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Frank Fotopoulos

Frank Fotopoulos

Financial Adviser

Hawthorne, VIC 3122

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

Frank Fotopoulos is an ASIC-registered financial adviser dedicated to helping clients in Hawthorne, VIC, and beyond achieve their financial goals. With a Bachelor of Commerce from Deakin University Australia (2017) and a Diploma of Financial Planning from Monarch Institute (2018), Frank has built a strong foundation of knowledge and expertise. He further enhanced his skills with certifications in Ethics and Professionalism in Financial Advice and Tax for Financial Advising from Kaplan Professional, along with TASAC Lv2 Commercial Law, and became a Certified Financial Planner with the Financial Advice Association Australia (FAAA) in 2022. As an authorized financial adviser, Frank provides comprehensive advice across a range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. Frank’s key services include: • Superannuation advice to help you plan for a comfortable retirement • Insurance solutions to protect you and your family from unforeseen events • Wealth management strategies to grow and preserve your assets • Investment advice tailored to your individual needs and risk tolerance • Retirement planning to ensure you have a secure financial future Ready to take control of your financial future? Contact Frank Fotopoulos today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Government Debt Securities Superannuation strategies Wealth accumulation Insurance solutions Investment planning Retirement income planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001284899

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Frank Fotopoulos offer?

Frank Fotopoulos provides advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He tailors his advice to meet your specific financial needs and goals.

What qualifications does Frank Fotopoulos have?

Frank holds a Bachelor of Commerce from Deakin University Australia, a Diploma of Financial Planning from Monarch Institute, certifications from Kaplan Professional in Ethics, Tax and Commercial Law, and is a Certified Financial Planner with the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Frank Fotopoulos?

During your initial consultation, Frank will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps in the financial planning process.

How does Frank Fotopoulos stay up-to-date with the latest financial regulations and industry trends?

Frank is committed to ongoing professional development and regularly attends industry events, completes further training, and stays informed about changes in legislation and market trends to ensure he provides the most current and relevant advice.

What are the benefits of working with a Certified Financial Planner like Frank Fotopoulos?

Working with a CFP® professional like Frank ensures that you receive advice from a highly qualified and experienced adviser who adheres to a strict code of ethics and puts your best interests first. They have demonstrated expertise in financial planning and are committed to providing comprehensive and objective advice.

Get in Touch

Contact Frank 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.