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
Fee for service based on $330 per hour plus GST please refer to the FSG for additional details.
Peter was recommended by a former colleague and although busy at the time of the initial enquiry, was able to provide an excellent service at a highly stressful time. He subsequently engineered a plan that incorporated my retirement after 38 years with Victoria Police which involved several complexities around superannuation, leave and long service leave entitlements, the transfer of funds to an alternate superannuation scheme and the structure of an Income Stream post retirement. At all times Peter was accessible, professional and highly knowledgeable. His friendly approach ensures that you are comfortable to ask questions and check on processes that are often foreign. We are exceptionally pleased with Peter's service, assistance and rates.
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
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.
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
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.
- Adviser status Platinum
- Number of reviews 12
- First year providing advice 2013
- Years of experience 10
- Master of Commerce (Financial Planning)
Foundation Financial AdviceLevel 5, 447 Collins St
Melbourne, VIC 3000
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call