With over 15 years of Financial Services experience across non-for profit, public sector and private environments I am proud to establish a boutique Financial Planning Practice as Director, Foundation Financial Advice.
Foundation Financial Advice is a client-centric, holistic fee for service Financial Planning Practice which places a focus on strategic planning not just financial products. Foundation Financial Advice is not owned by a financial product provider, bank or super fund.
Most importantly I really enjoy meeting with clients and helping them achieve their specific, personal financial goals. I am a Masters qualified CFP Practitioner and both a Specialist SMSF and Registered Tax (Financial) Adviser. I am also a Defined Benefit expert and have experience in advising across all types of superannuation funds whether: Public Sector Funds (such as ESSSuper and the ESSS DB, PSS or CSS), Industry Super Funds, Private Funds and Self Managed Superannuation (SMSFs).
Further areas of speciality include, but are not limited to: Personal Insurance (with all major personal insurers on our panel), Wealth Accumulation and Management, Debt Reduction, Social Security (Centrelink and DVA), WRAP platforms, Direct Investments, Work Cover strategies (post claim), Budgeting, Salary Packaging and Tax effective strategies.
Contact me for an appointment to help you realise your financial goals or view the Foundation Financial Advice website www.foundationfa.com.au
Get in touch with Peter Tribolet