Story

Everyone has a story. Moments that define who we are and what we want to be. For Tribeca, our story began in New York.

The big apple is where a big idea took shape for Ryan, our CEO and founder. While walking the streets of Tribeca, he was drawn to the energy and vibrancy. A place full of possibility and opportunity.

That’s the aspirations he wanted to imbue in a new business.

He believed financial advice could and should be doing more. For too long the industry had been closed off to what’s possible. And where the focus favoured the product; not the person. He wanted to capture that sense of New York opportunity and turn it into something.

Something inspiring. Something real. So he did. He called it Tribeca.

Culture

A group of male and female financial advisors standing around a table, smiling at each other while looking at a laptop.

There’s a reason we like to refer to ourselves as a Tribe. A Tribe shares a common culture. Ours is to work with respect, empathy, innovation, honesty and commitment. While wonderfully diverse and unique, what binds us is our love for what we do. And what Tribeca offers. To help change lives for the better.

Possibility and opportunity.

Why

Why are we always striving for a better way to provide financial advice? To make things easier; less complicated. To challenge ourselves and the industry to do more. Be more.

It’s engrained in our DNA. Ryan knows what it’s like to live pay check to pay check. He’s lived the struggle, and determination, of a single mother providing for her family. It’s why our bottom line is not about numbers on a balance sheet, it’s about creating security for people and the freedom to make choices. It’s being there when times are difficult, and when the possibilities are endless.

That’s life-changing financial advice.

Tribe

What makes a Tribe member? Well we’re inquisitive to start with. It’s why many of us continue to study and upskill our roles while at Tribeca. It’s also why we take a deep interest in the lives of our clients.

We’re individuals. That’s important. We all come from different walks of life with interests and passions that are embraced and celebrated; this diversity adding to the fabric of Tribeca. It also makes it a fun place to be.

And we come with a human-centred mindset, which simply means we lead with empathy in truly understanding the needs and aspirations of our clients.

Snapshot: Advisor. Financial wellbeing champion. Psychology major.

Rachael’s expertise in financial planning and advice has taken her a long way literally. Having established a burgeoning career in London, Rachael moved her life and skills to Melbourne and thankfully Tribeca. Understanding human behaviour has always driven and shaped her work in finance, beginning with her degree qualifications in Psychology and now through improving the financial wellbeing of her clients. She also practices what she preaches, prioritising her own wellbeing by keeping active and exploring new destinations and adventures with family and friends.

Rachael’s expertise in financial planning and advice has taken her a long way literally. Having established a burgeoning career in London, Rachael moved her life and skills to Melbourne and thankfully Tribeca. Understanding human behaviour has always driven and shaped her work in finance, beginning with her degree qualifications in Psychology and now through improving the financial wellbeing of her clients. She also practices what she preaches, prioritising her own wellbeing by keeping active and exploring new destinations and adventures with family and friends.

Dan

Snapshot: Advisor. Expat specialist. Braai Master.

It’s not surprising Dan takes a holistic view to life and finance. In moving his eleven year career as a financial planner in South Africa to Australia, Dan came with a mission to not only further himself, but also the lives of Australians and fellow expats from his homeland. He does this in many ways, through applying his extensive knowledge across all areas of advice. And also through sharing his experiences and insights on financial strategy and wellness through various initiatives (stay tuned for his new look blog).

It’s not surprising Dan takes a holistic view to life and finance. In moving his eleven year career as a financial planner in South Africa to Australia, Dan came with a mission to not only further himself, but also the lives of Australians and fellow expats from his homeland. He does this in many ways, through applying his extensive knowledge across all areas of advice. And also through sharing his experiences and insights on financial strategy and wellness through various initiatives (stay tuned for his new look blog).

Rob

Snapshot: Head of Advice / Partner. SMSF superstar. Good Life gun.

Rob epitomises Tribeca’s Good Life approach to advice. He gains the greatest buzz from giving his clients the clarity, tools and guidance they need to reach their goals and live life to the fullest. He loves the strategy of advice, particularly in exploring and forging new ways of thinking throughout the business such as in the investment and SMSF space. As a natural leader, when Rob believes in something he’s all in, leading him to become partner of Tribeca. This passion and energy for his work is more than matched by his dedication to his young family at home and living a Good Life.

Rob epitomises Tribeca’s Good Life approach to advice. He gains the greatest buzz from giving his clients the clarity, tools and guidance they need to reach their goals and live life to the fullest. He loves the strategy of advice, particularly in exploring and forging new ways of thinking throughout the business such as in the investment and SMSF space. As a natural leader, when Rob believes in something he’s all in, leading him to become partner of Tribeca. This passion and energy for his work is more than matched by his dedication to his young family at home and living a Good Life.

Snapshot: Senior Advisor. 30 year’s experience. Retirement guru.

You’re in safe hands with Warwick. He brings a calmness and surety to his role when you need it most; drawing on lived experience having navigated defining moments like the GFC in ‘08 and high interest rates of the early 90s. For him it’s simply about helping clients live their best life, no matter the circumstances. He certainly sees age as no barrier, which is why he is particularly passionate about retirement planning and equipping people to take charge of their finances and make the most of their ’20 year holiday’. He’s also a keen author, another aspect of Warwick’s own fascinating life story.

You’re in safe hands with Warwick. He brings a calmness and surety to his role when you need it most; drawing on lived experience having navigated defining moments like the GFC in ‘08 and high interest rates of the early 90s. For him it’s simply about helping clients live their best life, no matter the circumstances. He certainly sees age as no barrier, which is why he is particularly passionate about retirement planning and equipping people to take charge of their finances and make the most of their ’20 year holiday’. He’s also a keen author, another aspect of Warwick’s own fascinating life story.

Snapshot: Associate Advisor. Women’s finance advocate. Empathetic ally.

Lenny shows a natural ability to problem solve and strategise, as well as build strong relationships with clients based on mutual trust, empathy and respect. It’s no surprise she was awarded the best final year student in financial planning by the Financial Planning Association of Australia. A strong advocate for empowering women to take greater control of their financial world, Lenny is humbled to be part of a team that prioritises wellbeing in helping people make their Good Life a reality.
Lenny shows a natural ability to problem solve and strategise, as well as build strong relationships with clients based on mutual trust, empathy and respect. It’s no surprise she was awarded the best final year student in financial planning by the Financial Planning Association of Australia. A strong advocate for empowering women to take greater control of their financial world, Lenny is humbled to be part of a team that prioritises wellbeing in helping people make their Good Life a reality.

Snapshot: Senior Advisor / Partner. Purpose driven. Beach & snow lover.

Nothing is more satisfying for Peter than helping a client set a financial or life goal – and then work hand in hand to see them reach it. It’s why empowering people with holistic financial advice has framed his career over 10+ years, and led him to join Tribeca with our aligned values and purpose. Peter’s drive certainly doesn’t slow down outside of work, from chasing Hops (his beloved bulldog) to chasing after his two young children. It’s a life filled with adventure and new possibilities.
Nothing is more satisfying for Peter than helping a client set a financial or life goal – and then work hand in hand to see them reach it. It’s why empowering people with holistic financial advice has framed his career over 10+ years, and led him to join Tribeca with our aligned values and purpose. Peter’s drive certainly doesn’t slow down outside of work, from chasing Hops (his beloved bulldog) to chasing after his two young children. It’s a life filled with adventure and new possibilities.
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Snapshot: Associate Advisor. Brave heart. Dog whisperer.

Putting people first. It’s how Tori likes to live her life, and why she’s such a valuable part of our Tribe. Not surprisingly, one of Tori’s strengths is building strong relationships with her clients and colleagues, also drawing on her experience in financial services to provide outstanding service and support. Her determination to see everyone around her not just be happy, but to thrive, is one of her many star qualities. She also brings another unique aspect to Tribeca – Kora her extremely clever dog – an honorary Tribe member who often joins client meetings.

Putting people first. It’s how Tori likes to live her life, and why she’s such a valuable part of our Tribe. Not surprisingly, one of Tori’s strengths is building strong relationships with her clients and colleagues, also drawing on her experience in financial services to provide outstanding service and support. Her determination to see everyone around her not just be happy, but to thrive, is one of her many star qualities. She also brings another unique aspect to Tribeca – Kora her extremely clever dog – an honorary Tribe member who often joins client meetings.

Snapshot: Advisor. Finance freestyler. Career doer.

Having played key roles with the likes of PwC, Urbis and the AFL in accounting and financial control, Andrew knows a thing or two about managing money and making strong connections with people. He also knows the challenges and opportunities that come with transitioning from one career path to another. He brings all this in-depth knowledge and understanding to Tribeca, ..understanding to Tribeca, equipping clients with the confidence and financial strategies to achieve their professional and personal dreams.
Having played key roles with the likes of PwC, Urbis and the AFL in accounting and financial control, Andrew knows a thing or two about managing money and making strong connections with people. He also knows the challenges and opportunities that come with transitioning from one career path to another. He brings all this in-depth knowledge and understanding to Tribeca, ..understanding to Tribeca, equipping clients with the confidence and financial strategies to achieve their professional and personal dreams.

Snapshot: Director / Senior Advisor. Finance leader. Self starter

Sean is not afraid of change, having switched careers after 17 successful years in corporate accounting to move into financial advice in 2008; and then soon after start up his own consultancy. It was the idea of being able to make a direct impact on people’s lives that drove all of this change, and naturally lead him to align with Tribeca in 2015. Making an impact is still what motivates him today, especially in helping his many long-term clients achieve a healthy balance in their lives.

Sean is not afraid of change, having switched careers after 17 successful years in corporate accounting to move into financial advice in 2008; and then soon after start up his own consultancy. It was the idea of being able to make a direct impact on people’s lives that drove all of this change, and naturally lead him to align with Tribeca in 2015. Making an impact is still what motivates him today, especially in helping his many long-term clients achieve a healthy balance in their lives.

Ben

Snapshot: Advisor. Investment all rounder. Marathon man.

Ben doesn’t believe in taking half measures. Keen for a broader view of life and finance, his stint working in the UK not only fuelled and expanded his skills in investment advice, it saw him return with a greater perspective and appreciation of the role he can play in his client’s lives. This determination to keep improving and challenge himself is not restricted to his career, with Ben being one of those unique individuals who thrives on putting mind and body to the ultimate test by competing in marathons.

Ben doesn’t believe in taking half measures. Keen for a broader view of life and finance, his stint working in the UK not only fuelled and expanded his skills in investment advice, it saw him return with a greater perspective and appreciation of the role he can play in his client’s lives. This determination to keep improving and challenge himself is not restricted to his career, with Ben being one of those unique individuals who thrives on putting mind and body to the ultimate test by competing in marathons.

Snapshot: Senior Advisor. Cashflow crusader. Fierce competitor.

Matt likes to see people achieve their financial and life goals. He wants them to come out on top, particularly in helping free up that all important cashflow to live the life they want (he’s pretty strong on this one). He’s naturally competitive and driven, which is great for clients in inspiring them to take control of their finances and go for their dreams, but not so good for the Tribe when playing him in a game of office table tennis or out on the golf course.

Matt likes to see people achieve their financial and life goals. He wants them to come out on top, particularly in helping free up that all important cashflow to live the life they want (he’s pretty strong on this one). He’s naturally competitive and driven, which is great for clients in inspiring them to take control of their finances and go for their dreams, but not so good for the Tribe when playing him in a game of office table tennis or out on the golf course.

Snapshot: Senior Advisor. Natural communicator. Community connector.

There’s a common thread that runs through Jake’s professional and personal life. That is to help people realise that their goals are attainable, and then to see them achieve those goals. It’s what has framed his career as a high performing senior advisor committed to delivering value and meaningful outcomes for his clients. And it’s a philosophy he brings to his local ‘Kew-munity’ endeavours through his playing, leadership and coaching roles at his beloved Kew Bears and Rovers footy teams.

There’s a common thread that runs through Jake’s professional and personal life. That is to help people realise that their goals are attainable, and then to see them achieve those goals. It’s what has framed his career as a high performing senior advisor committed to delivering value and meaningful outcomes for his clients. And it’s a philosophy he brings to his local ‘Kew-munity’ endeavours through his playing, leadership and coaching roles at his beloved Kew Bears and Rovers footy teams.

Amy

Snapshot: Associate Advisor. Keen explorer. Gratitude guru.

Amy lives by the quote, ‘there is no growth found in comfort’. She certainly thrives on being outside of her comfort zone, from undertaking an internship in Japan to taking on new challenges such as her current studies in Positive Psychology. Amy’s adventurous spirit and thirst for knowledge are just two of the attributes she brings to enhance our clients’ experience at Tribeca.

 

Amy lives by the quote, ‘there is no growth found in comfort’. She certainly thrives on being outside of her comfort zone, from undertaking an internship in Japan to taking on new challenges such as her current studies in Positive Psychology. Amy’s adventurous spirit and thirst for knowledge are just two of the attributes she brings to enhance our clients’ experience at Tribeca.

Snapshot: Associate Advisor/Client Experience Associate. Goal setter. Fur baby mum.

Sophia is driven by the desire to live a life full of many similar goals to that of our clients; having a family without financial concerns such as the choice of education, freedom to travel, and making the most of every moment with loved ones (special shout out to her Cavalier/Maltese Carmelo). Her genuine excitement and investment in helping people live their Good Life is what makes Sophia such an integral member of our Client Experience Team.

Sophia is driven by the desire to live a life full of many similar goals to that of our clients; having a family without financial concerns such as the choice of education, freedom to travel, and making the most of every moment with loved ones (special shout out to her Cavalier/Maltese Carmelo). Her genuine excitement and investment in helping people live their Good Life is what makes Sophia such an integral member of our Client Experience Team.

Snapshot: CEO. Bold Thinker. Industry Disrupter.

Ryan has always thrown himself into everything he does, from taking on a paper round at age 11 to co-founding his first financial planning firm after only four years working in the industry. His strong work ethic – learnt from the steely determination of a single-mum – led him to creating a business in Tribeca that not only changed peoples lives for the better, but disrupted how financial advice was being delivered. This single-minded focus to put people first continues to inspire our Tribe to live their Good Life and in turn empower thousands of individuals and families to do the same.

Ryan has always thrown himself into everything he does, from taking on a paper round at age 11 to co-founding his first financial planning firm after only four years working in the industry. His strong work ethic – learnt from the steely determination of a single-mum – led him to creating a business in Tribeca that not only changed peoples lives for the better, but disrupted how financial advice was being delivered. This single-minded focus to put people first continues to inspire our Tribe to live their Good Life and in turn empower thousands of individuals and families to do the same.

Snapshot: Paraplanner. Curious mind. Family man.

As a paraplanner working in the industry for over 20 years, Andy has consistently brought a strategic and transformative approach to his roles, making him an absolute asset for Tribeca. He brings an infectious curiosity and zest for life, whether that’s in applying his highly specialised skills to advance his craft, or embracing every moment and new experience with his wife and two boys.

As a paraplanner working in the industry for over 20 years, Andy has consistently brought a strategic and transformative approach to his roles, making him an absolute asset for Tribeca. He brings an infectious curiosity and zest for life, whether that’s in applying his highly specialised skills to advance his craft, or embracing every moment and new experience with his wife and two boys.

Snapshot: COO. Human-centered. Spirit innovator.

A Chief Operating Officer needs a clear mind, pragmatic approach and ability to bring people with them. Thankfully for our Tribe and clients, Tash has all this and more in spades. With over 15 years experience in enhancing business operations and performance, it’s her skill in maximising peoples potential through collaboration and understanding which makes her a respected leader.

A Chief Operating Officer needs a clear mind, pragmatic approach and ability to bring people with them. Thankfully for our Tribe and clients, Tash has all this and more in spades. With over 15 years experience in enhancing business operations and performance, it’s her skill in maximising peoples potential through collaboration and understanding which makes her a respected leader.

Snapshot: Non-Executive Chairman. Trail blazer. Inspiring mentor.

Brad believes in the power of possibility. It’s what’s driven him to be a professional Australian Rules footballer, past National President of the Association of Financial Planners, and a guiding strategic voice in the direction of Tribeca and numerous other businesses. His firm belief is that you need the judgement to make the right decision, and the courage to implement it. It’s why he is incredibly supportive and hands-on in growing the personal strength, resilience and enthusiasm of our Tribe to help clients live their Good Life.

Brad believes in the power of possibility. It’s what’s driven him to be a professional Australian Rules footballer, past National President of the Association of Financial Planners, and a guiding strategic voice in the direction of Tribeca and numerous other businesses. His firm belief is that you need the judgement to make the right decision, and the courage to implement it. It’s why he is incredibly supportive and hands-on in growing the personal strength, resilience and enthusiasm of our Tribe to help clients live their Good Life.

Ben

Snapshot: Client Experience Associate. Solutions focused. Avid snowboarder.

“Watch the pennies (cents), and the dollars will take care of themselves”. This quote by Benjamin Franklin has stood the test of time, shaping our own Ben’s approach to his financial world and that of clients. He is all about helping people set themselves up for the now, to allow them to grow their wealth for their future. He wants clients to feel they can fully embrace what they enjoy most, which for Ben is snowboarding the ski slopes and spending time with family.

“Watch the pennies (cents), and the dollars will take care of themselves”. This quote by Benjamin Franklin has stood the test of time, shaping our own Ben’s approach to his financial world and that of clients. He is all about helping people set themselves up for the now, to allow them to grow their wealth for their future. He wants clients to feel they can fully embrace what they enjoy most, which for Ben is snowboarding the ski slopes and spending time with family.

Snapshot: Practice Manager. Problem solver. People person.

Not many people can say they’re doing their dream job. Kirsten does. There’s three things she absolutely adores about her role – meeting people, solving problems and making Tribeca hum. Lucky for us she’s exceptional in each one, ensuring our advice processes continue to set the standard and our clients remain firmly at the core of everything we do. Her desire to help people goes well beyond our office walls, through making every moment count with family and friends to supporting community and charitable initiatives.

Not many people can say they’re doing their dream job. Kirsten does. There’s three things she absolutely adores about her role – meeting people, solving problems and making Tribeca hum. Lucky for us she’s exceptional in each one, ensuring our advice processes continue to set the standard and our clients remain firmly at the core of everything we do. Her desire to help people goes well beyond our office walls, through making every moment count with family and friends to supporting community and charitable initiatives.

Snapshot: Head of Marketing. Idea generator. Strategy shaper.

Stories. The stories that led people to Tribeca. The stories behind a client achieving their Good Life. The stories that shaped and continue to shape our Tribe. These stories are why Lisa invests her heart and soul into her role as Head of Marketing & Client Experience. There’s a real authenticity and meaning to it. There’s also the fulfilment that comes from ensuring Tribeca remains a strong voice and advocate for clients and community.

Stories. The stories that led people to Tribeca. The stories behind a client achieving their Good Life. The stories that shaped and continue to shape our Tribe. These stories are why Lisa invests her heart and soul into her role as Head of Marketing & Client Experience. There’s a real authenticity and meaning to it. There’s also the fulfilment that comes from ensuring Tribeca remains a strong voice and advocate for clients and community.

Snapshot: Marketing Coordinator. Creative soul. AFL doggies fanatic.

Liana thrives off being creative and organised to achieve results, attributes she brings to the fore as a key member of our marketing team. The enthusiasm she brings to her role is indicative of how she approaches life, from making the most of time with family and friends to cheering on her beloved Western Bulldogs AFL team. What makes her most happy is seeing others happy. For Liana, feeling fulfilled at the end of the day is what’s important.

Liana thrives off being creative and organised to achieve results, attributes she brings to the fore as a key member of our marketing team. The enthusiasm she brings to her role is indicative of how she approaches life, from making the most of time with family and friends to cheering on her beloved Western Bulldogs AFL team. What makes her most happy is seeing others happy. For Liana, feeling fulfilled at the end of the day is what’s important.

Ben

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Snapshot: Client Experience Associate. Solutions focused. Avid snowboarder.

“Watch the pennies (cents), and the dollars will take care of themselves”. This quote by Benjamin Franklin has stood the test of time, shaping our own Ben’s approach to his financial world and that of clients. He is all about helping people set themselves up for the now, to allow them to grow their wealth for their future. He wants clients to feel they can fully embrace what they enjoy most, which for Ben is snowboarding the ski slopes and spending time with family.

“Watch the pennies (cents), and the dollars will take care of themselves”. This quote by Benjamin Franklin has stood the test of time, shaping our own Ben’s approach to his financial world and that of clients. He is all about helping people set themselves up for the now, to allow them to grow their wealth for their future. He wants clients to feel they can fully embrace what they enjoy most, which for Ben is snowboarding the ski slopes and spending time with family.

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Snapshot: Head of marketing. Idea generator. Strategy shaper.

Stories. The stories that led people to Tribeca. The stories behind a client achieving their Good Life. The stories that shaped and continue to shape our Tribe. These stories are why Lisa invests her heart and soul into her role as Head of Marketing & Client Experience. There’s a real authenticity and meaning to it. There’s also the fulfilment that comes from ensuring Tribeca remains a strong voice and advocate for clients and community.

Stories. The stories that led people to Tribeca. The stories behind a client achieving their Good Life. The stories that shaped and continue to shape our Tribe. These stories are why Lisa invests her heart and soul into her role as Head of Marketing & Client Experience. There’s a real authenticity and meaning to it. There’s also the fulfilment that comes from ensuring Tribeca remains a strong voice and advocate for clients and community.

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