AKHIL FRANCIS
FINANCIAL ADVISER
About
Akhil is a Financial Adviser at Trellan Capital with over 10 years of experience in financial services, helping clients navigate key financial decisions with clarity and confidence. He works across investments, superannuation, personal insurance, and lending strategies, ensuring advice is practical, strategic, and aligned with long-term financial goals.
Throughout his career, Akhil has developed a strong ability to translate complex financial concepts into clear, actionable strategies. He is passionate about building long-term client relationships and providing ongoing advice and support that evolves with clients’ changing needs and circumstances.
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Akhil takes a client-first approach, focusing on transparency, education, and tailored solutions. He is committed to helping clients make informed decisions and feel confident in their financial direction.
Akhil holds a Bachelor of Commerce, Master of Commerce, Master of Applied Finance, and a Graduate Diploma of Financial Planning. His areas of specialisation include retirement planning, superannuation strategies, SMSF, personal insurance, investments, cash flow and financial strategy planning, as well as home lending for first home buyers and property investors.
Outside of work, Akhil enjoys attending live concerts, playing guitar, following motorsports, and exploring new restaurants. He also values spending quality time with family and friends.
get in touch
Address: Level 7, 88 Pitt Street, Sydney NSW 2000
Phone: (02)9233 1111
Email: akhil@trellancapital.com.au
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