Ann specialises in superannuation, retirement planning and long term portfolio management. Together with Dave, Ann looks after the strategic and investment needs for private clients, high net worth individuals, wealth accumulators and not for profit organisations.
Ann has worked in the financial services industry for over 10 years. Prior to joining Franklin Advisory, she worked at Australia’s largest investment bank for 5 years. Ann began her career as a lawyer at an international law firm before serving as legal counsel to MLC. Ann’s legal background brings integrity and a valuable point of difference to our approach.
Ann holds a Bachelor of Laws (Hons 1) and a Bachelor of Arts (Jurisprudence) from the University of Adelaide along with an Advanced Diploma in Financial Planning.
Georgie commenced her career at Day Cutten in 1996 before the business was sold to Macquarie Bank in 1999. Georgie has accumulated over 20 years of experience in financial markets including financial planning and strategic advice and now brings this expertise to Franklin Advisory. Her tips for success are to go out of your way to meet people as you never know where a conversation will lead, to bring enthusiasm to whatever you do and to grab opportunities when they present themselves. She feels privileged to work with like-minded professionals who offer integrity and intelligence which is key to our clients’ financial success.
Georgie completed a Diploma in Financial Planning through Deakin University and is a designated Certified Financial Planner with The Financial Planning Association of Australia.
Sam is a Director of Franklin Advisory who previously worked in various roles at Australia’s largest investment bank for over 19 years, including looking after the financial planning and investment needs for private clients for over 10 years.
He holds a Bachelor of Business (Finance and Marketing) from the University of South Australia and a Graduate Diploma in both Financial Planning and Applied Finance & Investment.
Sam specialises in superannuation strategies, retirement planning and long term portfolio management.
Leon is an Investment Advisor and Portfolio Manager who previously worked at Australia’s largest investment bank for over 19 years. His experience and comprehensive education brings a valuable perspective to our team.
He earned a Bachelor of Commerce from Flinders University in 1998, a Bachelor of Business (Property) in 1996 and obtained his Graduate Diploma in Applied Finance and Investment in 2004.
Leon specialises in helping established families, successful professionals, businesses, farmers, and foundations to manage their wealth wisely and feel financially secure.
When not attending his kids tennis games he is usually supporting his beloved Essendon Bombers in the AFL, running a marathon or travelling.
Dave is an Investment Advisor and Portfolio Manager who previously worked at Australia’s largest investment bank for over 13 years. His experience prior to, and during this period enabled him to develop a business model focused on strong client service, risk management, sound advice and realistic expectations.
Dave earned a Bachelor of Business from the University of South Australia in 1998, and obtained his Graduate Diploma in Applied Finance and Investment in 2007.
Dave specialises in looking after a wide variety of clients including High Net Worth Families & Individuals, Private Clients (retirees and wealth accumulators), Family Foundations and Not for Profit Charities.