Tristan Scifo

Purpose Advisory

Gold
9 Yrs Experience
Alexandria, NSW 2015
Hey, Tristan here - adviser & coach at Purpose Advisory, husband, dad and passionate equipper of people! By far the best part of what I do for a living is seeing our clients arrive at a deeper understanding of their identity and what they're capable of, and seeing them take action to achieve results they couldn't have dreamed of in the past! I became a financial adviser in 2013 after a career in leadership training and an undergraduate in Actuarial Studies, when it occurred to me that talking about money was the most effective way to help strangers live more fulfilling lives. Love it or hate it money cuts to the core of our hopes and fears in life and talking about our money is often the gateway to uncovering our core beliefs and life purpose. We help our clients score quick wins with their finances and then help them to build the foundation for a more purposeful and fulfilling life. Since launching Purpose Advisory in Feb 2018, I've been refining a fresh and powerful new service which combines the best of financial advice with the most practical parts of life coaching. I believe anyone can benefit from this unique service and I'm passionate about giving more people access to it. My personal and professional influences come from various sources. I have built a dream team of personal mentors and coaches over the past few years, along with the advisory board of our business - all experts in their respective fields. I also draw from numerous thought leaders, including Jordan Peterson, Tony Robbins and Stephen R. Covey, and I regularly associate with a hand-selected panel of professional partners who I and my clients work closely with. I also draw many core messages from my Christian faith, which informs my own character and drive for the work I do.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • 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

Our range of one-off advice & coaching services: Single-issue Coaching Sessions: - 2hr Life coaching sessions = $440 - 2hr Finance coaching sessions = $660 Single-issue Advice Services: - Varies depending on complexity - Starting at $660 Advice & Coaching Packages: - Various packages available - Starting at $1,125

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 18
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Bachelor of Applied Finance
  • Language spoken
    • English

Purpose Advisory

Suite 9, 17 Power Ave
Alexandria, NSW 2015

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Cobalt Advisers Pty Ltd

AFSL 512550

4.80
18 Reviews
5
4
3
2
1
4.70
Clear communication
4.65
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Tristan is the best financial advisor I have ever worked with. My husband and I are so grateful to have had his help setting up our future together. We learned a lot through Tristan’s simple courses about investing, set up all our insurances, and have amazing budgeting tools to use over the years."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tristan has given me advice in areas including cash flow management and debt management. Tristan was usually able to explain things to me in a clear way. Through Tristan's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Tristan's full care and attention when I needed it.'"

  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan is the go-to person for me to get advise on any financial products and investments. He is a open book and will provide his opinion on my queries. I can trust his views and always encourage me to explore all possible options to achieve my financial goals."

  • Insurance Protection
  • Margin Lending
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tristan is young, passionate, friendly, approachable and willing to go above and beyond to ensure you are looked after. I feel his professional advise and investment options are well aligned with my goals and I believe Tristan is in this profession to help young, like minded people such as myself to utilise money as a tool to fulfill our wishes and desired lifestyles."

  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have found Tristan to conduct himself in a professional, diligent, and ethical manor. Prompt to respond to my queries, and patient when explaining the finer details of financial concepts."

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

"Tristan is an adviser whom I trust as he listens to OUR needs and seeks to provide tailored solutions. Thank you Tristan for all your help!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan has been very helpful and informative with dealing with our insurance. He is easy to talk to and reliable."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Tristan has been and I am sure will continue to be of great assistance in managing our retirement planning and financial management"

  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tristan is trustworthy and thorough. I know he has my best interests as his primary concern. I recommend him widely."

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

"I came to know Tristan thru Cancer Council, He helped us deal with our financial issues when my husband was dying, and our family was in such a struggle. He is not only a financial planner with a vast knowledge but a planner with a huge heart ."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Applied Finance

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2010

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Integrity Education Group
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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