Capital Managers - Bunbury

Unit 1, 29 Carey Street,Bunbury, WA, 6230

phone 08 9721 5444

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Our team

Barbara Franklin
Financial Planner

Barbara became a qualified financial planner in 2005 and in addition to the specialist accreditations above she advises clients on their planning needs for personal superannuation, wealth creation, retirement income/pension strategies and personal life risk insurance. Barbara has many long-standing clients in the South West as well as the metropolitan area.

Barbara is a Bunbury resident and grew up just up the road in Harvey. She is married to Steve and has four adult children. Financial planning is in her blood with her father Bob King having been a well respected planner in Bunbury prior to his passing.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services