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Nicholas Sheather B.Comm., CFP, JPDirector, Financial Adviser and Director of Supersolve Financial Services, Crows Nest, NSW
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Frank Rodrigues LL.,B. J.P. BackgroundFrank started in the financial Services industry in 1971 as an owner-operator adviser, and pioneered the development of Self-Managed Superannuation, Fee for Service and many of the practice management philosophies that are considered 'best practice' today. Frank’s consistent focus on "running it like a business", combined with a commitment to delivering exceptional advice and service earned him many awards in his career, including being one of only two recipients of a lifetime service award at FSP in 2009, and was the Industry Spokesman for the Small Business Section of the BRW Magazine for many years. Frank sold his business in 2005 and since then has enjoyed a new lifestyle, whilst providing business coaching to his successor and assisting them to more than double the revenue of the business in 5 years. In 2010, Frank joined Elixir Consulting to provide business coaching Services to advisers around Sydney. With a strong understanding of the business of financial advice, and an unwavering commitment to achieving significant business outcomes with integrity, Frank is the ideal mentor and guide to the practice that seeks unbiased advice and informed accountability. Areas of SpecialtyFrank’s years of experience in coaching clients and staff are evident in his dealings with advisers today. His broad understanding of the myriad issues faced by advisers in business, and his ability to challenge advisers to continue to improve their Services and outcomes for key stakeholders, makes him a sought-after resource. |
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Frank delivers the Prac-Nav Business coaching program and is also available to assist advisers to create and implement the right Fee for Service model for their business.
With hands-on experience in the complex area of succession planning, Frank also provides valuable assistance to advisers seeking to change ownership of a practice with minimum disruption to clients and profits.
Having delivered keynote presentations at Industry conferences in Australia, New Zealand, England & Sabah Malaysia, Frank is also an experienced presenter for PD Days and conferences.
Location
Frank lives on his farm in the Southern Highlands and coaches advisers based in and around Sydney. He also travels for speaking engagements and consulting workshops.
Testimonials
Having reaped the benefits of 4 years of Frank’s excellent counsel, I would highly recommend that if you are serious about positioning your practice for future success you tap into Frank’s wealth of experience and successful track record to kick-start the process. 
Nicholas Sheather B.Comm., CFP, JPDirector, Financial Adviser and Director of
Supersolve Financial Services, Crows Nest, NSW
As an Adviser and owner of one of the first fee-for-service businesses in Australia, Frank Rodrigues always excelled at being where the future was heading before it got there. Every legislative change and economic boon or bump became a strategic opportunity for him, and I am delighted that following the sale of his business, Frank's skills and his extraordinary wealth of experience are once again available to the industry.
Frank is an icon at FSP Group and in the industry generally, and will add considerable value to any business that consults with him.
Geoff Rimmer, CEO Financial Services Partners and Director of Distribution and Marketing, FSP Group