Financial Adviser
· SYDNEY, NSW
Chloe Elizabeth Franks
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306154
Chloe Elizabeth Franks is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Chloe is currently authorised under Alliance Wealth Pty Ltd. Chloe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Planning) from University of New England.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Diploma of Financial Planning
Kaplan Professional
2021
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Bachelor of Commerce (Financial Planning)
University of New England
2024
SMSF Regulations and Taxation Course
Kaplan Higher Education
2025
Margin Lending Specialist Course
Margin Lending Specialist Course