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Amanda Freeman

Financial Adviser

McLardy McShane Financial Services
Richmond, VIC 3121

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About

Amanda Freeman is an ASIC-registered financial adviser based in Richmond, VIC, dedicated to helping Australians achieve their financial goals. With a Diploma of Financial Planning from Deakin University (2002) and further studies in Ethics and Professionalism (2020), Amanda brings a wealth of knowledge and a commitment to ethical practice to her work. She is also a proud member of the Financial Advice Association of Australia (FAAA). Amanda is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for your unique circumstances. Her expertise covers superannuation, insurance, and retirement planning, including Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. She can also provide guidance on Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Risk management Ready to take control of your financial future? Contact Amanda today for a consultation and discover how she can help you build a secure and prosperous tomorrow.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment strategies Risk management

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000225051

Verify on ASIC Register

Australian Business Number

72973003415

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Authorised Representative Number

000243343

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Amanda Freeman offer?

Amanda Freeman specialises in superannuation advice, insurance solutions, and retirement planning. She provides advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Amanda tailors her advice to meet your specific needs and financial goals.

What are Amanda Freeman's qualifications?

Amanda holds a Diploma of Financial Planning from Deakin University (2002) and has completed further studies in Ethics and Professionalism (2020). She is also a member of the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Amanda?

During your initial consultation, Amanda will take the time to understand your current financial situation, your goals, and your risk tolerance. She'll explain her services in detail and answer any questions you may have. This meeting is an opportunity to determine if Amanda is the right financial adviser for you.

How does Amanda tailor her financial advice?

Amanda's approach is client-centric. She begins by understanding your individual needs, circumstances, and financial aspirations. She then develops a personalised financial plan that aligns with your goals, providing ongoing support and adjustments as needed.

Why should I choose Amanda Freeman as my financial adviser?

Amanda's commitment to ethical practice, extensive knowledge, and personalised service sets her apart. She is dedicated to helping her clients achieve financial security and prosperity through tailored advice and ongoing support. Her FAAA membership further demonstrates her commitment to upholding high professional standards.

Get in Touch

Contact Amanda directly for personalised advice.

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