MenuFrank Fotopoulos CFP®
About Me
I provide wealth management services (financial planning & ongoing investment advice) to help clients meet their goals.
I am a Certified Financial Planner (CFP®), and hold a Bachelor of Commerce majoring in Economics, Finance, & Financial Planning.
Specific areas of advice include:
- Financial Planning
- Investment Advice
- Superannuation Advice
- Tax Planning
- Retirement & Estate Planning
Areas of Focus
- Cashflow management
- Debt management
- Estate planning
- Investments
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 4 Years -
Licensed By Morgans Financial Limited
