Meet The Team
Richard Unmack Director & Financial Adviser
DipFinPlan
Authorised representative of Consultum Financial Advisers Pty Ltd
Founding Partner with Decades of Experience
Richard Unmack is a founding partner and director of Freedom Financial Planning, which he helped establish in October 2003.
With over two decades of experience as a Certified Financial Planner, Richard brings a wealth of knowledge to his role. He is currently enhancing his expertise by pursuing a Graduate Diploma in Financial Planning, demonstrating his commitment to continuous professional development.
Journey from Banking to Financial Planning
Richard's path to financial planning was paved with valuable experience in the banking sector. After years in banking and lending, he recognised the potential to make a more significant impact on people's lives through financial planning. This realisation led him to transition into the field, initially within a New Zealand bank, before co-founding Freedom Financial Planning with his colleagues Mark and Ryan.
Building Success Through Strategic Vision
The birth of Freedom Financial Planning wasn't a spur-of-the-moment decision. Richard and his partners spent about 12 months strategically planning their venture, carefully considering what shape and form the business should take. This methodical approach, coupled with support from key industry players like AXA, laid a solid foundation for the company's enduring success.
Client-Centric Approach to Financial Wellness
At the heart of Richard's professional philosophy is a deep commitment to client relationships. He finds great satisfaction in developing long-term connections with clients and witnessing the positive outcomes of well-executed financial plans. Richard believes in the power of personalised advice, tailoring strategies to each client's unique needs and goals.
Navigating Challenges with Expertise
In the ever-changing landscape of financial services, Richard excels at adapting to new challenges. He navigates complex areas such as taxation, retirement income structuring, Centrelink issues, and estate planning with skill and dedication. Richard's mantra is that it's never too early or too late to start financial planning, and he takes pride in finding ways to help every client improve their financial situation.
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