Hannah Freeman
Financial Adviser
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
Hannah has been working in the financial planning industry since 2018 and brings a strong foundation built across client services through to advice delivery. She enjoys working closely with clients to deliver clear, practical advice focused on long-term investing and wealth management. Hannah takes a thoughtful, client centred approach to helping individuals and families manage their financial future.
Investment Style
Hannah adheres to a disciplined investment framework, using a broad network of quality investment and economic information. She will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Superannuation Advice
Financial Planning
Portfolio Administration
Stockbroking
Wealth Management
Investment Advice
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Derivatives in Financial Planning
Bachelor of Communication
Graduate Diploma of Financial Planning
Certificate III in Business Adminstration (Legal)
SMSF Regulations and Taxation
Associations
No items found.
Competencies
Generic
Financial Planning
Securities
Superannuation
Managed Investments
I am employed by Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary.
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