David Franklin
Financial Adviser
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About
David Franklin is an ASIC-registered financial adviser based in Deakin, ACT, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. David's extensive qualifications ensure he provides the highest level of service and expertise. He holds a Professional Diploma in Stockbroking and a Diploma of Financial Planning, complemented by specialized training in areas such as Estate and Succession Planning, Client Engagement Skills, and taxation. His commitment to ongoing professional development is evidenced by completing the FASEA exam and ongoing studies with Kaplan Professional. David is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. He focuses on building long-term relationships with his clients, understanding their unique circumstances, and tailoring strategies to meet their specific needs. • Superannuation advice • Wealth management • Securities advice • Government Debt Securities advice Ready to take control of your financial future? Contact David Franklin today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Franklin offer?
David Franklin provides advice on superannuation, wealth management, securities, and government debt securities. He offers comprehensive financial planning services tailored to your individual needs.
What qualifications does David Franklin have?
David holds a Professional Diploma in Stockbroking, a Diploma of Financial Planning, and has completed the FASEA exam. He also has several accreditations from the Stockbrokers Association of Australia and Kaplan Professional, demonstrating his commitment to ongoing professional development.
What can I expect during my first meeting with David?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline how he can assist you in achieving your financial objectives and explain his advisory process.
How does David Franklin stay up-to-date with the latest financial regulations and market trends?
David is committed to continuous professional development. He regularly attends industry seminars, completes further education, and stays informed about changes in legislation and market conditions to provide his clients with the most current and relevant advice.
What is David's approach to financial planning?
David believes in building long-term relationships with his clients based on trust and understanding. He takes a holistic approach to financial planning, considering all aspects of your financial life to create a personalized strategy that aligns with your goals and values.
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