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Jesse Franks

Financial Adviser

Focused Financial Advice
Newcastle, NSW 2300

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About

Jesse Franks is an ASIC-registered financial adviser based in Newcastle, NSW, dedicated to helping clients achieve their financial goals. With a strong educational foundation including a Graduate Diploma in Legal Practice and a Juris Doctor from The University of Newcastle (both 2020), Jesse is currently completing a Graduate Diploma of Financial Planning from Kaplan Professional (2025), enhancing his expertise in the financial sector. Jesse is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for each client's unique needs. This includes superannuation, insurance, wealth management, and retirement planning strategies. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jesse Franks today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Insurance advice Investment strategies Risk management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000286219

Verify on ASIC Register

Authorised Representative Number

001319245

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice can Jesse Franks provide?

Jesse Franks is authorised to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Jesse Franks have?

Jesse Franks holds a Graduate Diploma in Legal Practice and a Juris Doctor from The University of Newcastle (both 2020). He is currently completing a Graduate Diploma of Financial Planning from Kaplan Professional (2025).

How can wealth management strategies help me?

Wealth management strategies are designed to help you grow and protect your assets over time. Jesse Franks can assess your current financial situation, understand your goals, and create a personalized plan to help you achieve them.

What is the process for getting financial advice from Jesse Franks?

The process typically begins with an initial consultation to discuss your financial goals and current situation. Jesse will then gather information, analyse your needs, and develop a tailored financial plan. Regular reviews and adjustments ensure your plan remains aligned with your evolving goals.

What should I expect from a retirement planning session with Jesse Franks?

During a retirement planning session, Jesse Franks will assess your current retirement savings, project your future income needs, and develop a strategy to help you achieve a comfortable retirement. This may include advice on superannuation, investments, and other retirement income sources.

Get in Touch

Contact Jesse directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.