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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)
Talk with us today

We’re your trusted people in finance

Understanding financial wellbeing: the three questions you need to ask
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)
Talk with us today

We’re your trusted people in finance

Understanding financial wellbeing: the three questions you need to ask
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)
Talk with us today

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.
Talk with us

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

Senior Advisor

Brad Fox

Non-Executive Chairman

Kirsten Russell

Client Experience Associate

Robert Devlin

Senior Advisor

Natasha Stronach

General Manager

Tori Coils

Client Experience Associate

Daniel Testa

Senior Advisor

Lisa Bond

Strategic Communications, Engagement & Advocacy

Andrew White

Associate Advisor

Matthew Rea

Advisor

Lucy Atkinson

Advisor

Jason Kloszynski

Director of Lending

Lucy Mascali

Broker Relationship Manager

Amy McCarthy

Client Experience

Nathan Fradley

Senior Advisor

Lauren Girardi

Social Media Coordinator

Benjamin Jongebloed

Advisor

Bruna Moore

Mortgage Broker

Daniel Nel

Associate Advisor

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.
Talk with us

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.
Tribeca Financial_FS Power 50_Most Influential Advisor
Tribeca Financial_FS Power 50_Most Influential Advisor

Delivering you expert guidance, through a team of

CERTIFIED FINANCIAL PLANNERS®

FPA Professional Practice

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.
my-good-life-dan-and-ange-web
my-good-life-stuart-web
my-good-life-leah-web
my-good-life-kate-and-danny-web
my-good-life-felicity-web

Architecting happiness, for people just like you

It’s feedback like this that has us striving for excellence every day.
my-good-life-dan-and-ange-web
my-good-life-stuart-web
my-good-life-leah-web
my-good-life-kate-and-danny-web
my-good-life-felicity-web

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.

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Level 1, 110 Church Street, Hawthorn VIC 3122
1300 388 285

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Tribeca Collective Pty Ltd, ABN: 54 604 005 209 trading as Tribeca Financial has been appointed as a Corporate Authorised Representative (CAR No. 1008603) of My Dedicated Advisory.  Copyright © 2021 Tribeca Financial. All rights reserved.
Tribeca Financial acknowledges the Traditional Owners of Country throughout Australia. We pay our respects to Elders past and present.