Joseph Meawad

Trinity Financial Advisers

Gold
8 Yrs Experience
Hurstville, NSW 2220
I specialise in helping clients build wealth for their future. Given the importance of debt I focus on strategic debt, budgeting and cashflow.  Equally I focus on retirement planning.  I assist a wide variety of clients to achieve their financial goals. I have worked in a number of roles in the Financial Services industry since 1995. In 2014 Trinity Financial Advisers was formed to focus on delivering tailored financial advice to our clients. In 2020 we changed our name to Trinity Advice to focus on our future rather than our origin. At Trinity Advice we believe that every client has unique financial goals, and will work closely with our clients to develop a plan for achieving them. This ensures that their long-term financial strategies are supported by an equally long-term relation.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 77
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Trinity Financial Advisers

Suite 2, 15 Forest Road
Hurstville, NSW 2220

Opening hours

  • 9:00am – 6:00pm Monday – Wednesday, Friday
  • 9:00pm – 6:00pm Thursday

Licensed by

Adviser Services Hub Pty Ltd

AFSL 525625

4.95
77 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 77

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3.50

"We are only new clients but so far we have been very happy with Joseph’s recommendations."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph has been a consistently positive advocate and advisor since we started working together. He always makes himself available and is willing to explain everything in a way which I can understand easily. He has a delightful manner and I feel very confident in his abilities to help me manage my finances. I feel very comfortable working with Joseph ."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When my husband first mentioned a financial adviser, I was skeptical but three years on, I’m grateful that we have been blessed with not just a great financial adviser but a true friend! Joe is extremely passionate about what he does! He’s genuine and honest and his advice has constantly been super helpful and non biased. Joe is very respectful, always quick to help, very supportive and extremely patient when we have trouble understanding. Thanks to Joe and his hard work. Covid-19 was not as scary financially as we had already been set up! I recommend giving Joe a go and guarantee you won’t be disappointed!!!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Financial Hardship
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph has been very professional with advice regarding our retirement plan, our superanunation, and our investment property. He is very easy to talk to and if asked a question by email or by phone, he is back in touch with you quickly."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I came to Joe because we heard of his empathetic approach to financial advice. Throughout the process, Joe has been honest and considerate of our personal situation, always professional along the way. We are now on track to ending our mortgage sooner than expected and building a portfolio of investments at the same time."

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would highly recommend Joseph to future prospective customers.He has over 20 years experience in Finance and planning and worked in the Australian market as well as in the United Kingdom Global market.He is very approachable and always pays attention to detail and he us highly educated. The one fact I really like about Joseph's business is his customer service excellence and his ability to go above and beyond for the business he assists.I reiterate that I highly recommend this 'gentleman and a scholar' to assist your business espevially during these uncertain times of COVID 19."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph has always been available to explain things to us in a very clear way, and with his knowledge and experience guide is in the right direction."

  • Superannuation
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joseph has given me advice in areas including loan products, super funds and managing debt. Joseph was usually able to explain things to me in a clear way. Through Joseph's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Joseph's full care and attention when I needed it. Joseph has a unique way of breaking down complex financial jargon into everyday language."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I approached Joseph for financial advice when my family and I were in a very difficult and stressful financial situation. Joseph has been very generous with his time and has developed strategies and plans, in consultation with me, to solve some of our financial hardship. Joseph has always been a calming influence in what has been a very challenging set of circumstances but most importantly, I know that no question I ask is ever a stupid question and can be asked openly and without ridicule. The outcome of this is that my family is now on the road to a stable financial future."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Joseph has assisted me with sorting out my superannuation when he took over from Tim Farr my previous manager and we have a friendly and sincere client/manager relationship. I appreciate his advice and help he has given me and is always available to answer any queries I have. He is a 'spot on guy'."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 77

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
International Institute of Technology (IIT)
Completed
2015

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Master of Applied Finance

Level
9 - Masters Degree
Institution
Macquarie University
Completed
2001

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Charles Sturt University (CSU)
Completed
1995

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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