Chloe Franks
Financial Adviser
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About
Chloe Franks is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals achieve their financial goals with clear, personalised advice. Chloe holds a Bachelor of Commerce (Financial Planning) from the University of New England, an Advanced Diploma of Financial Planning, and a Diploma of Financial Planning from Kaplan Professional. She continually updates her knowledge, having completed the SMSF Regulations and Taxation Course and the Margin Lending Specialist Course. As an authorised representative, Chloe provides expert advice across a range of financial products, including superannuation, insurance, and retirement planning. She is committed to providing Australians with the advice they need to navigate the complexities of financial planning. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Retirement planning strategies • Advice on Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Chloe Franks today for a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Chloe Franks offer?
Chloe Franks specialises in superannuation advice, insurance (including Investment Life Insurance and Life Risk Insurance), retirement planning, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Chloe Franks have?
Chloe holds a Bachelor of Commerce (Financial Planning) from the University of New England, an Advanced Diploma of Financial Planning, and a Diploma of Financial Planning from Kaplan Professional. She has also completed specialist courses in SMSF Regulations and Taxation, and Margin Lending.
How does the financial planning process with Chloe Franks work?
The process typically starts with an initial consultation to understand your financial situation and goals. Chloe will then develop a personalised financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your changing circumstances.
What should I expect during my first meeting with Chloe Franks?
During your initial consultation, Chloe will ask detailed questions about your financial situation, goals, and risk tolerance. This information will help her understand your needs and develop a suitable financial plan. You will also have the opportunity to ask any questions you may have.
Can Chloe Franks help me with my retirement planning?
Yes, Chloe specialises in retirement planning and can provide advice on strategies to help you achieve your retirement goals. She can assist with superannuation, retirement savings accounts, and other investment options to ensure a comfortable retirement.
Get in Touch
Contact Chloe directly for personalised advice.
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