About Us

Our Journey

Freedom Financial Planning was established in 2003 to empower individuals and families to achieve their financial goals and enjoy a life of financial freedom and security. With over 20 years of experience, we have been a beacon of light, guiding our clients through the complexities of financial planning and helping them navigate the ever-evolving financial landscape.

Our Philosophy

We believe in the transformative power of comprehensive and personalized financial advice. Our client-centric approach focuses on understanding each client's unique financial situation, goals, and aspirations. We are committed to advice excellence, ensuring that our clients receive the most accurate, relevant, and beneficial advice tailored to their needs.

Our Team

Our highly qualified and dedicated advisers are the backbone of our success. They bring a wealth of knowledge, expertise, and passion to our firm, ensuring our clients receive the highest service and support. Our advisers are committed to ongoing professional development to stay abreast of industry trends, standards, and best practices.

Mark Struik financial adviser

Mark Struik

Director & Financial Adviser
Richard Unmack financial planner and adviser

Richard Unmack

Director & Financial Adviser
Ryan Dupuis financial adviser

Ryan Dupuis

Director & Financial Adviser
lee jackson

Lee Jackson

Financial Adviser
katherine styles

Katherine Styles

Financial Adviser
stephanie mitchell financial planner

Stephanie Mitchell

Financial Adviser
georgia maher associate adviser

Georgia Maher

Associate Adviser
gladys teo

Gladys Teo

Client Services Manager
zoe careri wilson

Zoe Careri-Wilson

Client Services Officer
kylie wilson milne

Kylie Wilson-Milne

Client Services Officer

What do you offer your clients?

Two things: Advice and Products. Along the way, though, we develop a friendly, long-term relationship where people feel they can ring up their financial planner at any time, even if it's just to ask a question.

We ensure that every financial adviser only has a limited number of clients to ensure they're always available to help when needed.

Why did you start Freedom Financial Planning?

Freedom Financial Planning began out of the desire of three finance professionals to provide high-quality, ongoing financial advice for the long term. We wanted to move the financial planning focus away from selling products to forming ongoing relationships with people who need our advice and assistance over the long term.

Our Services

  • Guidance on budgeting
  • Savings and wealth creation strategies
  • Investment planning
  • Superannuation planning
  • Retirement planning
  • Risk and insurance analysis
  • Centrelink plannning
  • Estate planning considerations
  • Salary packaging advice
  • Business succession planning

Freedom Financial Planning welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

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