Frances enjoys good food and conversation. Her interests include theatre, movies and property. Being Sydney born and bred she is a long time supporter of the Sydney Roosters but also counts Cronulla Sharks and Balmain Tigers amongst her favourites. She has served as Treasurer and Registrar on several sporting club boards over the years. She is still serving a life sentence having been married to Mark for 27 years and they have two grown children.
Frances joined MWL in June 2018 after running her own financial planning practice for 10 years. She has been in financial services for 29 years and a licensed planner for the past 16 years. During the early part of her career, she worked in insurance, superannuation and funds management firms before becoming a licensed planner and working in accountancy and planning firms.
Frances has a degree in Finance and Economics, Diploma of Financial Planning, Certificate IV in Mortgage Broking and is an accredited SMSF Specialist Adviser. She is also a licensed NSW Real Estate Buyers Agent.
Frances has extensive experience in advising entire families and is able to establish strong and deep relationships with her clients and their future generations. She looks after a broad range of client types and welcomes your enquires.