|Company||Nexia Perth Financial Solutions|
88 William Street
Perth, WA 6000
|Phone||0418 713 582|
|Mobile||0418 713 582|
Fran’s background is superannuation and retirement planning, having commenced her career when compulsory superannuation was at its infant stage in 1987.
Fran attained a Masters in Applied Finance from University of Western Sydney and is a Certified Financial Planner™ professional, member of the Financial Planning Association of Australia. She has been recognised as a Senior Wealth Adviser through Count Financial Ltd, an Authorised Representative who has additional qualifications beyond that of industry standards and has demonstrated a high level of financial planning competence, compliance and education.
Now, as an Authorised Representative and Director of Nexia Perth Financial Solutions, Fran’s passion is to assist clients in attaining their desired financial goals. She does this by firstly understanding their aspirations, dreams and goals, for a life desired. Then bringing this to life with proven financial pathways, and guiding through the maze to attaining their goals. She understands how busy life can get, as such, she takes the time to meet you in the comfort of your home, and tailors a plan that suits you and your lifestyle.
In 2012 Fran was awarded Female Advisor of the Year by Count Financial Ltd for outstanding services to clients in wealth management services, and again nominated by her peers for Female in Excellence Award in 2016. Today, she heads up the Financial Planning Association (FPA) committee in Western Australia as their Chapter Chair.