Peter Tribolet

Foundation Financial Advice

Gold
9 Yrs Experience
Melbourne, VIC 3000

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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.

Foundation Financial Advice is a Corporate Authorised Representative of InterPrac Financial Planning who recently won Independent Financial Advisor (IFA) Best Dealer Group of the Year 2018. I also offer clients ancillary services by referral such as:

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

·         Property referrals to Buyers Advocates.

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • 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

Fee for service based on $330 per hour plus GST please refer to the FSG for additional details.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

Foundation Financial Advice

Level 5, 447 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 3:00pm Saturday
  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638