Nathan Franks
Financial Adviser
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About
Nathan Franks is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business from Australian Catholic University (2003) and accreditation from the Listed Product Adviser Program at Kaplan Professional Education (2017), Nathan possesses a strong foundation of knowledge and expertise. As a member of the Financial Advice Association of Australia (FAAA), Nathan adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet each client's unique needs. Nathan can assist with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Nathan is committed to building long-term relationships with his clients, providing clear and straightforward guidance to navigate the complexities of the financial landscape. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Nathan can help you develop a sound financial strategy. Contact Nathan today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Nathan Franks offer?
Nathan Franks specializes in superannuation advice, insurance, wealth management, retirement planning, and investment strategies. He is authorized to provide advice on various financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Nathan Franks have?
Nathan Franks holds a Bachelor of Business from Australian Catholic University (2003) and is accredited through the Listed Product Adviser Program at Kaplan Professional Education (2017). He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Nathan Franks?
The process typically begins with an initial consultation to understand your financial goals and current situation. Nathan will then develop a tailored financial plan to address your specific needs. Regular reviews and adjustments are made to ensure the plan remains aligned with your changing circumstances.
How can wealth management advice help me?
Wealth management advice helps you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. It aims to optimize your financial well-being and achieve your long-term financial objectives.
What should I expect during my first meeting with Nathan Franks?
During your first meeting, expect to discuss your financial goals, current financial situation, and any concerns you may have. Nathan will explain his approach to financial planning and answer any questions you have about his services and qualifications. This meeting is an opportunity to determine if Nathan is the right fit for your needs.
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