Financial Adviser
· BUNBURY, WA
Barbara Libby Franklin
No disciplinary history on record with ASIC
BUNBURY,
WA
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000286494
About Barbara Libby Franklin
Barbara Libby Franklin is a financial adviser based in Bunbury, Western Australia, with 22 years of experience in the financial services industry since 2004. Barbara is currently authorised under Infocus Securities Australia. Barbara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Barbara's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2017
Accredited Aged care Professional
Aged Care Steps
2017
Self Managed Superannuation Funds
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
CAMWAL PTY LIMITED
GUARDIANFP PTY LIMITED
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register