Frank Chapman
Senior Vice President,
Financial Adviser
Direct:
(08) 8468 6123(08) 8468 6123
My Mission Statement
You have meaningful goals. I can help you achieve them by investing wisely.
My Story and Services
Frank has spent more than 23 years helping individuals, families and organisations build and manage their wealth. He uses his vast experience to help clients navigate inefficient investment markets to drive portfolio returns.
In an environment of constant change, a track record of consistency and stability is an invaluable asset. With a unique understanding of markets and macroeconomic influences, Frank is able to help you make sound investment choices grounded in fact and not swayed by emotion.
By working to simplify financial complexity, Frank can help you achieve clarity and control. He takes the time to work through the complexity of your personal circumstances and the abundance of investment opportunities available to you. The end result is financial advice that is simple, clear and matched to your individual circumstances. Simplicity is empowering and inspires confidence.
Whatever your financial goals are, Morgan Stanley offers you flexibility, capability and insight to help you achieve them. Frank can help you benefit from access to seasoned and respected investment professionals from one of the world’s largest wealth management organisations.
Frank understands the importance of building a relationship that reflects your personal needs, preferences and aspirations. He will help you harness Morgan Stanley’s resources in a way that aligns to how you want to invest and what you want to achieve.
Frank holds a Masters of Business Administration from University of Adelaide, an Associate Diploma of Agriculture from Roseworthy Agricultural College and is qualified to give advice on international securities and Significant Investment Visas. He enjoys spending time with his family in the great outdoors and travelling in his spare time.
In an environment of constant change, a track record of consistency and stability is an invaluable asset. With a unique understanding of markets and macroeconomic influences, Frank is able to help you make sound investment choices grounded in fact and not swayed by emotion.
By working to simplify financial complexity, Frank can help you achieve clarity and control. He takes the time to work through the complexity of your personal circumstances and the abundance of investment opportunities available to you. The end result is financial advice that is simple, clear and matched to your individual circumstances. Simplicity is empowering and inspires confidence.
Whatever your financial goals are, Morgan Stanley offers you flexibility, capability and insight to help you achieve them. Frank can help you benefit from access to seasoned and respected investment professionals from one of the world’s largest wealth management organisations.
Frank understands the importance of building a relationship that reflects your personal needs, preferences and aspirations. He will help you harness Morgan Stanley’s resources in a way that aligns to how you want to invest and what you want to achieve.
Frank holds a Masters of Business Administration from University of Adelaide, an Associate Diploma of Agriculture from Roseworthy Agricultural College and is qualified to give advice on international securities and Significant Investment Visas. He enjoys spending time with his family in the great outdoors and travelling in his spare time.
Services Include
- Portfolio management
- Investing for retirement
- Discretionary portfolios
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Working With You
Frank believes investment markets are inefficient and opportunities present themselves to astute investors who are engaged in their investment selection. As an investment adviser, Frank uses an active approach. He stays across relevant events and price movements; taking action where necessary to optimise portfolios and maintain return profiles. Frank aims to deliver the same level of effort and execution that his clients expect of themselves in their respective professional endeavours
Education
A Masters of Business Administration from University of Adelaide
An Associate Diploma of Agriculture from Roseworthy Agricultural College
An Associate Diploma of Agriculture from Roseworthy Agricultural College
Client Service Team
Rebecca Chow - Client Service Manager
Phone:
(08) 8468 6165(08) 8468 6165
Email:Rebecca.Chow@morganstanley.com
Alison Moore - Client Service Manager
Phone:
(08) 8468 6163(08) 8468 6163
Email:Alison.Moore@morganstanley.com
Location
2 King William Street
Level 4
Adelaide, SA 5000
AU
Direct:
(08) 8468 6123(08) 8468 6123
Financial Planning
Helping you reach your goals through a flexible strategy designed to grow with you.
- Cashflow Planning
- Building and Protecting Wealth
- Retirement Planning
How to Break the Ice Around Family Finances
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Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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Superannuation and Retirement Planning
Working with you to understand your life goals and develop a truly personalised wealth strategy.
- Superannuation accumulation
- Retirement income strategies
- Annuities
Overcoming Your Five Biggest Retirement Challenges
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Ready to start a conversation? Contact Frank Chapman today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.