WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
AF

Archie Franz

Financial Adviser

RightTrac Financial Services Pty Ltd
Kearneys Spring, QLD 4350

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Archie Franz is an ASIC-registered financial adviser dedicated to helping clients in Kearneys Spring and across Australia achieve their financial goals. With a Bachelor of Business from the University of Southern Queensland (USQ) obtained in 1994, a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd (2006) and a Certificate IV in Finance and Mortgage Broking from Finance and Related Services Training Academy (FARSTA) (2017), Archie possesses a wealth of knowledge and experience to guide you through the complexities of financial planning. As a proud member of the Finance Brokers Association of Australia (FBAA) and the Financial Advice Association of Australia (FAAA), Archie adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. Archie is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Archie offers expert advice and tailored strategies in the following key areas: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment guidance Ready to take control of your financial future? Contact Archie today to schedule a consultation and discuss your specific needs and aspirations.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000535632

Verify on ASIC Register

Authorised Representative Number

000291818

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Archie Franz provide?

Archie is authorized to provide advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you create a comprehensive financial plan tailored to your specific needs.

What are Archie Franz's qualifications and professional memberships?

Archie holds a Bachelor of Business from the University of Southern Queensland (USQ), a Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd, and a Certificate IV in Finance and Mortgage Broking from Finance and Related Services Training Academy (FARSTA). He is a member of the Finance Brokers Association of Australia (FBAA) and the Financial Advice Association of Australia (FAAA).

How does Archie Franz approach financial planning?

Archie takes a client-centered approach, focusing on understanding your individual goals, risk tolerance, and financial situation. He will then develop a personalized strategy to help you achieve your objectives.

What can I expect during my first meeting with Archie Franz?

During your initial consultation, Archie will discuss your financial goals, gather information about your current situation, and explain his services in detail. This is an opportunity for you to ask questions and determine if Archie is the right financial adviser for you.

Why should I choose Archie Franz as my financial adviser?

Archie's extensive qualifications, experience, and commitment to ethical practice make him a trusted choice for financial advice. He is dedicated to providing personalized solutions and helping clients achieve long-term financial security.

Get in Touch

Contact Archie 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.