clients with complex situations. With a wealth of experience in the financial services industry, Frances has the ability to explain the sources of investment returns and how portfolios take advantage of them.
Frances expresses great empathy with and concern for her clients. She has a unique ability for taking complex financial matters, breaking them down, and then translating them into essential, simple terms for her clients.
Frances is one of the highest qualified Financial Planners in Australia. She was awarded a Masters Degree in Financial Planning from the University of the Sunshine Coast, in addition to a Bachelor of Business majoring in Accounting from Central Queensland University. Frances also holds a Diploma of Financial Planning from Deakin University and holds the professional designation of Certified Financial Planner®. In 2015, Frances attained SMSF Specialist Advisor accreditation and in 2017 achieved accreditation as a Tax (financial) adviser from the Tax Practitioners Board.
Frances has been a board member of the Mackay Community Foundation since January 2018; engaging with the community to raise awareness of the Foundation, and raising funds for those less privileged in our community. She has also taken on the role of Treasurer of the Mackay Financial Planning Career Development Group since January 2018.