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Sean Birch

 Sean Birch

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

Overview CONTACT THE ADVISER

Sean Birch Sean Birch

total Reviews

18

Experience

10yrs

Status

Platinum

Overall Adviser Rating

100

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 18 total)See all

"Very knowledgeable, explains all your questions, very pleasant and courteous."

Brian, 65+ 13 Jun 2018

"Very prompt and courteous attention when called upon We don't have the patience to deal with Centrelink and Sean and his team do a fantastic job at this for us. I/We would highly recommend his services to anyone. Ted and Christine"

John, 65+ 12 Jun 2018

"Sean has always been a reliable, efficient advisor with a very warm and understanding nature We would always recommend his services to others "

Lyn, 56-65 12 Jun 2018

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 Saint 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
  • 98% Average Reviews
  • 18 Total Reviews
Brian, 65+13 Jun 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Very knowledgeable, explains all your questions, very pleasant and courteous."

John, 65+12 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very prompt and courteous attention when called upon We don't have the patience to deal with Centrelink and Sean and his team do a fantastic job at this for us. I/We would highly recommend his services to anyone. Ted and Christine"

Lyn, 56-6512 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean has always been a reliable, efficient advisor with a very warm and understanding nature We would always recommend his services to others "

Peter, 65+18 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent management Excellent advice Always available"

Heather, 56-6511 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have found Sean and all staff members provide a very professional service and always meets our requirements at our six monthly reviews."

Felicity, 65+10 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean has proved to be very reliable and easily accessible to give advice when needed. He has given me the confidence to be relaxed in planning for my future."

Mike, 46-5510 May 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"I have been a client of Sean for a number of years. His advice has been targeted and easy to follow. The yearly review indicate he knows my situation, and both Sean and his team are always friendly and willing to assist with advice, following through on our discussions. "

BARBARA, 65+10 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"we are very happy with Sean"

Mary , 65+27 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean is reliable, efficient and knowledgable and very helpful in dealing with areas of superannuation pension investment and with centrelink entitlements."

ryan, 35-4516 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy"

Addam, 35-4522 Feb 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"To take time to review my policy annually is a great service."

ALAN, 56-6519 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sean is always easy to understand and the advice he gives regarding superannuation is excellent. His attention to detail and follow up is fantastic. I would recommend his services."

jenny, 65+04 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"in times of confusion Sean is always ready to step up. I would recommend him to everyone he takes the stress out of dealing with finances.."

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
7
Customers

#2
Centrelink Benefits
STRENGTH
6
Customers

#2
Preparing For Retirement
STRENGTH
6
Customers

#3
Insurance Protection
STRENGTH
5
Customers

#3
Savings Investment
STRENGTH
5
Customers

#4
Household Budgeting
STRENGTH
2
Customers

#5
Aged Care
STRENGTH
1
Customers

#5
Estate Planning
STRENGTH
1
Customers

#5
Loan Products
STRENGTH
1
Customers

#5
Self Managed Super Funds
STRENGTH
1
Customers

#5
Tax Effective Strategies
STRENGTH
1
Customers

#5
UK Pensions
STRENGTH
1
Customers

x

Overall rating

100%

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%