Francesca Case

Office Manager

Frankie joined Ewing Associates in February 2017 as an Administration Assistant and in April 2018 Norman promoted her to Office Manager.

She has been in the Finance Industry for the past 8 years and spent 5 of these years in Australia, working for the largest Stockbroking and Financial Planning company in the country. Her passion for the industry and for Ewing Associates drives her to push the business and its staff forward. She has R01 and RO5 and is studying to complete her Financial Planning Diploma, in order to maximise her knowledge and ability.

Frankie shadows Norman and helps him to run and develop the business and is responsible for Staff, HR, Operations, Marketing, Accounts, working with Openwork on Compliance, strategizing the future of the company and most importantly the ‘Client Experience’. She also networks with fellow business’ and providers to strengthen Ewing Associates relationships.

She encourages the staff to think about how the clients perceive our communication and information, and what we can do to ensure they have a holistic financial planning experience. She also is keen to promote our Intergenerational Client benefits, to ensure that our clients and their families have help to plan their future.

Frankie sits and works with our Administration Office and enjoys getting involved with clients portfolios and getting to talk to our clients.

In her spare time, Frankie enjoys travelling and spending time with her family.