Sean Birch

Tribeca Financial

Platinum
14 Yrs Experience
Hawthorn, VIC 3122
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • 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 4.95
  • Number of reviews 33
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

My Dedicated Advisory Pty Ltd

AFSL 485683

4.95
33 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 33

Sort by

5.00

"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.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

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

"We have our yearly update on the progress of our retirement super and Sean's full care and attention when needed with CentreLink and any other problems that may arise however small. We fully appreciate his help, clarity, patience, knowledge and experience to better our investments."

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

"Sean has been our Financial Adviser for approximately 10 years and throughout this time we have found him to be very reliable, knowledgeable and able to explain things in a comprehensive manner to us. He always puts our interests/welfare first and foremost. We would have no hesitation in recommending Sean to future clients. Bev & Lou"

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

"Helpful, Professional & Knowledgeable"

  • Government Assistance
  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having been a client of Sean's for some time now I cannot speak more highly of the advice and support both my partner and I have received regarding our superannuation, protection needs, budgeting and Sean's business was even able to assist with the mortgage for our first home. Not only is Sean there as an adviser, he is also fantastic at being there to discuss any big decisions we need someone to bounce them off with."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sean friendly manner, and I am very confident that he manages my monies to the very best of his ability . Always interested in my family and wellbeing. He has been an important part of my life for over 10 years."

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

"Always a easy and comfortable experience with Sean, he really knows his field of work!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very happy with Sean thank you"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We're really happy with Sean & his Team's commitment to us. He always takes the time to explain things thoroughly, and makes himself available when we need advise."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 33

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services

Level
5 - Diploma
Institution
Mentor Education
Completed
2008

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2004

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Federation University Australia (prev University of Ballarat)
Completed
1991

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Certified Practising Accountants Australia (CPA)

Membership type
CPA
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