Sean Birch

Tribeca Financial

Platinum

16 Yrs Experience

Hawthorn, VIC 3122

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I am qualified and experienced to work with a wide range of people in a way that makes them comfortable with the idea of seeking and implementing financial advice.

My skills allow me to create an environment where clients can make informed, smart decisions that are consistent with their personal values and financial capabilities. I believe in adding value by removing financial complexity and replacing it with empathy, understanding and direction so that the client has confidence and clarity about their future.

Making an impact is still what motivates me today, especially in helping my many long-term clients achieve a healthy balance in their lives.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Aged Care
Tax Strategies
Budgeting

5.00 December 2024

I have found Sean's advice on super and pensions to be extremely good as the return I am getting is satisfactory for my needs. He is easy to contact for any financial questions. I am very happy that Sean is my financial adviser.

5.00 October 2024

Sean has always been absolutely amazing. We have been using him for years and would not look anywhere else. He is personable, genuine, honest and provides sound advice. I wouldn't look anywhere else, Sean is your man!

5.00 September 2024

Sean has always given us clear advice and suggestions and as a result we have managed to have a secure retirement income

5.00 January 2021

Sean has given us advice in areas including loan products, super funds, insurance and managing debt. Sean was always able to explain things to us in a clear way. Through Sean's knowledge and experience, I feel very confident that the advice given was right for our needs. We have always received Sean's full care and attention when we needed it.'

4.75 October 2020

Sean is extremely polite and very easy to understand. Have never had any problems with the handling of my financials and acts very swiftly in order to get a result for the client.

Adviser status Platinum
Rating 4.95
Number of reviews 36
First year providing advice 2008
Years of experience 16
Highest qualification
- Certified Practicing Accountant (CPA)
Language spoken
- English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

9:00am – 5:00pm Monday – Friday

My Dedicated Advisory Pty Ltd

AFSL 485683

Sean Birch

Tribeca Financial

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My Dedicated Advisory Pty Ltd