Description

Take control of your financial future with expert, personalised advice from Frank Filler — Principal Financial Adviser and founder of Inheritance Financial Advice.

With over 10 years of experience across boutique firms, a Big Four Bank, and Australia's second-largest superannuation fund, Frank brings a rare depth of knowledge to every client engagement. He holds a Master of Financial Planning and a Master of Financial Management, and serves as a Lead Educator Academic at Bond University Business School. Whether you're just starting out or planning your legacy, Frank delivers strategies that are tailored, transparent, and always in your best interest.

Services include:

  • Superannuation & Retirement Planning
  • Investment Management
  • Insurance & Risk Management
  • Estate Planning
  • Cash Flow & Budgeting
  • Tax Minimisation
  • Self-Managed Super Funds (SMSF)
  • First Home Super Saver Scheme (FHSS)

How it works:
Your journey begins with a 60-minute Discovery Meeting to understand your goals, followed by a detailed financial analysis, a tailored strategy, and full implementation support — all handled end-to-end by Frank and his team.

Fees: Service fees are deducted directly from your superannuation — no upfront or out-of-pocket costs.

📍 Lutwyche, QLD | 📞 0426 225 640 | 🌐 inheritancefinancial.com.au

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