Peter Tribolet

Foundation Financial Advice

Gold
9 Yrs Experience
Melbourne, VIC 3000
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. 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 24, 570 Bourke Street
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

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"We are very grateful that we found Peter as our Financial Adviser. He is a Godsend to us. Peter is a very nice and knowledgeable person. He looks after his clients in a "Holistic Way". We can't thank Peter enough for guiding and supporting us during a period of Financial Hardship. He was sympathetic to our family situation due to the unforeseen circumstances. I Highly recommend Peter Tribolet and his company. With our Heartfelt Thanks The Waddell Family"

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

"Peter has given me advice on my Defined Benefit and including Retirement Planning to provide us for ongoing advice. Peter has always explain things in a clear way. Through Peter’s knowledge and experience I can feel comfortable and confident that the advice given will help us for a happy and long retirement."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter has given me advice in areas including Retirement Planning, Superannuation & structuring our finances to provide for an adequate ongoing income whilst also growing our capital base. Peter was always able to explain things to me in a clear way. Through Peter's knowledge and experience, I feel Very confident that the advice given was right for my needs. I always received Peter's full care and attention when I needed it. Peter has been very easy to deal with and he presents his advice in an easy to understand manner. Bill"

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

"We found Peter is a man of great character who showed empathy towards us as he understood the family Financial Situation following my recovery from a serious illness. Peters advice in managing debt was clearly understood and direct to the point. My wife and I had a huge weight lifted as Peter's practical advice helped us see a debt free and secure future. We have no hesitation in recommending Foundation Financial Advice and Peter to family and friends."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter worked out the best way for my wife and I to plan for living on 1 salary. We didnt think it would be feasible but after thinking it over and speaking with other advisers it became clear Peter was experienced, understood and really cared about our situation."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Peter helped me to get my insurances in order and made complex concepts easy to understand. The plan was tailored to me in every way and I felt that he genuinely had my best interest and goals in mind with his recommendations. He looked at multiple insurers and provided me the best rate. I have no hesitation in recommending Peter to all my family and friends. He is a professional through and through!"

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

"We have been very fortunate to have Peter giving my husband & I financial advice for the last 5 years , as well as a preparing a comprehensive review of our financial situation more recently . His depth of knowledge is quite amazing ,and we are continually impressed with his extensive knowledge of current legislation and implications for our superannuation. How he has assessed our aims and applied to our financial situation we couldn’t be more happy with. He gives very detailed explanations of options , and strategies, and is obviously passionate about his work. Peter is a really nice person, obviously enjoying the interaction with us in meetings, as we do with him, and on top of all this he is very generous with his time. He pays absolute attention to detail, something very important to us, and always replies to any queries really promptly. The financial plan provided by Peter has continually value added to our superannuation. We never hesitate in recommending Peter to friends, knowing that he not only personally cares about us as clients, but looks after our financial interests completely in line with our aims."

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

"I first saw Peter 6 years ago, when he gave me excellent initial planning advice for my finances & super in my transition towards retirement. In 2016 a work accident suddenly changed my financial situation. Peter promptly gave me the adjusted correct advice to get me through an incredibly stressful period into retirement without financial loss to add to my worries. He is a genuinely caring person, who's calm, professional and friendly manner gives you confidence 7 comfort that your financial future is in safe hands. I have recommended Peter to many friends and colleagues & continue to do so, as I trust him completely & his advice has been invaluable to my wife and myself."

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

"Peter has given us very clear and helpful advice and direction in our planing for retirement and then assisted us to set up a retirement income stream that has suited us perfectly over the past 5 years. Meeting with Peter is always a pleasure as he has a very personable approach and makes you feel very comfortable in discussing your financial position and goals. One of Peter's great skills is to be able to very clearly explain the range of strategies available and the benefits/drawbacks of each. His advice has proven to be very accurate helping us to achieve our financial goals during this period. This has given us great confidence in his ability to manage our financial needs and consequently we have transferred our business to Foundation Financial Advice Solutions Pty Ltd to be able to continue our business relationship with him. Bruce 3140"

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

"Peter has provided my husband and I with invaluable advice on superannuation strategies for many years and more recently has undertaken a comprehensive review as we approach retirement. We have always found Peter to be generous with his time and have always been impressed by his breadth and depth of knowledge, his grasp of financial strategies and his ability to draw on these to provide relevant and optimum advice. He has an obvious passion for his work and we leave our meetings with in awe of his up to date knowledge of relevant legislation, past and present and his ability to provide sound and fully detailed and explained options and advice."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2011

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2018

Margin Lending Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2019

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2016

Master of Commerce (Financial Planning)

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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