Rob Devlin

Tribeca Financial

Platinum

11 Yrs Experience

Hawthorn, VIC 3122

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My name is Rob, I am Head of Advice/Partner at Tribeca Financial. I gain the greatest buzz from giving my clients the clarity, tools, and guidance they need to reach their goals and live life to the fullest. I love 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 I believe in something, I’m all in, which led me to become a partner at Tribeca. My passion and energy for my work are more than matched by my dedication to my young family at home and living a Good Life.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

Generally we operate on a fee for service basis. We have more information available in our Financial Services Guide and can also discuss estimated fees over the phone.

5.00 February 2025

Rob is across everything and has really helped us get our finances in order. The perfect partner to our accountant and has worked hand in hand with them. Couldn’t be happier.

5.00 July 2024

Always helpful.

5.00 May 2024

We have been dealing personally with Rob for several years. We have always found him very approachable and very clear with his explanations and advice. Would certainly recommend him .

5.00 May 2024

Rob is patient and we feel very comfortable asking him any questions we have. Rob has made our retirement transition stress free. Rob is always available to us if we have any queries. I wouldn’t hesitate to recommend Rob Devlin.

5.00 May 2024

I found Rob very easy to communicate with. He has a strong understanding of what my future requirements are and explains all my options clearly and easy to understand. I walk away with a lot of confidence and full trust with Rob.