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Sean Birch

 Sean Birch

Share profile:
Level 6, 606 St Kilda Road
Melbourne
VIC
3004
AU

Overview CONTACT THE ADVISER

Sean Birch Sean Birch

total Reviews

5

Experience

10yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Sean is well 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.

His skills allow him to create an environment where clients can make informed, smart decisions that are consistent with their personal values and financial capabilities. He believes 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.

Company:

Tribeca Financial
Tribeca Financial

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

My Dedicated Advisory Pty Ltd
My Dedicated Advisory Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 5 total)See all

"I'm very happy with Sean & his team, everyone I have dealt with have been warm, friendly and engaging. They are quick to respond and show a genuine interest in helping with any queries."

Beverley, 56-65 11 Aug 2017

"Sean has been amazing helping my husband setting everything up before he passed away. Sean has also help implement all the steps that my husband wanted to protect myself and our girls for the future. Would recommend Sean highly"

Jan, 56-65 3 Aug 2017

"great adviser and saved me many many 000s and able to maximise by govt benefits"

greg, 56-65 11 Jun 2017

History & Qualifications CONTACT THE ADVISER

My membership

Certified Practising Accountants Australia (CPA)

  • Level of Membership: CPA

Awards
  • No award found
Years of experience
  • 10 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 6, 606 St Kilda Road, Melbourne
VIC 3004 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 5 Total Reviews
Beverley, 56-6511 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I'm very happy with Sean & his team, everyone I have dealt with have been warm, friendly and engaging. They are quick to respond and show a genuine interest in helping with any queries."

Jan, 56-6503 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean has been amazing helping my husband setting everything up before he passed away. Sean has also help implement all the steps that my husband wanted to protect myself and our girls for the future. Would recommend Sean highly"

greg, 56-6511 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"great adviser and saved me many many 000s and able to maximise by govt benefits"

Geoff, 46-5517 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nice to know there is an adviser that I can rely on, is proactive but still prepared to listen to my needs as they have changed. Doesn't talk in confusing financial terms and happy to explain anything you ask about. Made a difference to where I am headed financially."

Brad, 35-4531 Oct 2014
Expand
Overall customer rating
96%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
92%
- Recommendation
92%

"You can trust Sean to do a thorough analysis and make the advice easy to understand."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

3

Number of advisers who vouch for the integrity of this adviser

3

MY DEDICATED ADVISORY PTY LTD
GWM ADVISER SERVICES LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
2
Customers

#1
Preparing For Retirement
STRENGTH
2
Customers

#1
Savings Investment
STRENGTH
2
Customers

#2
Aged Care
STRENGTH
1
Customers

#2
Centrelink Benefits
STRENGTH
1
Customers

#2
Estate Planning
STRENGTH
1
Customers

#2
Household Budgeting
STRENGTH
1
Customers

#2
Insurance Protection
STRENGTH
1
Customers

x

Overall rating

89%

Sean Birch

Company: Tribeca Financial

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Sean Birch is a member of and in what capacity, the licensee or company of Sean Birch and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Sean Birch (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 100%

Customer Satisfaction: 92%