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Vaughan Franks

Financial Adviser

CMA Financial Services Pty Ltd
Blackburn, VIC 3130

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About

Vaughan Franks is an ASIC-registered financial adviser dedicated to helping individuals and families in Blackburn, VIC, and across Australia achieve their financial goals. With a career spanning over two decades, Vaughan brings a wealth of experience and a commitment to providing tailored financial solutions. Vaughan holds an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning. He earned his Certified Financial Planner certification from the FAAA in 2006, demonstrating his dedication to upholding the highest standards of professionalism and ethics. Further qualifications include Margin Lending and Geared Investments, Self Managed Superannuation Funds Program, ASX Listed Products Accreditation Course (LPAC), and Ethics and Professionalism in Financial Advice. Vaughan is also a proud member of the Financial Advice Association of Australia (FAAA). Vaughan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also offer guidance on investment life insurance, life risk insurance, securities, and retirement savings accounts. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Vaughan today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Superannuation strategies Retirement planning Wealth accumulation Insurance solutions Investment advice Financial goal setting

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000225738

Verify on ASIC Register

Authorised Representative Number

000231419

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Vaughan Franks provide?

Vaughan Franks specializes in superannuation advice, retirement planning, wealth management, and insurance solutions. He provides tailored investment strategies designed to help you achieve your financial goals.

What qualifications does Vaughan Franks hold?

Vaughan Franks holds an Advanced Diploma of Financial Planning, a Graduate Diploma of Financial Planning and earned his Certified Financial Planner certification. He also has specialist qualifications in Margin Lending and Geared Investments and Self Managed Superannuation Funds.

How does Vaughan Franks approach financial planning?

Vaughan Franks takes a personalized approach to financial planning, focusing on understanding your individual circumstances, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your financial objectives.

What can I expect during my first meeting with Vaughan Franks?

During your initial consultation, Vaughan will discuss your current financial situation, future goals, and any concerns you may have. This meeting is an opportunity for you to get to know Vaughan and for him to understand your needs, ensuring he can provide the most relevant and effective advice.

Is Vaughan Franks registered and qualified to provide financial advice in Australia?

Yes, Vaughan Franks is an ASIC-registered financial adviser and a member of the Financial Advice Association of Australia (FAAA). He holds several relevant qualifications, including an Advanced Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and Certified Financial Planner certification.

Get in Touch

Contact Vaughan 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.