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 ti
me 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.
Ben emigrated from England to Australia in 2010 and has spent most of his time in Queensland. He specialises in wealth creation, superannuation, wealth protection and tax minimisation.
Ben holds a Diploma of Financial Planning and has worked in the finance industry since 2012. A key part to Ben’s ethos is that a good financial planner is always learning and evolving. By keeping up to date with current legislation and improving strategies he helps his clients remain in the best position and has built long lasting client relationships.
Outside of work Ben likes to spend his time camping, playing golf and running.
Mathew has been in the Financial Services industry for 14 years, spending the last 5 years providing personalised financial advice. He holds an Advanced Diploma in Financial Planning and is working toward completing his Graduate Diploma in Financial Planning. Mat takes great pride and care in constructing personalised financial plans that enable everyday Australians to realise their goals.
When outside work, Mat enjoys spending time with his girlfriend and practicing Capoeira.
Raymond Ko is a Senior Financial Planner of Freedom Finance Australia (QLD). With over 26 years of experience in the Finance Industry, Raymond has expertise in superannuation, wealth protection and retirement planning. Raymond specialises in providing advice and educating clients on their superannuation and retirement planning needs.
Raymond enjoys helping his clients better understand their financial position and outlook. He also enjoys being able give them enhanced peace of mind about their financial future.
When outside work, Raymond enjoys spending time with his family.
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.
Carlos has a Diploma of Financial Planning, a Master of Business (Applied Finance) from QUT, a postgraduate degree in Marketing Management and a bachelor’s degree in Business Management. Before moving to Australia in 2012, Carlos used to work as a financial auditor for the Colombian government, had his own businesses and also worked for a multinational company Philip Morris International.
Carlos’ interest in the Financial sector is its ever changing environment and challenges those changes represent. Learning and trying to be better every day allows Carlos to help others achieve their financial goals. Outside work Carlos really enjoys traveling, spending time with friends, outdoor activities/sports and music.
Jack is an Associate Financial Planner and holds a bachelor’s degree in International Business, a bachelor’s degree in Financial Planning and is currently studying his Masters of Finance. He has worked in the financial planning industry since 2014 and made the move to Brisbane from the sunshine coast mid-2019. He is passionate about providing support to both clients and advisers to ensure that clients can achieve there goals. Outside of work Jack enjoys spending time with friends and travelling.
Anita started her journey in the finance industry in 2011. Throughout the years, she has gained valuable industry knowledge in various areas of finance. Quick to adapt to any situations, she always tries to find the most efficient solutions for the clients.
From time to time she is called upon to assist her grandfather with his humanitarian work, this has given her the opportunity to travel and meet people from all walks of life.
There’s nothing she loves more than spending her free time enjoying good food and hanging with family & friends.