About Our Team

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 through providing first-class service.

FSG Advisor Profile - James Marsh

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.

Isabel Ragozzini

Client Services Officer

As a Client Service Officer, Isabel handles a lot of the behind-the-scenes administration duties relating to client relations and advice implementation. Isabel has experience working in both USA and Australia. When Isabel isn’t helping Freedom Wealth Solutions she enjoys fine dining with her husband and spending time with her family.