Meet The Team
Stephanie Mitchell Partner & Financial Adviser
BBus. Dip.FP
Authorised representative of Consultum Financial Advisers Pty Ltd
Founding Partner and Experienced Financial Planner
Stephanie has gained a wealth of knowledge through her experience in the finance industry since 2011. She holds a Bachelor of Business in Banking and Finance, a Graduate Diploma in Financial Planning and a Diploma in Financial Planning.
It brings Stephanie great pleasure building sound, long-term relationships with her clients and assisting them with reaching their financial goals whilst eliminating some of the financial pressures and burdens faced by many individuals and families. In Stephanie’s spare time, you will likely find her travelling the world with her husband, trying different cultured foods, attending regular boxing classes to keep active and supporting her Carlton footy team (when they are winning)- GO THE BLUES!
Journey into Financial Planning
Mark's journey into financial planning began in the lending sector, where he recognised the potential to make a more significant impact on people's lives through comprehensive financial advice. This realisation led him to transition into planning and eventually co-found Freedom Financial Planning with like-minded partners who shared his vision for a family-oriented business focused on long-term client relationships.
Passion for Client Success
Mark is passionate about guiding clients from financial uncertainty to confidence. He finds great reward in seeing the relief on clients' faces when they realise they no longer need to worry about money and can enjoy life knowing their finances are well-managed.
Expertise in Retirement Planning
With his extensive experience, Mark excels in addressing complex financial situations, particularly in retirement planning. He emphasises the importance of seeking professional advice well before retirement to maximise opportunities and ensure proper structuring of finances.
Commitment to Client Education and Community
At Freedom Financial Planning, Mark continues to uphold the company's commitment to client education and community building, as evidenced by their annual client movie nights—a tradition he's helped maintain for over 15 years.
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