Freedom Finance QLD
241 Adelaide Street
Brisbane 4000 QLD
Office: 07 3087 5310
Freedom Finance Australia QLD can provide a detailed Financial Plan to achieve your goals and objectives, whether it’s regarding:
- Retirement and Centrelink
- Tax-effective strategies
- Wealth creation
- Risk management
- Personal insurance
- UK Pensions
Mark Albert is a Senior Financial Planner and Director of Freedom Finance Australia (QLD). With over 28 years of experience in the Finance Industry, Mark has provided advice to a vast number of individuals and couples making it possible for them to plan their retirement, manage their finances, and realise their goals.
Mark is passionate about financial planning because he enjoys educating clients to become financially independent. He believes that by working with his clients, instead of for his clients, it provides a more satisfying experience and produces better outcomes.
When outside work, Mark enjoys spending time with his young family.
Tim holds a Bachelor of Financial Advising and a Diploma of Financial Planning and is new to Brisbane, relocated from Sydney. What Tim is passionate about the most in the financial advice journey is working with his clients to entirely understand their current situation, learning about their goals and aspirations both from a personal and financial perspective and presenting them with appropriate solutions. It Is within that collaborative process; the ideas start to flow and the result is rather rewarding. Outside of the office, Tim is a martial arts enthusiast and a family man.
Sharon has over twenty years’ experience in the financial services industry. She has worked closely with Mark over the last 10 years and enjoys helping clients to reach their long term goals. Sharon currently holds RG146 certificate in financial planning. When not at work she enjoys spending time with her boys, camping and fishing.
Robert holds an Advanced Diploma of Financial Planning and has been a Financial Adviser since 2007. With close to 30 years in financial services, he has been able to provide insight from an outside perspective to help his clients avoid emotionally driven decisions in important money matters. Having the ability to consult with them at key moments of decision-making, has allowed Robert to build positive ongoing relationships with all of his clients. As a Financial Planner Robert endeavours to help both everyday families and individuals to protect and build their financial position by providing a road map to help navigate their way along life’s journey.
Outside of work Robert enjoys motorbike riding both on and off-road as well as catching a wave on the coast.
Andrew has a background in Accounting, Financial Planning and Business Management. Andrew started Financial Planning in 2001 and holds the Advanced Diploma of Financial Services. Having had his own business for many years he decided to work on the regulatory side of the business and has proven to be a great addition to the team. When not working Andrew enjoys the great outdoors and spending time with his family and friends.
Shaun brings to the firm more than 16 years’ experience in the Financial Planning industry, having worked in the Capricornia, Wide Bay and Sunshine Coast regions since 2002. This has allowed Shaun to develop an expertise in taking the time that is necessary to truly understand his clients and therefore providing them with sound financial advice. Most of Shaun’s clients have come from the pre/post retirement field, to which he specialises in producing simple solutions to their complex financial needs. Shaun’s competence in the industry is exemplary, having achieved the Master of Financial Planning at Griffith University in 2017 and the Diploma of Financial Planning in 2003. As he is now back in Brisbane, Shaun enjoys catching up with family and friends, re-visiting national parks, walking trails and wineries, and reading a good biography.
Carlos is an Associate Financial Planner and holds a Diploma of Financial Planning, a Master of Business (Applied Finance), and a bachelor’s degree in Industrial Engineering. Before moving to Australia in 2014, Carlos worked as an Industrial Engineer for three years in Colombia, where he is from. His interest and passion for the finance industry, combined with his technical and analytical skills, made him change careers and now he wants to continue his journey in Financial Planning, helping clients achieve their financial goals. Outside work Carlos enjoys playing futsal, spending time with friends, and participating in Latin American events.
Robert holds a Bachelor of Commerce degree and has worked in the financial services industry since graduating from University. He is passionate about providing support to both clients and advisers to ensure the best outcome is received for everyone involved. Outside of work, Robert enjoys travelling and has a passion for music, having learnt how to play the trumpet and saxophone from a young age.