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.
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.'
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.
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.
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
Helpful, Professional & Knowledgeable
- Adviser status Platinum
- Number of reviews 33
- First year providing advice 2008
- Years of experience 14
- Certified Practicing Accountant (CPA)
Tribeca FinancialLevel 1, 110 Church St
Hawthorn, VIC 3122
- 9:00am – 5:00pm Monday – Friday
My Dedicated Advisory Pty Ltd