Joseph Meawad

Trinity Advice

Platinum
10 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 Platinum
  • Rating 4.90
  • Number of reviews 120
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Master of Applied Finance
  • Languages spoken
    • Arabic
    • English

Trinity Advice

Suite 2, 15 Forest Road
Hurstville, NSW 2220

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Adviser Services Hub Pty Ltd

AFSL 525625