Sean Birch

Tribeca Financial

Platinum

15 Yrs Experience

Hawthorn, VIC 3122

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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.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Aged Care
Tax Strategies
Budgeting

5.00 January 2021

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.'

4.75 October 2020

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.

5.00 September 2020

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.

5.00 September 2020

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

5.00 August 2020

Helpful, Professional & Knowledgeable

Adviser status Platinum
Rating 4.95
Number of reviews 33
First year providing advice 2008
Years of experience 15
Highest qualification
- Certified Practicing Accountant (CPA)
Language spoken
- English

Tribeca Financial

Level 1, 110 Church St
Hawthorn, VIC 3122

9:00am – 5:00pm Monday – Friday

My Dedicated Advisory Pty Ltd

AFSL 485683

Sean Birch

Tribeca Financial

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My Dedicated Advisory Pty Ltd