Our story started at Australia’s largest investment bank circa 1999. After close to twenty years, we sought a new direction, forming Franklin Advisory in 2018 with a view to combine our strengths, perspectives and experience to the benefit of you – our clients.
We believe many have become disenfranchised by larger institutions who have become constrained by proprietary product distribution, corporate objectives and industry relationships. As such Franklin Advisory was established to provide trusted, well researched and high-quality tailored solutions to you.
We appreciate the need for simple financial solutions in a complex financial world. Our aim is to provide you with bespoke investment advice whilst giving you greater control over your assets and make investment decisions that favour your specific income, capital, risk and tax position.
Our core values filter into every aspect of our business and provide a foundation for behaviour, attitude and decision making. We think, build, plan and imagine for the long term.
Our advisory team leads the market with a strong academic background and over eighty years of investment experience. Collaborative thinking and constant research ensures our team remains fully informed as to the investment climate, outlook and implications for our clients.
Together we leverage the knowledge and experience that comes with solid grounding while at the same time we confidently and responsibly trailblaze our way into the future.