At Liberum Financial we help people just like you to discover everyday freedom. Part mentor, part coach, we provide a financial framework that goes beyond the numbers to define the goals and values that truly represent the real you.
We don’t just hear you. We listen.
financial planner | director
Ryan started his career in finance as a chartered accountant with O’Connells OBM, moving in to financial planning in 2005. Ryan’s work is about creating security and investing in the future for both businesses and individuals. His job is to secure clients’ futures when the unthinkable happens – which is more often than we hope to believe. Read More
With a talent for spotting opportunities, tireless energy to run ideas and initiatives past clients and an ability to ask thought-provoking questions – challenging the status quo is how Adam creates a positive impact in people’s lives and helps them achieve their financial freedom.
“Trust is the guts of what it’s really all about. If you only have half of the picture, you’re going to stuff it up. You have to know your client.” When a client comes to David with a problem, he determines to fix it. With over 40 years of experience in the Financial Planning industry, he certainly has the tools to do so. His working ethos comes down to communication and problem-solving. He believes in the basics; hard-work, determination, and doing the right thing by his clients to achieve their goals. Read More
Angela’s first experience in working with small family businesses started with assisting her mum with bookkeeping at the age of 15. Getting an insight into the business contributed to Angela’s desire to work with and assist other small business owners in setting and achieving their goals. Angela specialises in Self-Managed Superannuation Funds and enjoys assisting clients to build up their retirement savings in a tax-effective manner.
Chris enjoys working with clients to help them to achieve their goals and objectives. Chris has particular interests in tax minimisation, budgeting, retirement planning, superannuation, planning today for the future, regular reviews of client’s plans to ensure we are working towards achieving their goals, and working with clients as their goals and objectives change.
Marie completed a Commerce degree at UQ majoring in Accounting and Finance. A Chartered Accountant, Marie’s favourite aspects of her job are problem solving for clients and working with a great team of talented individuals.