Frank Fotopoulos
CFP® BCom DipFP
Financial Adviser
I provide tailored financial advice to help retirees, families, and high-net-worth individuals grow and protect their wealth in a tax effective manner.
Frank joined Morgans Hawthorn in 2018 and specialises in the provision of strategic financial planning and ongoing investment advice. As a Certified Financial Planner (CFP®) and member of the Financial Advice Association Australia (FAAA), Frank is committed to delivering high-quality, personalised advice to his clients.
Investment Style
Frank takes a long-term, disciplined approach to investing, constructing diversified portfolios tailored to each client’s individual needs. Franks utilises a combination of fixed interest, Australian shares, international shares, and property trusts to help clients build wealth while managing risk effectively.
Services and Specialties
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Investment Advice
Financial Planning
Qualifications and Professional Affiliations
Tax for Financial Advising
Bachelor of Commerce
Diploma of Financial Planning
TASA Commercial Law
Ethics and Professionalism in Financial Advice
Associations
Member of the Financial Advice Association Australia
Competencies
Life Insurance
Financial Planning
Generic
Managed Investments
Securities
Superannuation
I am employed by Managing Wealth Pty Ltd which operates the business of Morgans Financial Limited - Hawthorn. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
