Our consultation process
At a glance
Get to know how Freloiqnidex provides clarity and reassurance through structured, professional consultations. Each session begins by listening carefully to your questions and outlining what you hope to achieve. We analyse current Australian market trends relevant to your needs, filtered through the lens of industry regulations and your stated priorities. Our recommendations are based on objective analysis, not generic templates, with a focus on helping you navigate choices more easily and with confidence. Ongoing follow-up ensures your decisions continue to align with changing circumstances. Results may vary and past performance doesn't guarantee future outcomes.
Meet our team
Licensed finance professionals Australia wide
Helen Patterson
Financial adviser
Education
Bachelor of Commerce, University of Sydney
Helen has been guiding clients for nearly ten years. Her expertise includes analysis, transparent discussions, and responsive follow-ups that help clients feel prepared.
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Denis Brown
Senior consultant
Education
Master of Financial Analysis, Monash University
With a background in analytical finance, Denis offers detailed reviews and ensures each recommendation reflects legal standards and current conditions.
Experience
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Emily Zhang
Client consultant
Education
Bachelor of Business Administration, ANU
Emily specialises in clear, actionable steps and ensures your priorities are reflected at every stage, with thorough communication and support.
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Alex Nguyen
Regulatory specialist
Education
Juris Doctor law degree, University of Melbourne
Alex ensures all processes align with Australian regulations and supports clients by explaining important compliance-related details objectively.
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Our stepwise methodology explained
Structured stages ensure recommendations are objective and aligned with your aims. Each stage builds clarity, caters to evolving needs, and supports informed decisions.
Initial understanding
We begin by listening to your concerns and clarifying what you hope to achieve. This first discussion focuses on your objectives and current circumstances.
We take time to understand goals without presumption.
Market and risk review
In-depth analysis of relevant market context, regulations, and risk factors is conducted so recommendations are always grounded and up to date.
Our team reviews both local trends and compliance aspects.
Personalised recommendations
After thorough review, we present tailored suggestions designed to address your specific situation and questions.
Our input is structured clearly and objectively.
Ongoing support
Post-consultation, follow-up is available as your needs or external conditions change, ensuring ongoing relevance and clarity.
Continuing communication and review where needed.
How Freloiqnidex compares to others
Focused on personalised, regulation-compliant guidance for Australians
See the difference in approach, regulatory standards, and tailored support.
Freloiqnidex Advisory
Personalised, client-centred financial input
Generic Advisers
Template-based, less focused on your needs
Personalisation level
Degree to which input is tailored for each individual
Regulatory compliance
Alignment with Australian industry standards
Communication clarity
How clearly processes and advice are explained
Ongoing support
Post-consultation availability and responsiveness