At Freedom Planning we’ve been providing professional financial planning advice and solutions to our clients since 1983.
We are qualified professionals who can provide you with advice in a range of financial areas, whatever your current situation.
We pride ourselves on developing excellent working relationships with all our clients to provide comprehensive financial advice based on their individual needs and goals.
We are committed to providing you with personalised customer service and professional financial advice, so you can be sure you have the right plan in place to secure your future. We will also ensure that your Statement of Advice continues to be appropriate for you as your personal situation changes.
Our training, knowledge, skills and dedication translate into high-quality advice, assisting you to achieve financial wellbeing.
Advice we specialise in
- Self Managed Super Funds
- Retirement planning
- Financial planning
- Small business advice
- Investment planning
- Wealth management
- Wealth protection
- Company insurance
- Mortgage advice
- Commercial finance advice
Bill Owen commenced his career in the Financial Services Industry in Cairns as a Life Insurance Adviser with the former AMP Society in July 1983.
As the industry evolved from sales to financial planning, Bill attained the Diploma of Financial Planning in 1993 and commenced practicing as a Financial Planner accredited by AMP Financial Planning Pty Ltd.
Bill continued his studies and qualified as a Certified Financial Planner (CFP) through the Financial Planning Association of Australia during 2000.
Bill has lived in Cairns since 1980 and originally moved to Cairns to take up a career in Aviation. Bill holds a Commercial Pilots license and flies for a hobby regularly.
MEMBERSHIPS AND ASSOCIATIONS
Senior Associate of the Australian and New Zealand Institute of Insurance
Alaina joined the financial services industry in 2008 and holds a Bachelor of Commerce and Diploma in Financial Services. As a member of the Association of Financial Advisers her core values align with that of the Association and her dedication to the industry and the role she plays in helping others can be felt from your first point of contact with her.
Alaina’s passion is in helping clients achieve their goals by providing holistic financial planning advice ensuring their goals are both achievable and flexible. Alaina will meet with you and help you along your journey to financial freedom. We believe in developing long term relationships with you to ensure you are still on your way to owning your tomorrow.
JACINTA TIM SO:
Jacinta commenced her career as a Financial Adviser with Freedom Planning in 1998 and holds a Bachelor of Commerce, Diploma in Financial Services and Diploma in Finance and Mortgage Broking Management.
Jacinta is passionate about working with you as a personal coach for your money. Her aim is to help you protect and optimise the money you have, so you can have more of the things you want today and in the future. Jacinta can also assist you with all your personal lending needs.
By successfully creating positive relationships with you, Jacinta believes it is important to help build your knowledge so that you are able to make informed decisions in regards to your future goals and changing your life for better.