Frank Santagada CFP® Dip FP AFB C.Dec
Frank has over 32 years experience providing strategic financial planning services and advice. He assists clients of all ages and circumstances with a variety of financial planning and investment solutions to achieve their objectives and solve complex problems.
He has a Diploma in Financial Planning (Dip FP); is a Commissioner for Declarations (C.Dec); and an Accredited Finance Broker (AFB).
Frank has in depth knowledge of superannuation and retirement issues and considerable experience in the establishment of practical wealth accumulation strategies.
He is skilled at helping people take control of their financial lives and explaining their options for saving, lending and investing for the future. Frank can assist clients with all aspects of financial planning and investment and has extensive experience in building income streams, portfolio management, trusts, social security, aged care and accommodation issues.
His clients include generations of families, with many younger clients referring their parents to him.
Frank is a passionate advocate for improving industry standards and helping people better understand planning and investment issues.
As qualified by the Financial Planning Association of Australia, Frank is a Certified Financial Planner® Professional.