Sophie Grace recently assisted Freedom Wealth Services Pty Ltd (“Freedom Wealth Services”) to obtain an Australian Credit Licence (“ACL”) to provide debt management and mortgage broking services. The ACL application was lodged with ASIC in September 2021 and approved in January 2022.
Freedom Wealth Services is a wealth planning and advisory firm specialising in financial advice, home loans, and taxation. The granting of their licence has enabled Freedom Wealth Services to begin providing debt management services to clients to assist them in settling their debts and improving their financial position.
Brett Newbound, the Head of Financial Advice and Mortgage Broking at Freedom Wealth Services, provided Sophie Grace with some kind words about his experience working with our team.
“Excellent as usual. Very thorough and completed with accuracy and competence.”
Brett went on to state how our general manager, Alicia Pevely’s assistance was excellent and he will be recommending Sophie Grace to others.
The Sophie Grace team look forward to continuing to work with Freedom Wealth Services to maintain their ACL moving forward.
If you would like to know more about Freedom Wealth Services, please contact Sophie Grace directly for an introduction.