Director / Financial Adviser
Frank intended to start his career as an engineer but part way through his degree he realised that he wanted a job working with people directly. After completing a business degree, Frank went overseas and managed to receive a job offer with Ameriprise (American Express) Financial Advisors. However, he returned to Australia instead and started his career with Newcastle Financial Planning Group, which is where he met Dan. Nine years, five workplace experiences and one MBA later, Frank is now realising his goal of running a business. As well as working with clients, Frank oversees business planning and development to improve our processes and ensure everything we do runs smoothly and efficiently. He has already kicked off a new automation project that will ensure the highest customer services experience is always achieved and clients are always engaged. Guess his aptitude for engineering has come in handy!