Peter Tribolet

Thanks for viewing my profile!

I am the Director and Principal Financial Planner of Foundation Financial Advice: a client-centric, holistic fee for service Financial Planning Practice which places a focus on strategic planning for you, not just financial products.

Foundation Financial Advice in the heart of Melbourne, with initial meetings over videoconference and is not owned by a financial product provider, bank or super fund.

This is to ensure advice is in the client's best interests, not the super fund or bank’s interest.

As a Master’s degree qualified CFP Practitioner and both a Specialist SMSF and Registered Tax (Financial) Adviser with over 15 years of industry experience, I enjoy meeting with clients and assisting them to meet their financial goals through the provision of clear, strategic, objective and expert financial advice.

Further areas of specialty include, but are not limited to:

·         Defined Benefit Experts such as ESSSuper Financial Advice, ESSS DB, State Super (New, Revised, Transport and SERB scheme), PSS, and CSS Advice.

·         Industry Super Funds (such as UniSuper, AustralianSuper, Aware/VicSuper etc.)

·         Private Funds and Self Managed Superannuation (SMSFs),

·         Personal Insurance (Life, TPD, Income Protection) and Key Person Insurance,

·         Wealth Accumulation and Management,

·         Debt Reduction,

·         Social Security (Centrelink and DVA),

·         WRAP accounts and Direct Investments,

·         Work Cover strategies (post-claim),

·         Budgeting and Cashflow Management,

·         Insurance Claim advice (post-claim),

·         Salary Packaging and Tax-effective strategies.

I also offer clients ancillary services by referral such as:

·         Mortgage Broking Services; Home, Personal, Investment, and SMSF Loans

Contact me for an appointment to help you realise your financial goals or visit www.foundationfa.com.au