Tribe
What makes a Tribe member? Well weโre inquisitive to start with. Itโs why many of us continue to study and upskill our roles while at Tribeca. Itโs also why we take a deep interest in the lives of our clients.
Weโre individuals. Thatโs 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.
Senior Advisor. Financial wellbeing champion. Psychology major.
Understanding human behaviour has always shaped Rachaelโs work, beginning with her degree qualifications in psychology and now through improving the financial wellbeing of her clients. It’s seen her career go places, quite literally, from a burgeoning career in London to establishing herself as a highly valued Senior Advisor at Tribeca. Of particular interest is helping women through life transitions, from separation and widowhood to navigating redundancy or stepping back from a career. Itโs the human side of advice that inspires Rachael, truly understanding her clients to offer them clarity, control and confidence through putting new financial strategies and structures in place and enhancing money behaviours and mindsets.
Understanding human behaviour has always shaped Rachaelโs work, beginning with her degree qualifications in psychology and now through improving the financial wellbeing of her clients. It’s seen her career go places, quite literally, from a burgeoning career in London to establishing herself as a highly valued Senior Advisor at Tribeca. Of particular interest is helping women through life transitions, from separation and widowhood to navigating redundancy or stepping back from a career. Itโs the human side of advice that inspires Rachael, truly understanding her clients to offer them clarity, control and confidence through putting new financial strategies and structures in place and enhancing money behaviours and mindsets.
Head of Advice & Partner. SMSF expert. Skilled strategist.
Rob gains the greatest satisfaction from giving his clients the clarity, tools and guidance they need to reach their goals and live their Good Life. He is a champion for exploring and forging new ways of thinking throughout the business, particularly in furthering investment and SMSF strategy, and supporting multi-generational clients with complex needs. As a natural leader, Robโs role encompasses Partner, Head of Advice, Committee leads and fostering Tribecaโs inclusive culture. This commitment and energy for his work is more than matched by his dedication to his young family at home.
Rob gains the greatest satisfaction from giving his clients the clarity, tools and guidance they need to reach their goals and live their Good Life. He is a champion for exploring and forging new ways of thinking throughout the business, particularly in furthering investment and SMSF strategy, and supporting multi-generational clients with complex needs. As a natural leader, Robโs role encompasses Partner, Head of Advice, Committee leads and fostering Tribecaโs inclusive culture. This commitment and energy for his work is more than matched by his dedication to his young family at home.
Senior Advisor. Natural communicator. Community connector.
Jake believes great financial advice is about more than numbers. It’s about helping people gain the confidence to make decisions that move them closer to the life they want. With a natural ability to connect, listen and simplify complexity, Jake helps clients navigate wealth creation, investments, and long-term financial planning with greater clarity and certainty. His honest, practical approach and genuine interest in people’s goals have helped him build trusted relationships and deliver meaningful outcomes for clients throughout every stage of life.
Jake believes great financial advice is about more than numbers. It’s about helping people gain the confidence to make decisions that move them closer to the life they want. With a natural ability to connect, listen and simplify complexity, Jake helps clients navigate wealth creation, investments, and long-term financial planning with greater clarity and certainty. His honest, practical approach and genuine interest in people’s goals have helped him build trusted relationships and deliver meaningful outcomes for clients throughout every stage of life.
Lead Advisor & Partner. Change influencer. Family man.
Life-changing advice. This means everything to Matt. To make a meaningful difference to someoneโs life; not just their balance sheet. His curiosity and honesty enables him to forge incredibly strong relationships with his clients, meeting challenges and opportunities head on together. He is particularly skilled at helping clients build and manage wealth through evidence-based investing, tax-effective strategies, and clear long-term planning. Giving them the confidence to make good financial decisions at every stage of life. As a Partner at Tribeca, his blend of forward and strategic thinking together with equal measures of humour and enthusiasm is highly valued. Also valued is how Matt prioritises home-life and work-life, where family time is his favourite time.
Life-changing advice. This means everything to Matt. To make a meaningful difference to someoneโs life; not just their balance sheet. His curiosity and honesty enables him to forge incredibly strong relationships with his clients, meeting challenges and opportunities head on together. He is particularly skilled at helping clients build and manage wealth through evidence-based investing, tax-effective strategies, and clear long-term planning. Giving them the confidence to make good financial decisions at every stage of life. As a Partner at Tribeca, his blend of forward and strategic thinking together with equal measures of humour and enthusiasm is highly valued. Also valued is how Matt prioritises home-life and work-life, where family time is his favourite time.
Senior Advisor. Investment all rounder. Marathon man.
Keen to grow personally and professionally, Benโs early career took him to the UK, fuelling his skills and seeing him return with a greater perspective and appreciation of the role he can play in peopleโs lives. He excels in guiding clients through complex financial choices with clear, simple explanations, whether thatโs structuring wealth for high-income professionals or pressure-testing strategies for major life transitions (retirement, career change, inheritance). His determination to keep improving is not restricted to advice, with Ben being one of those unique individuals who thrives on putting mind and body to the ultimate test by competing in marathons.
Ben doesnโt 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 clientโs 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.
Advisor. Inspired collaborator. Cat crazy.
With over 15 years experience spanning financial planning, accounting and stockbroking, one of Tamsin’s greatest strengths is to look at things from varying perspectives. It allows her to deliver exceptional outcomes for clients, balancing technical excellence with practical advice and a natural ability to build genuine relationships. For Tamsin, whatโs most rewarding is helping people navigate important financial decisions while providing clarity and confidence. Just as rewarding is navigating her own life decisions, highlighted in recent years by making the big move from the Gold Coast to Melbourne with her partner and โvery largeโ 13yr old cat Panther.
Practice Manager. Problem solver. People person.
Not many people can say they’re doing their dream job. Kirsten does. And weโre the lucky ones for it, with Kirsten being one of our long-term culture shapers. Thereโs three things she absolutely adores about her role โ meeting people, solving problems and making Tribeca hum. And 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, particularly as we continue to grow (which Kirsten also plays a large role in). She takes her people superpowers well beyond our office walls; whether through her travels, family experiences, or supporting community and charitable initiatives.
Not many people can say they’re doing their dream job. Kirsten does. And weโre the lucky ones for it, with Kirsten being one of our long-term culture shapers. Thereโs three things she absolutely adores about her role โ meeting people, solving problems and making Tribeca hum. And 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, particularly as we continue to grow (which Kirsten also plays a large role in). She takes her people superpowers well beyond our office walls; whether through her travels, family experiences, or supporting community and charitable initiatives.
Senior Advisor. Relationship-focused. Fitness devotee.
Nothing is more rewarding for Aaron than building strong and long-lasting relationships with his clients while helping them achieve their financial and life goals. He is particularly adept in providing specialty aged care advice, often requiring him to respond swiftly to complex and emotionally charged situations with sensitivity and care. It’s why relationship-focused financial advice has shaped his career over the past decade and led him to join Tribeca with our aligned values. When he’s not supporting clients, Aaron embraces an active lifestyle โ from gym sessions to cycling, and walking his dog Marshall. It’s a life driven by family, fitness and meaningful connections.
Nothing is more rewarding for Aaron than building strong and long-lasting relationships with his clients while helping them achieve their financial and life goals. He is particularly adept in providing specialty aged care advice, often requiring him to respond swiftly to complex and emotionally charged situations with sensitivity and care. It’s why relationship-focused financial advice has shaped his career over the past decade and led him to join Tribeca with our aligned values. When he’s not supporting clients, Aaron embraces an active lifestyle โ from gym sessions to cycling, and walking his dog Marshall. It’s a life driven by family, fitness and meaningful connections.
Associate Advisor. Keen explorer. Gratitude guru.
Amy encapsulates what we strive for at Tribeca. Someone who takes a genuine interest in people; leads with empathy, kindness and positivity; and is always looking to better herself. A heart and soul member and energiser of our Tribe, Amyโs desire to help clients understand and enhance their financial wellbeing is seeing her complete both her Masters in Positive Psychology and professional year studies in financial advice. Making sure everyone is OK comes naturally to Amy, which is why youโll find her regularly giving back to the community and taking active roles in charity initiatives.
Amy encapsulates what we strive for at Tribeca. Someone who takes a genuine interest in people; leads with empathy, kindness and positivity; and is always looking to better herself. A heart and soul member and energiser of our Tribe, Amyโs desire to help clients understand and enhance their financial wellbeing is seeing her complete both her Masters in Positive Psychology and professional year studies in financial advice. Making sure everyone is OK comes naturally to Amy, which is why youโll find her regularly giving back to the community and taking active roles in charity initiatives.
Director & Senior Advisor. Finance leader. Self starter.
Thereโs good reason Sean has a reputation for building incredibly strong, long-lasting relationships. It stems from his exceptional levels of emotional intelligence combined with deep technical skill and experience. An accomplished corporate accountant and lead financial advisor, Sean continues to be motivated by creating positive impact, helping his clients strengthen their financial and overall wellbeing. Sean also applies this philosophy for himself, ensuring his career and family life strike a healthy balance.
Thereโs good reason Sean has a reputation for building incredibly strong, long-lasting relationships. It stems from his exceptional levels of emotional intelligence combined with deep technical skill and experience. An accomplished corporate accountant and lead financial advisor, Sean continues to be motivated by creating positive impact, helping his clients strengthen their financial and overall wellbeing. Sean also applies this philosophy for himself, ensuring his career and family life strike a healthy balance.
Client Experience & Associate Advisor. Mood booster. Basketball devotee.
You can feel the energy lift as soon as Nicholas walks into a room. Heโs made a career out of making people feel welcomed and empowered, which is why heโs a valued member of our Client Experience Team. His passions, or intense interests as he likes to call them, includes south east asian food (the spicy the better) balanced with staying fit and healthy, and his absolute love of basketball which heโs carried since he was a boy. For Nicholas, sharing his interests and vice versa with other people is a passion in itself.
You can feel the energy lift as soon as Nicholas walks into a room. Heโs made a career out of making people feel welcomed and empowered, which is why heโs a valued member of our Client Experience Team. His passions, or intense interests as he likes to call them, includes south east asian food (the spicy the better) balanced with staying fit and healthy, and his absolute love of basketball which heโs carried since he was a boy. For Nicholas, sharing his interests and vice versa with other people is a passion in itself.
Lead Paraplanner. Brave heart. Dog whisperer.
Tori cares deeply about how we deliver advice at Tribeca, always looking for ways to refine our processes, improve efficiency, and lift the quality of what we do โ so that every client experience feels seamless and well thought through. Itโs what makes her an exceptional Paraplanner, working alongside our advisors and associates to turn strategy into clear, considered financial advice that is technically sound and genuinely supports our clients to live their Good Life. In addition to her care and skill, Tori also brings another unique aspect to her role โ her beloved dog and honoury Tribe member Kora who is a regular in client meetings.
Tori cares deeply about how we deliver advice at Tribeca, always looking for ways to refine our processes, improve efficiency, and lift the quality of what we do โ so that every client experience feels seamless and well thought through. Itโs what makes her an exceptional Paraplanner, working alongside our advisors and associates to turn strategy into clear, considered financial advice that is technically sound and genuinely supports our clients to live their Good Life. In addition to her care and skill, Tori also brings another unique aspect to her role โ her beloved dog and honoury Tribe member Kora who is a regular in client meetings.
Associate Advisor. Goal setter. Avid traveller.
Sophia believes everyone should be able to have the choice of education, build a family without money concerns and be financially empowered. Itโs little wonder sheโs found her Tribe at Tribeca, and we couldnโt be happier. Our clients couldnโt be happier as well, with her go-to attitude to get things done and attention to detail seeing her build strong and valued relationships. As she continues to grow her expertise in financial advice, her ambition is to become a trusted advisor helping families live their Good Life.
Sophia believes everyone should be able to have the choice of education, build a family without money concerns and be financially empowered. Itโs little wonder sheโs found her Tribe at Tribeca, and we couldnโt be happier. Our clients couldnโt be happier as well, with her go-to attitude to get things done and attention to detail seeing her build strong and valued relationships. As she continues to grow her expertise in financial advice, her ambition is to become a trusted advisor helping families live their Good Life.
Advisor. Finance freestyler. Career doer.
Having seamlessly transitioned from a 15 year corporate accounting career to financial advice with Tribeca, Andrew (who is still a chartered accountant) brings a wealth of money management expertise to his clients. And the lived experiences of knowing what it takes to make key life transitions like changing careers. Itโs why he is particularly adept at enabling young professionals with families to set themselves up financially for today and tomorrow, through to helping retirees effectively manage their money and assets to make the most of the next chapter of their Good Life.
Having seamlessly transitioned from a 15 year corporate accounting career to financial advice with Tribeca, Andrew (who is still a chartered accountant) brings a wealth of money management expertise to his clients. And the lived experiences of knowing what it takes to make key life transitions like changing careers. Itโs why he is particularly adept at enabling young professionals with families to set themselves up financially for today and tomorrow, through to helping retirees effectively manage their money and assets to make the most of the next chapter of their Good Life.
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, itโs 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, itโs her skill in maximising peoples potential through collaboration and understanding which makes her a respected leader.
Senior Advisor & Partner. Purpose driven. Beach & snow lover.
Nothing is more satisfying for Peter than helping a client set a financial or life goal โ and then work hand in hand to see them reach it. Empowering people with holistic financial advice has framed his career, from helping women navigate a challenging event like a divorce, to equipping high income earners wanting to make a change. Itโs this desire to help others live their Good Life that led him to head up Tribecaโs Sydney office. Peterโs 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 โ and then work hand in hand to see them reach it. Empowering people with holistic financial advice has framed his career, from helping women navigate a challenging event like a divorce, to equipping high income earners wanting to make a change. Itโs this desire to help others live their Good Life that led him to head up Tribecaโs Sydney office. Peterโs 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.
Associate Advisor. Detail orientated. Outdoor enthusiast.
Meganโs approach to advice is inspired by peopleโs stories and perspectives, particularly from women looking to gain greater understanding, confidence and control of their finances. With over ten years working in finance, for Megan itโs all about opening up possibilities for her clients, evidenced by her keen interest and skill around investment and super strategy. She applies the same philosophy in opening up possibilities for herself, especially around living a healthy lifestyle through running, hiking and weightlifting.
Meganโs approach to advice is inspired by peopleโs stories and perspectives, particularly from women looking to gain greater understanding, confidence and control of their finances. With over ten years working in finance, for Megan itโs all about opening up possibilities for her clients, evidenced by her keen interest and skill around investment and super strategy. She applies the same philosophy in opening up possibilities for herself, especially around living a healthy lifestyle through running, hiking and weightlifting.
CEO & Founder. 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 โ learnt from the steely determination of a single-mum โ 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 โ learnt from the steely determination of a single-mum โ 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.
Culture
Thereโs 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.
Senior Advisor. Expat specialist. Braai master.
Having moved his life and 15+ year career as a financial planner from South Africa to Australia, Danโs expertise across all areas of advice comes with very much a holistic lens. For expats, this means he understands the financial complexity they face firsthand, not just in theory. For all our clients, this means advice grounded in lived experience with serious technical depth, paired with a genuine interest in how technology is reshaping the way people plan their financial futures. His commitment to going that extra mile for his clients is reflected in his own personal pursuits, having completed multiple marathons including the worldโs oldest and largest ultramarathon; the Comrades.
Having moved his life and 15+ year career as a financial planner from South Africa to Australia, Danโs expertise across all areas of advice comes with very much a holistic lens. For expats, this means he understands the financial complexity they face firsthand, not just in theory. For all our clients, this means advice grounded in lived experience with serious technical depth, paired with a genuine interest in how technology is reshaping the way people plan their financial futures. His commitment to going that extra mile for his clients is reflected in his own personal pursuits, having completed multiple marathons including the worldโs oldest and largest ultramarathon; the Comrades.
Lead Client Experience Associate. Self-motivator. Green thumb.
Bonnie plays a key role in coordinating advice delivery across superannuation, investments and insurance; her hands-on, supportive style bringing financial advice to life for her clients. Known for her calm and structured approach, she ensures every recommendation is delivered with precision, clarity and care. Nothing is left unclear or incomplete, whether guiding clients through next steps or resolving time-sensitive issues. Bonnie is just as outcome focused outside of work, particularly around her love of the home grown and hand made through gardening and floristry.
Bonnie plays a key role in coordinating advice delivery across superannuation, investments and insurance; her hands-on, supportive style bringing financial advice to life for her clients. Known for her calm and structured approach, she ensures every recommendation is delivered with precision, clarity and care. Nothing is left unclear or incomplete, whether guiding clients through next steps or resolving time-sensitive issues. Bonnie is just as outcome focused outside of work, particularly around her love of the home grown and hand made through gardening and floristry.
Paraplanner. Curious mind. Essendon diehard.
Bringing an analytical and detail-focused approach to his role as a Paraplanner with Tribeca, Andrew takes enormous satisfaction in helping clients turn their goals into a clear financial strategy. Having majored in financial econometrics with distinction at university, his keen eye and skill in research and planning are highly valued in supporting our advisors in shaping effective outcomes. Outside work, Andrew spends time keeping up with his two labradors and following the NBA, cricket and his beloved Essendon in the AFL. This is where his attention to detail goes to the next level; knowing the result of every Bombers game for the past 15 years. Itโs this level of commitment we love about Andrew.
Paraplanner & Associate Advisor. Multitasker. Sports fan.
Sean excels at juggling many things at once. As an experienced Paraplanner compiling financial plans across all areas of advice, he has also added the Associate Advisor role to his expertise working side by side Senior Advisors at Tribeca. For Sean, whatโs most fulfilling is being able to help people in a meaningful way; whether thatโs solving a problem, providing education, or supporting those at different ages and stages of their life. His skill at juggling tasks (and numbers) even extends to real juggling (four balls at once in fact) or completing a Rubik’s cube in under a minute.
Sean excels at juggling many things at once. As an experienced Paraplanner compiling financial plans across all areas of advice, he has also added the Associate Advisor role to his expertise working side by side Senior Advisors at Tribeca. For Sean, whatโs most fulfilling is being able to help people in a meaningful way; whether thatโs solving a problem, providing education, or supporting those at different ages and stages of their life. His skill at juggling tasks (and numbers) even extends to real juggling (four balls at once in fact) or completing a Rubik’s cube in under a minute.
Client Experience Associate. Super organiser. Adventurous spirit.
Life should be a great adventure and Megan believes in embracing it to the full; and helping her clients do the same. With a background in education and finance, as well as having lived and worked overseas, Megan applies her well-rounded experience and exceptional people skills to great effect at Tribeca. Known for making people laugh, Megan is equally known for her adventurous spirit, with skydiving and white water rafting at the top of her list for being โequal parts terrifying and unforgettableโ.
Life should be a great adventure and Megan believes in embracing it to the full; and helping her clients do the same. With a background in education and finance, as well as having lived and worked overseas, Megan applies her well-rounded experience and exceptional people skills to great effect at Tribeca. Known for making people laugh, Megan is equally known for her adventurous spirit, with skydiving and white water rafting at the top of her list for being โequal parts terrifying and unforgettableโ.
Head of Strategic Partnerships. Client-centric. Steak master.
Strong relationships. This means everything to Damien, both professionally and personally. In a 19-year career with Industry Fund Services where he became General Manager of Client Partnerships, his client-first approach in building long-lasting and genuine relationships established him as a leading voice within superannuation and wider financial advice. But when it comes to relationships it is the close bond he shares with family that he is most proud of, particularly the multicultural grounding of his two sons from Damienโs regional Victoria upbringing and his wifeโs Malaysian heritage.
Strong relationships. This means everything to Damien, both professionally and personally. In a 19-year career with Industry Fund Services where he became General Manager of Client Partnerships, his client-first approach in building long-lasting and genuine relationships established him as a leading voice within superannuation and wider financial advice. But when it comes to relationships it is the close bond he shares with family that he is most proud of, particularly the multicultural grounding of his two sons from Damienโs regional Victoria upbringing and his wifeโs Malaysian heritage.
Non-Executive Chairman. Trail blazer. Inspiring mentor.
Brad believes in the power of possibility. Itโs whatโs 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. Itโs 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. Itโs whatโs 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. Itโs 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.
Client Experience Associate. Impact maker. Experience seeker.
Helping people reduce financial stress and truly thrive. Thatโs why Nicola finds financial advice so rewarding. Itโs about empowering clients to take control of their journey; something Nicola did in spades when stepping out of her comfort zone to set off for New Zealand with just a backpack and a sense of adventure. Thankfully Nicolaโs desire to make a meaningful impact has led her back to Australia and now to Tribeca, bringing her zest for life and bountiful positivity to her Client Experience role.
Helping people reduce financial stress and truly thrive. Thatโs why Nicola finds financial advice so rewarding. Itโs about empowering clients to take control of their journey; something Nicola did in spades when stepping out of her comfort zone to set off for New Zealand with just a backpack and a sense of adventure. Thankfully Nicolaโs desire to make a meaningful impact has led her back to Australia and now to Tribeca, bringing her zest for life and bountiful positivity to her Client Experience role.
Associate Advisor. High performer. Keen runner.
Marketing Coordinator. Creative soul. AFL doggies fanatic.
Liana thrives off organisation and structure โ she loves a checklist, tick a box and cross it off. Itโs what feeds her creativity in producing meaningful and impactful content and experiences for clients and prospects alike. It comes back to understanding what people are looking for, and then shaping communications that are relevant, helpful and easy to engage with. 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. For Liana, feeling fulfilled at the end of the day is what’s important.
Liana thrives off organisation and structure โ she loves a checklist, tick a box and cross it off. Itโs what feeds her creativity in producing meaningful and impactful content and experiences for clients and prospects alike. It comes back to understanding what people are looking for, and then shaping communications that are relevant, helpful and easy to engage with. 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. For Liana, feeling fulfilled at the end of the day is what’s important.
Client Experience Associate. Initiative-taker. Life adventurer.
For Laura, life is an adventure. She approaches every day with this attitude, from delivering exceptional client service to make each journey with Tribeca inspiring and fulfilling, to ensuring her own journey both professionally and personally is equally enriching. Her motto is to embrace new experiences, something she has definitely lived up to from working and learning to ski in the Canadian Rockies, backpacking across Europe, to road-tripping through the Simpson Desert. Her love of life is matched by her devotion to family, friends and seeing clients make the most of every moment.
For Laura, life is an adventure. She approaches every day with this attitude, from delivering exceptional client service to make each journey with Tribeca inspiring and fulfilling, to ensuring her own journey both professionally and personally is equally enriching. Her motto is to embrace new experiences, something she has definitely lived up to from working and learning to ski in the Canadian Rockies, backpacking across Europe, to road-tripping through the Simpson Desert. Her love of life is matched by her devotion to family, friends and seeing clients make the most of every moment.
Client Experience Associate. Social enabler. Smile spark.
Natasha is known for her memorable smile and laugh; memorable as sheโs often doing both at the same time. Itโs just one of the many traits we love about Natasha, together with her warm, collaborative nature and the value she places on social connection and strong communication. Her depth of experience, including working in Sri Lanka and Australia across many areas of financial services, is complemented by her thirst for knowledge, with a Masterโs in Financial Planning amongst her many achievements.
Natasha is known for her memorable smile and laugh; memorable as sheโs often doing both at the same time. Itโs just one of the many traits we love about Natasha, together with her warm, collaborative nature and the value she places on social connection and strong communication. Her depth of experience, including working in Sri Lanka and Australia across many areas of financial services, is complemented by her thirst for knowledge, with a Masterโs in Financial Planning amongst her many achievements.
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. Thereโs a real authenticity and meaning to it. Thereโs 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. Thereโs a real authenticity and meaning to it. Thereโs also the fulfilment that comes from ensuring Tribeca remains a strong voice and advocate for clients and community.
Client Experience Administrator. Numbers whiz. Ice coffee connoisseur.
Ezsa is a whiz with numbers and presentations. Her combined proficiency in financial operations and client services makes her a valuable and valued member of our Tribe. Outside of work she is equally intent on taking time out to enjoy life and all that brings, from weekend nature walks to breathe in her surroundings to simply lazing on her bed and watching a favourite movie.
Ezsa is a whiz with numbers and presentations. Her combined proficiency in financial operations and client services makes her a valuable and valued member of our Tribe. Outside of work she is equally intent on taking time out to enjoy life and all that brings, from weekend nature walks to breathe in her surroundings to simply lazing on her bed and watching a favourite movie.
Client Experience Administrator. Team energiser. Pickleball pro.
Financial stability brings peace of mind. Itโs something Jude believes in whole-heartedly, having seen first-hand how powerful it can be when a client achieves a greater sense of security and freedom. Itโs why she loves her role at Tribeca, and has become such a dependable and positive contributor in providing essential admin support to our advisors. Her bubbly optimism and energy flows through everything she does, stemming from a deep connection and dedication to her family who mean everything to Jude.
Financial stability brings peace of mind. Itโs something Jude believes in whole-heartedly, having seen first-hand how powerful it can be when a client achieves a greater sense of security and freedom. Itโs why she loves her role at Tribeca, and has become such a dependable and positive contributor in providing essential admin support to our advisors. Her bubbly optimism and energy flows through everything she does, stemming from a deep connection and dedication to her family who mean everything to Jude.
Client Experience Administrator. Analytical star. Heart-led.
To manage the layers of financial documentation that sit behind a clientโs advice journey, you need someone who is highly analytical, quick to problem solve, and adept at translating the complex into the simple. Thankfully for Tribeca, Gray brings all these skills and more, including a treasured personality imbued with warmth and sincerity. Itโs not surprising that she is equally committed to helping people outside of work, applying her strong sense of humanity and fairness to regularly organising and running community events as a volunteer.
To manage the layers of financial documentation that sit behind a clientโs advice journey, you need someone who is highly analytical, quick to problem solve, and adept at translating the complex into the simple. Thankfully for Tribeca, Gray brings all these skills and more, including a treasured personality imbued with warmth and sincerity. Itโs not surprising that she is equally committed to helping people outside of work, applying her strong sense of humanity and fairness to regularly organising and running community events as a volunteer.
Client Experience Administrator. Accuracy dynamo. Family centred.
For Maine, itโs all about getting the details right. For Tribeca, that means having someone laser focused on checking and triple-checking that our financial reporting and documentation remains at the highest level. She is driven by a desire to provide for her family and help others to achieve their personal and financial goals. She lives by the mantra of always doing your best, be present, and be gentle with yourself. A big part of this is making the most of her financial freedom and opportunity to enjoy spa dates with her mother and take relaxing nature trips.
For Maine, itโs all about getting the details right. For Tribeca, that means having someone laser focused on checking and triple-checking that our financial reporting and documentation remains at the highest level. She is driven by a desire to provide for her family and help others to achieve their personal and financial goals. She lives by the mantra of always doing your best, be present, and be gentle with yourself. A big part of this is making the most of her financial freedom and opportunity to enjoy spa dates with her mother and take relaxing nature trips.
Client Experience Administrator. Team energiser. Pickleball pro.
Financial stability brings peace of mind. Itโs something Jude believes in whole-heartedly, having seen first-hand how powerful it can be when a client achieves a greater sense of security and freedom. Itโs why she loves her role at Tribeca, and has become such a dependable and positive contributor in providing essential admin support to our advisors. Her bubbly optimism and energy flows through everything she does, stemming from a deep connection and dedication to her family who mean everything to Jude.
Financial stability brings peace of mind. Itโs something Jude believes in whole-heartedly, having seen first-hand how powerful it can be when a client achieves a greater sense of security and freedom. Itโs why she loves her role at Tribeca, and has become such a dependable and positive contributor in providing essential admin support to our advisors. Her bubbly optimism and energy flows through everything she does, stemming from a deep connection and dedication to her family who mean everything to Jude.
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.
Thatโs 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 whatโs 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.
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.
Itโs engrained in our DNA. Ryan knows what itโs like to live pay check to pay check. Heโs lived the struggle, and determination, of a single mother providing for her family. Itโs why our bottom line is not about numbers on a balance sheet, itโs about creating security for people and the freedom to make choices. Itโs being there when times are difficult, and when the possibilities are endless.
Thatโs life-changing financial advice.
If youโd like to reach out and start a conversation (or just find out more), please take a few moments to fill out the form below, and tell us a bit about yourself and what youโre looking for from advice. If we think weโre the right financial advisor for you, youโll then be redirected to book into our calendar at a time that suits you best.
Itโs a quick two step process.