Financial Adviser · KEARNEYS SPRING, QLD

Archie Jason Franz

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000291818

Archie Jason Franz is a financial adviser based in Kearneys Spring, Queensland, with 20 years of experience in the financial services industry. Archie is currently authorised under Righttrac Financial Services Pty Ltd. Archie 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 Business from University of Southern Queensland (USQ). Archie is a member of FBAA - Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Business
University of Southern Queensland (USQ)
2006
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2017
Certificate IV in Finance and Mortgage Broking
Finance and Related Services Training Academy (FARSTA)

Registration History

Dec 2021 - Present Current
Nov 2020 - Dec 2021 Ceased
Aug 2010 - Nov 2020 Ceased
Sep 2008 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register