Frank Cassells
Financial Adviser
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About
Frank Cassells is an ASIC-registered financial adviser based in Maroochydore, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from James Cook University (1984) and accreditation from the Chartered Accountants Program at the Institute of Chartered Accountants Australia (1989), Frank brings a wealth of knowledge and experience to his practice. As a member of Chartered Accountants Australia and New Zealand (CA ANZ), Frank adheres to the highest ethical and professional standards, ensuring clients receive advice they can trust. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Frank can also advise on Investment Life Insurance, Life Risk Insurance, Securities and Retirement Savings Accounts. Frank offers a comprehensive suite of services designed to meet your unique financial needs: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family from unforeseen events. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. • Investment strategies tailored to your risk tolerance and financial goals. Ready to take control of your financial future? Contact Frank Cassells today for a consultation and personalized financial plan.
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Frequently Asked Questions
What types of financial advice does Frank Cassells offer?
Frank Cassells provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. He can help you with various aspects of your financial life.
What qualifications does Frank Cassells have?
Frank Cassells holds a Bachelor of Commerce from James Cook University and completed the Chartered Accountant Program at the Institute of Chartered Accountants Australia. He is also a member of Chartered Accountants Australia and New Zealand (CA ANZ).
How does Frank Cassells tailor his advice to individual client needs?
Frank works closely with each client to understand their specific financial situation, goals, and risk tolerance. He then develops a personalized financial plan that addresses their unique needs and helps them achieve their objectives.
What can I expect during my first meeting with Frank Cassells?
During your first meeting, Frank will discuss your financial goals, current situation, and any concerns you may have. This initial consultation helps him understand your needs and determine how he can best assist you. It's a great opportunity to ask questions and get to know Frank.
Why is it important to seek advice from an ASIC-registered financial advisor?
Seeking advice from an ASIC-registered financial advisor like Frank Cassells ensures that you are working with a professional who meets strict regulatory requirements and adheres to ethical standards. This provides you with confidence that you are receiving sound and trustworthy financial advice.
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