Frank Khouri
Financial Adviser
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About
Frank Khouri is an ASIC-registered financial adviser dedicated to helping individuals and families in Windsor, NSW, and beyond achieve their financial goals. With a Bachelor of Business from the University of Technology Sydney (1977) and specialist qualifications including SMSF (Kaplan, 2009), Margin Lending & Geared Investments (Kaplan, 2010), and Cert IV in Finance & Mortgage Broking (Kaplan, 2012), Frank possesses a wealth of knowledge and experience to provide comprehensive financial advice. As a member of CPA Australia (CPA), Frank adheres to the highest ethical and professional standards, ensuring that his clients receive trusted and reliable advice. Frank is authorized to provide advice on a range of financial products including superannuation, wealth management, retirement planning, securities, retirement savings accounts and government debt securities. He specialises in creating tailored strategies to suit each client's unique circumstances. Frank's key services include: • Superannuation advice • Wealth management strategies • Retirement planning solutions • Investment advice (securities and government debt securities) Ready to take control of your financial future? Contact Frank Khouri today to schedule 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 Frank Khouri offer?
Frank Khouri provides advice on a range of financial products including superannuation, wealth management, retirement planning, securities, retirement savings accounts and government debt securities. He can help you create a tailored financial plan to achieve your specific goals.
What are Frank Khouri's qualifications?
Frank holds a Bachelor of Business from the University of Technology Sydney (1977) and specialist qualifications including SMSF (Kaplan, 2009), Margin Lending & Geared Investments (Kaplan, 2010), and Cert IV in Finance & Mortgage Broking (Kaplan, 2012).
What can I expect during my first meeting with Frank Khouri?
During your first meeting, Frank will take the time to understand your current financial situation, your goals, and your risk tolerance. He'll then discuss potential strategies and solutions that align with your needs and objectives.
How can Frank Khouri help me with my retirement planning?
Frank can help you develop a comprehensive retirement plan that considers your income needs, investment options, and superannuation strategies. He'll work with you to ensure you have a comfortable and secure retirement.
What professional memberships does Frank Khouri hold?
Frank is a member of CPA Australia (CPA), demonstrating his commitment to ethical and professional standards.
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