About Freedom Financial Planning
Built on quality financial advice and professional service since 2003, Freedom Financial Planning helps forward‑thinking families across Melbourne turn goals into practical, achievable plans. From our Notting Hill office, our experienced advisers partner with you to map out your financial life—so your money supports the lifestyle, security and legacy you want.
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.
What We Stand For
- Client-first advice, always
- Long-term relationships and clear communication
- Tailored strategies that adapt as your life changes
- Disciplined processes and measurable progress
- Transparency on fees, risks and expectations
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 Amazing 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
Director & Financial Adviser
Richard Unmack
Director & Financial Adviser
Ryan Dupuis
Partner & Financial Adviser
Lee Jackson
Partner & Financial Adviser
Stephanie Mitchell
Partner & Financial Adviser
Georgia Maher
Associate Adviser
Gladys Teo
Client Services Manager
Zoe Careri-Wilson
Client Services Officer
Kylie Wilson-Milne
Client Services Officer
Sam Roberts
Client Services Manager
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.
Brad Haley
06:05 03 Jun 26
Joanne and I can't speak highly enough of Stephanie and her professionalism. Her knowledge, politeness, care and guidance throughout the process made us feel so comfortable in the decision to partner with Freedom and their partners. Keep up the great work Steph !!!!
Joel Read
01:47 30 Apr 26
Sarah and I would like to shout out to Stephanie and Georgia for their amazing knowledge, communication skills, persistence and their ability to methodically understand our financial situation today, tomorrow and into the future. Their strategies and recommendation have placed us in a position of confidence and comfort knowing our best interests are priority. We would highly recommend Freedom Financial Planning to anyone, and at any stage of their journey to best shape future goals. So, thank you Steph and Georgia, you are legends!
Catherine Choueiri
01:28 04 Jun 25
First home buyer here wanting to get advice regarding investment property vs home to live in. I called freedom financial planners and spoke to Leigh Jackson as i didn't know where to start and what to do. Leigh did not take advantage of my unknowledgable position and provided great information and advice over phone. There was no pressure to book in an appointment and he provided me great tips for direction to start learning about the process. He was also open to taking any other questions I had later down the track.As a women trying to get financially independent, it's sometimes hard taking the step to ask about financial concepts and Leigh definitely made the first step alot easier. Thanks Leigh!
Rob Kean
05:06 12 Nov 24
Freedom Financial Services were recommended by a client of mine several years ago.I am extremely happy with the service provided by Stephanie Mitchell and her staff.I have no hesitation in recommending her.
J Piper
00:38 23 Apr 24
What sets Freedom Financial Planning apart is how they really focus on your specific wants and needs rather than trying to squish you into a product set that suits them. We have had outstanding service and outstanding returns over our long association and now have financial freedom as we approach retirement that we would never have had without them. A million thank yous
Vicks Naidoo
08:44 12 Feb 24
The discussion was very professional. Provided the status of the investments with increase in principal amounts. Provided assurance that assistance was available at all time and investments were reviewed periodically to ensure continuous growth of the principal amount.
Peter Stewart
04:29 06 Jan 24
I’ve been using FFP for a number of years. Completely satisfied with their support, advice, & recommendations for my finances. Richard is always great to work with. Highly recommended without any hesitation!!!!!!
Angela Meinke
04:19 06 Jan 24
I’ve been a happy customer for a number of years of Freedom Financial Planning with Richard Unmack providing me with professional advice and a friendly and when needed “plain English” explanation.Richard has helped me to set myself up for the future and get my affairs in order. I particularly appreciate the sound advice and quick responses, especially during key/critical decision making times.I believe that Richard has a good understanding of my needs, priorities and principals/values and that he really listens to what I am trying to achieve and that this enables him to provide great, independent advice to enable me to do that.He has been great to work with and making the decision to engage Freedom has really helped set me up for the future and to ease any of my worries.
Nelson Herrok
23:39 01 Dec 23
Great assistance, friendly and knowledgeable advice in regards to our financial needs. Thanks Mark ‼️
Viv Schembri
06:57 30 Nov 23
Lee Jackson has been my Financial advisor for many years. He is always professional, friendly and knowledgeable securing A Comfortable Future for me and my family,
Robyn Simpson
06:01 30 Nov 23
I have been with Freedom Financial for a number of years now. It was recommended by a friend who had enjoyed very reliable service for many years.Since becoming a client, I have enjoyed advice whenever I needed it. While I was working part time, I needed to engaged regularly with Centrelink to advise changes of salary. It was very taxing to spend so much time on the phone. Freedom took over the Centrelink involvement entirely. The fees were worth that alone!! My Superannuation and finances became more manageable and I was better off as a result of suggestions made to me. More recently, I have inherited funds and had significant help with investment and more broadly Retirement Village living.Most importantly to me, I have always found them to be scrupulously honest and I could not recommend them more highly.Specifically, I have dealt with Mark Struik, but Stephanie is now my friend’s Adviser and she has always been more than delighted.
Dot Ng
05:39 30 Nov 23
Best financial advisors! Been helping me over many years. And real people handling and caring for my financial and emotional well being. Highly recommended!
Denise Martin
05:36 13 Jul 23
I can't recommend Freedom Financial Planning highly enough. My husband and I have been with them for over 20 years and Mark Struik and Stephanie Mitchell (and their support staff) have always given us the most professional, friendly and accurate service and advice; always going that extra mile to achieve our required outcomes.
Valerie Paezold
13:33 12 Jul 23
Thank you to all at Financial Planning for putting on a great evening. The Presentation, food and the movie were excellent!
Denise Martin
09:35 23 Apr 23
Fabulously efficient and friendly service. Mark and Stephanie are so personable and they always have our best financial future at heart. We would not hesitate to recommend them to anyone for sound, professional and reliable advice.
Hudley Rana
01:25 17 Apr 23
We have been with Ryan since February 2016. His genuine caring advice, holistic in nature, keeping in mind our ongoing changes with respect to family, health and careers have enabled us to retire with confidence. Thank you Ryan and the Financial Freedom Planning Team. Hudley Rana
Angela Forgan
07:00 14 Apr 23
Have received excellent, sound advice from FFP for many years. Would not have been able to make some serious financial decisions without their support and guidance. Have recommended FFP to other friends who have also used their services very happily over a number of years.
Neil Harris
23:26 12 Apr 23
They provide a consistantly high level of service together with expert advice
Robert Macdonald
09:09 12 Apr 23
We were with another company for many years, and never had any contact with them, and they charged so much and did little. Freedom was recommended to us, and after 5 years of ongoing easy to understand friendly meetings, the results are very pleasing.
dorothy nathan
02:48 07 Apr 23
over the years we have found freedom financial very obliging & helpful in connection with our financial arrangements & have no hesitation in recommending their services.
Maurice Aspinall
05:48 06 Apr 23
The service we received was friendly, Courteous and explained in great detail, well done to you all, keep up the great work.
John Mitsios
06:12 05 Apr 23
I have been with Freedom Financial Planning for many many years and have found Mark to be excellent in sharing his advice and financial planning knowledge. I have full faith and trust in the advice provided by Mark and he has not let me down.
ian macdowall
09:05 04 Apr 23
Thanks Mark and the team at Freedom Financial, your expert advice has helped my Super grow faster than i would have thought and the tips and information provided throughout the year is most appreciated.
Stephen Lewis
00:59 04 Apr 23
My wife and I have been customers of Freedom for many years.We have always been extremely happy with the professionalism and have built a relation of trust with Ryan our main contact.
Helen Neyland
00:12 04 Apr 23
I want thank Ryan his caring financial advice .
Alan Day
23:08 03 Apr 23
We've been using FFP for a few years now. We can't recommend their services highly enough. Very easy to speak to for our financial requirements.
George Sutherland
09:13 03 Apr 23
We have been clients for many years and have had courteous valuable advice for all that time, Our initial involvement involved establishment of financial plans for an elderly relative requiring care and estate planning. We then engaged to establish a financial plan for ourselves and are now able to enjoy our retirement by implementing those plans. We have encouraged others to also engage with Freedom Financial Planning and each of them has achieved similar effective resultsGeorge and Carol Sutherland
Robin Bray
08:28 03 Apr 23
My wife and I have used the services of Freedom Financial Planning for a number of years and have been thoroughly satisfied with their performance. The staff are always friendly and welcoming and provide sound financial planning advice and assistance.
Michael Clarke
08:01 03 Apr 23
Have used FFP for many years and will continue to do so. They have provided a great service, which is personally tailored to your needs.Highly recommended
Andrew Struik
07:30 03 Apr 23
I have been very happy with FFP and also their associated mortgage service. Both have been very responsive to any requests, and have shown initiative in making suggestions on how they can do better for me.
Janette Bradley
05:14 21 Feb 23
I have a very good relationship with all of the advisors, and their staff. They are very helpful, and I trust them, they feel like good friends. I would recommend them to others, with no hesitation.
Jules F
11:23 01 Feb 23
Professional, helpful, knowledgeable and informative.
Rod Bartlett
07:14 01 Feb 23
lee jackson has been my advisor for years he is very well informed and professional he more of friend than advisor i would highly recommend him also shaun the mortgage broker who set up my bridging loan and morgage also was highly profession and who i drove mad unfortunatly i believe either of them are essendon supporters
Dawn Hatcher
05:42 01 Feb 23
I have been with them for over 5 years and they have been exceptional in providing assistance in all my financial matters.
Matt Wood-Collins
01:44 01 Feb 23
I've been delighted to work with Stephanie Mitchell and the team at Freedom Financial Planning on both life insurance and investments. Stephanie has always been diligent, patient, well-informed and professional. I'm confident my finances are in good hands.
Kayla Jade
04:18 31 Jan 23
Working with Lee was the best financial decision we’ve ever made. Freedom has been an absolute fantastic company to work with! Continued communication and support! Thank you 😊
Robert Jackson
02:47 31 Jan 23
Excellent financial advice, fully recommend anyone seeking financial advice.Thanh you Lee
Airwize Pyrotechnic Displays
07:40 29 May 19
The team at Freedom Financial Planning in Mount Waverley are the best at what they do.I Anthony (Jack) Poletko have been dealing with Lee Jackson for a number of years now and he is good at what he does,If i have ever had a problem with my superannuation or need to know something financially,He will take the time to explain it and make sure i was good with it.He has not let me down once (super is doing great).Would highly recommend Lee Jackson to anyone for financial advise and have many times.Just last year both my wife and started looking at investment properties, Lee Jackson put us on to their finance broker Sean Lowe who has done an out standing job to get us into the market,He puts us onto an investment property broker, They have sources us a home to which it is in the process of being built,Sean has gone above and beyond in helping us get the loan and finance for our property.we previously had another broker who did not do anything of what Sean has done for us.Once again we would highly recommend his services to anyone and have done many times.Great Work Guys AAA ratting for customer service.jack & Jacky
Our Experience
For more than 20 years, we’ve guided individuals and families through market cycles, career changes, property decisions, retirement transitions and aged care planning. We were founded to move advice away from “product-first” sales and toward lasting relationships built on strategy, structure and service.
- Established in 2003 with continuous growth driven by referrals
- Decades of combined planning experience across our advisory team
- A proven, step-by-step process: discovery, strategy, Statement of Advice, implementation and regular reviews
- One-to-one support from advisers who deliberately manage a limited number of client relationships to stay responsive
- Consistently strong client feedback, including 5‑star reviews on Google, reflecting clarity of advice and care in execution
Our Expertise
Your circumstances are unique, so our advice is too. Our team brings deep technical capability and ongoing professional development to keep your strategy aligned with legislation, markets and best practice.
- Comprehensive planning: cashflow and budgeting, superannuation, investment and wealth creation, retirement planning, personal risk insurance, Centrelink guidance, aged care advice, strategic tax planning and estate planning considerations
- Adviser qualifications across the team include Bachelor of Economics, Bachelor of Business (Banking & Finance), Graduate Diplomas in Financial Planning, the Canadian Securities Course and foundational planning credentials
- Specialist strengths spanning pre‑retirement optimisation, retirement income streams, portfolio construction, insurance structuring and intergenerational wealth strategies
- Practical education and tools, including ASIC MoneySmart calculators and explainer videos, to help you make informed decisions with confidence
Our Authority
You deserve advice that’s rigorously researched and professionally accountable. We operate within robust Australian regulatory frameworks and governance standards.
- Our advisers are authorised representatives of Consultum Financial Advisers Pty Ltd
- We prepare clear, compliant Statements of Advice so you understand recommendations, risks, costs and alternatives before proceeding
- Evidence‑based investment selection and regular portfolio reviews designed around your goals, timeframes and risk tolerance
- For lending, we work alongside our sister business, Freedom Mortgage Solutions—Authorised Credit Representatives of QED Credit Services Pty Ltd (Australian Credit Licence Number 387856)—to coordinate finance where appropriate
- Ongoing training and quality assurance keep our advice aligned with current laws, industry codes and best‑interest obligations
Our Commitment to Trust
Trust is earned through consistency, candour and care. We take the time to understand your values and preferences, and we communicate in plain English—no jargon, no surprises.
- Transparent fees and clear scopes of work, agreed upfront
- Independence of thought: strategy-first advice shaped by your goals, not by products
- Vigilant privacy and data security, with sensitive information handled by trained professionals
- Regular check‑ins and annual reviews to keep your plan current as life changes
- A culture of integrity, supported by a capable client services team who ensure paperwork, timing and follow‑through are handled properly
Who We Help
- Professionals and families building wealth with structure and intention
- Pre‑retirees seeking to maximise superannuation and retirement readiness
- Retirees wanting reliable income, tax efficiency and peace of mind
- Business owners planning for growth, risk protection and succession
- Individuals and families navigating Centrelink and aged care decisions
How We Work With You
- Introductory meeting (no cost, obligation‑free) to understand your current position and goals
- Strategy development and modelling to compare pathways and trade‑offs
- Statement of Advice presentation, with time for questions and fine‑tuning
- Implementation handled end‑to‑end by our advisers and client services team
- Ongoing advice, reporting and regular reviews to keep everything on track
Your Team
You’ll be supported by experienced advisers and a proactive client services team under one roof. Our leadership includes Directors and Financial Advisers Mark Struik and Richard Unmack, with Partners and Advisers Ryan J Dupuis and Stephanie Mitchell, Financial Adviser Lee Jackson, and Provisional Financial Adviser Georgia Maher—backed by our client services professionals who keep every detail moving smoothly.
Why Choose Freedom
- Personalised strategies that fit your life—not a generic template
- Clear, caring guidance that makes complex decisions simpler
- A long‑term partner who’s there through every life stage
- The confidence that comes from a well‑structured plan and disciplined follow‑through
Ready to start a better conversation about your money? Book your complimentary introductory meeting and let’s design a plan that gives you more control today—and more choices tomorrow.
Our Services
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!