Franklin Advisory

About Franklin Advisory

Our story started at Australia’s largest investment bank circa 1999. After nearly twenty years, we sought a new direction, forming Franklin Advisory with a view to combine our strengths, perspectives and experience to the benefit of 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 bespoke solutions to our clients. We appreciate the need for simple financial solutions in a complex financial world. Our aim is to give you control over the investments held in your portfolio, enabling you to make investment decisions that favour your specific income, capital, risk and tax position. Our advisory team leads the market with a strong academic background, extensive experience in large institutions and over 70years of investment experience. Collaborative thinking, ongoing training, research briefings, portfolio manager insights and investment committee meetings, ensures our team remains fully informed as to the investment climate, outlook and implications for our clients.

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