Our Company
Meet our team
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.
Self Managed Super Funds
Retirement Planning
Financial Planning
Investment Planning
Superannuation
Wealth Management
Wealth Protection
Small Business Advice
Company Insurance
Financial Planner
Alaina Woolcock
Authorised Representative No# 430568
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.
Financial Planner
Jacinta Tim So
Authorised Representative No# 249633
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.
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 the better.
Founder
Bill Owen
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. Bill built Freedom Planning from the ground up and what started as a single planner practice now employs a team of two advisers and three support staff.
As the industry evolved from sales to financial planning, Bill obtained the Diploma of Financial Planning in 1993 and practiced as a financial adviser for 36 years.
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.
Senior Client Services &
Compliance Specialist
Rebecca Tetley
Rebecca is a valued team member who works remotely for our office from Hervey Bay. Her experience in the Financial Planning industry over the past 17 years includes roles at Asgard and other financial planning practices, across superannuation, insurance, administration and compliance. Her experience and knowledge has developed over the years and she aims to provide exceptional service to our team and clients.
Rebecca enjoys being able to see clients achieve goals in life that they thought may not have been financially possible without our advice. Her attention to detail, high level of customer service and time management skills are an asset to our team.