About Our Team
Long-Term Financial Solutions
Freedom Wealth Solutions was established to help you make the most of your finances, no matter what stage of life you’re in. Our senior financial advisor, James Marsh, takes the time to listen to your needs and help implement a strategy that suits your unique circumstances. We’re proud to provide long-term holistic advice – the kind of support that will have you referring your friends and family to us for years to come. Our approach is centred on making financial advice simple, clear and accessible, giving you the confidence to move forward with informed decisions and ongoing guidance.
We are a Corporate Authorised Representative of RI Advice Group Pty Ltd, which has been providing financial advice to everyday Australians since 1979. We offer a range of financial planning services throughout Melbourne, Gippsland, Frankston, Rosebud, Mornington, Cheltenham, Pakenham, Leongatha and throughout the Mornington Peninsula. Our services include retirement planning, superannuation advice, personal insurance, wealth creation and more. Being deeply connected to the communities we serve, we value the relationships we build with our clients and proudly host an annual social event to acknowledge and celebrate their continued trust and support.
James Marsh ADFP, FChFP
James Marsh is a Director and Senior Financial Planner at Freedom Wealth Solutions. Having worked with two of Australia’s largest financial service providers, James has a wealth of industry knowledge and has handled an extensive range of portfolios. He has a special interest in retirement planning and personal risk protection. Not only is James extremely thorough and methodical with his approach to financial planning, but he is passionate about establishing long-term relationships with clients by providing first-class service.
James is an active voting member of the Association of Financial Advisors and holds an Advanced Diploma in Financial Services together with the Fellow Chartered Financial Planning (FChFP) designation. Outside of work, he enjoys spending time with his wife and two children, playing golf and supporting the Carlton Blues.
Theresa Hawkins
Office Manager
Theresa is our Office Manager who works closely with the team to ensure the office runs smoothly and assists the Financial Advisers. Theresa is your first point of contact for making appointments and is responsible for preparing all the documents prior to client review appointments. Theresa liaises with the product providers and assists clients with general administration queries. Theresa has more than 28 years' experience in banking with 18 years working specifically in Financial Services.
Outside of work, Theresa loves spending time with her family and friends and is always planning her next adventure.
Rashini Galagoda
Client Service Officer
Rashini holds a CIMA professional qualification and is also currently pursuing a BBA (Hons) in International Business.
At Planlogic, she has completed the internal CSO training program and has experience working on tasks such as Fact Find updates, Reviews, CSAs, TPA forms and FMQ calls. She has also participated in their Professional Development Workshops.
Outside of work, she spends time listening to music, playing the violin and crocheting.
