AGS Financial Group is pleased to welcome experienced Sydney-based financial planner Frank Martino to the AGS family, effective 3 February 2025.
With over 20 years of financial planning experience under his belt, Frank brings a wealth of knowledge and dedication to the team. The decision to transition his business, Lifetime Wealth Planners, into AGS Financial Group is one that we think works well for all parties — clients, Frank and AGS. By providing Frank with the added resources of a large business, and with a good alignment of business values and personalities, we think it’s a win for all concerned.
Frank has commented: “This move will provide additional scale and resources that will help me continue to provide the advice and service you have been accustomed to. I am excited to be joining a well-respected business with the same values as ourselves.”
From AGS’ perspective, we’re excited to have another experienced planner on board who is able to take on additional clients, free of the burden of business management duties. Frank’s experience spans retirement planning, wealth creation, and insurance advice — areas where the broader AGS team can now offer even greater depth of expertise. It’s an exciting opportunity for growth both for AGS and for Frank personally.
For any questions, please feel free to contact us.