Frank Khouri

About Frank Khouri

Frank Khouri offers his clients Financial Planning of the highest calibre in terms of professionalism and thoroughness. His clients can feel confident knowing that any work undertaken will be completed to meticulously high standards.

Frank started working with his family accounting business in the early 1970s where he concentrated on building a culture and reputation of high standards of professionalism. Frank has worked in Financial Planning for the past 18 years, where he has had a strong focus on building enduring relationships with his clients. He understands the need to provide a holistic service to his clients and views Financial Planning as a vital service that he can provide to his existing accounting clients.

Frank holds a Bachelor of Business from UTS and is a Fellow of CPA Australia and a Fellow of the Taxation Institute of Australia.

When not engaged in Financial Planning, Frank enjoys playing golf and spending time with his wife and two daughters.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Self-Managed Superannuation Funds
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• Self-Managed Superannuation Fund
• A person’s existing holding in a superannuation product

Margin Lending Facility

• Standard Margin Lending Facility