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Andrew Frankling
Investment Governance - Fund reviews - NFP Investing - Bespoke research - Non-Executive Director
Professional Background
Andrew Frankling is a seasoned investment professional with over 20 years of extensive experience in providing investment consultancy services. He has held various significant roles throughout his career, including being an Executive and Consultant. Andrew’s expertise has significantly shaped the financial landscape within the organizations he has served. His commitment to helping organizations formulate the right questions and derive effective solutions has made him a trusted advisor across various sectors.
Throughout his career, Andrew has held critical positions such as Investment Consultant at Barrington Asset Consulting, former Non-Executive Director positions at Wesley Mission's Aged Persons Welfare Foundation and Anglican Super, as well as roles at FIIG Securities and Sydney Diocesan Services where he served as both Head of Investments and Deputy Chief Investment Officer. His ability to oversee complex financial portfolios has provided stakeholders with clarity and strategic insight, fostering informed decision-making in investment management.
Andrew possesses a diverse skill set, having a blend of expertise as a consultant and board member. His experience as a Non-Executive Director highlights his capacity to contribute to the governance and strategic direction of organizations, ensuring they remain aligned with best practices and regulatory frameworks. His proactive approach and dedication underscore the importance of having leadership that asks the right questions to navigate the dynamic investment landscape.
Education and Achievements
Andrew’s academic background lays a solid foundation for his financial competencies. He holds a Bachelor of Economics from Murdoch University, providing him with a keen understanding of economic principles and market behavior. Additionally, Andrew has studied Biochemistry and Microbiology at the University of Tasmania, reflecting his versatile academic interests and analytical skills.
Further enhancing his qualifications, Andrew has undertaken several challenging programs, including the Core Governance for Superannuation workshop by the Association of Superannuation Funds of Australia (ASFA), the Advanced Diploma of Financial Planning from Kaplan Professional, and the Company Directors Course through the Australian Institute of Company Directors. He is also a Certified Investment Management Analyst® as per the Investments and Wealth Institute, ensuring he remains at the forefront of industry standards and practices.
Andrew's continuing education highlights his commitment to lifelong learning and professional development, which is crucial in today’s fast-evolving financial landscape. His achievement of being an AFSL designated responsible manager illustrates his dedication to adhering to compliance and ethical standards in financial management.
Community Engagement and Leadership
In addition to his professional accomplishments, Andrew's involvement in community service through his role as a Non-Executive Director at the Aged Persons Welfare Foundation showcases his passion for giving back to society. His insights and strategic guidance have played a pivotal role in enhancing the welfare of the aged population, ensuring they receive the care and support they deserve.
Andrew has continually impressed stakeholders with his ability to identify viable opportunities and concerns across various investment portfolios. He is dedicated to seeking solutions that benefit his clients while fostering sustainable growth and responsible investment practices. His holistic approach ensures that he not only addresses financial goals but also aligns them with the values and social obligations of the organizations he serves.
Achievements
- Over 20 years of hands-on experience in investment management and consultancy.
- Successful leadership roles in enhancing investment strategies within organizations like Sydney Diocesan Services and Anglican Super.
- Strong governance contributions as a Non-Executive Director, with a focus on regulatory compliance and strategic oversight.
- Educational qualifications across multiple disciplines, underlining a robust understanding of both finance and science, contributing to innovative investment solutions.
In summary, Andrew Frankling is a well-respected figure in the investment management community, whose wealth of experience and robust educational background makes him an asset to any organization. His expertise not only encompasses financial acumen but also extends to understanding the nuanced governance surrounding investment practices. For those seeking guidance in navigating the complexities of their investments and achieving sustainable financial success, Andrew is well-positioned to offer invaluable support and insights.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.