We’re your trusted people in finance

Our recent client survey told us that

“Approachable, client-focused, quality advice, committed and supportive”

were the common words used to describe us

(we hope you soon feel the same way too)

We’re your trusted people in finance

Our recent client survey told us that

“Approachable, client-focused, quality advice, committed and supportive”

were the common words used to describe us

(we hope you soon feel the same way too)

Helping to make your ‘good life’ come true

Financial security. Life experiences. And a lasting legacy. They’re the aspirational goals that we most often hear as professional financial planners. Added together, they make for a

lived outcome

that can be achieved with time and the right advice. If you are looking for a partner in your wealth journey who understands what drives you, then get in touch with us today.

Our passion is people

From getting to understand your ‘big picture goals’ through to the little things in life that matter to you, our financial planners get to know you well. Here’s a brief introduction to our advisors, leaders and incredible Client Experience Team.

Ryan Watson

Chief Executive Officer

Stevie-Jade Turner

Senior Advisor

Sean Birch

Director / Senior Advisor

Mariana Subasic

Advisor

Brad Fox

Non-Executive Chairman

Kirsten Russell

Client Experience Associate

Robert Devlin

Senior Advisor

Natasha Stronach

General Manager

Daniel Testa

Senior Advisor

David Lofthouse

Advisor

Amy Adams

Client Experience Associate

Lisa Bond

Strategic Communications, Engagement & Advocacy

Matthew Rea

Advisor

Jason Kloszynski

Director of Mortgage Broking

Sonja Bale

Broker Relationship Manager

Amy McCarthy

Client Experience Support

Abby Lockyer

Client Experience Associate

Benjamin Jongebloed

Associate Advisor

Lauren Girardi

Social Media Coordinator

But our most important asset is you

We might work with investments every day, but you’re our #1. It’s why you can depend on us to deliver accountable, transparent advice and an impeccable experience – every time you deal with us. We’re ready to show you a new way to achieve the life you dream of.

Get Award-Winning Financial Advice, right here in Melbourne

Whether it’s in person, on the phone or via video conferencing, you can talk with a Melbourne financial advisor, no matter where you are across our beautiful country.

Delivering you expert guidance, through a team of

CERTIFIED FINANCIAL PLANNERS^®

At Tribeca Financial, it’s all about the giving

Our team are passionate supporters of causes that make an impact. By giving our time, compassion and energy to the community, we’re helping to make a difference where we can.

Architecting happiness, for people just like you

It’s feedback like this that has us striving for excellence every day.

Arrange a conversation about your financial future today

We’d love to help you plan your version of a ‘good life’. Simply enter your details below, and we’ll contact you soon.

We’re your trusted people in finance

“Approachable, client-focused, quality advice, committed and supportive”

We’re your trusted people in finance

“Approachable, client-focused, quality advice, committed and supportive”

Helping to make your ‘good life’ come true

lived outcome

Our passion is people

But our most important asset is you

Get Award-Winning Financial Advice, right here in Melbourne

CERTIFIED FINANCIAL PLANNERS®

At Tribeca Financial, it’s all about the giving

Architecting happiness, for people just like you

Arrange a conversation about your financial future today

Start your journey

CERTIFIED FINANCIAL PLANNERS^®