Margaret Franklin & Associates

About Margaret Franklin & Associates

Margaret Franklin & Associates prides itself on being a friendly and pro-active firm. Our goal is to help everyday people achieve their dreams by assisting them with their finances.
Working with our individual clients to create & preserve wealth is a high priority for Margaret Franklin & Associates. Each person has different needs and goals. Personal financial strategies are our speciality.

With over 20 years’ experience in the financial services field, Margaret Franklin & Associates is able to provide a complete range of products and services to cater for a diverse range of client requirements from an independent perspective.

Margaret Franklin, Director of Margaret Franklin & Associates, focuses on wealth creation and risk minimisation.  Margaret holds a Masters in Financial Planning, Diploma of Financial Planning (Financial Services), and a Bachelor of Business (Prof Accntg) (with Dist).  Margaret Franklin & Associates is Corporate Authorised representative No 404690 of Advocate Advisory Pty Ltd AFSL 405576

ABN 14 150 153 503.   Margaret is also a registered Tax Agent.  She has received various academic awards including the highest mark in Qld for Superannuation when completing the Diploma, and the Best External Student when graduating with her Bachelor of Business.

Margaret Franklin & Associates in Capalaba, Brisbane, QLD is listed under the best Accountants Offering Insurance, Investment Planning, Superannuation.

Some other services offered by Margaret Franklin & Associates include Self Managed Super Funds (SMSF).

Call the staff at Margaret Franklin & Associates to receive more information about our services.

Services

FINANCIAL PLANNING
Centrelink
Finance
Insurance
Investments & Savings Plans
Rental Property Income
Wills & Powers Of Attorney

SUPERANNUATION
Traditional Super
Self-Managed Super Funds