Financial Adviser
· WARNERS BAY, NSW
Cassandra Franks
No disciplinary history on record with ASIC
WARNERS BAY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271826
About Cassandra Franks
Cassandra Franks is a financial adviser based in Warners Bay, New South Wales, with 8 years of experience in the financial services industry since 2018. Cassandra is currently authorised under Team Super Services. Cassandra holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cassandra's qualifications include a Bachelor of Business from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business
University of Newcastle
2018
Diploma of Financial Planning
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2022
TASACLv2 Commercial Law
Kaplan Professional