Why Trinity Financial Advisers?

Trinity Financial Advisers is a boutique holistic financial services firm that partners with clients to help them realise their financial potential. Our business name and philosophy is found on Trust, Integrity and Empathy. It is on these core principles that we empower you by providing advice that is strategic, innovative, tailored, deliverable and valuable. We are proud of our role in helping our friends, family and clients to achieving financial success.

  • AMP Certified
  • Australian Based Business
  • Medically Specialised

Client Testimonials

"Joseph is extremely knowledgeable and explains everything in a way that is easy to understand for someone without financial background. He asks questions to make sure that he is meeting our needs and makes sure we are comfortable at every step of the process. I would highly recommend Joseph to family and friends."

Emmanuel Kiriakos

Joseph is a very experienced professional who knows how to explain even the most complex concepts, in a way that a financially illiterate person like myself, can understand. His empathetic approach makes him a trustworthy asset to anyone's financial situation."

Dan Karas

"We would like to express our thanks for the work you have done for us over the last 6 months. Your depth of knowledge, lateral thinking and your common sense approach has put us at ease. I have no hesitation in recommending you to my friends and family. "

Kimberley Cuschieri

"Joseph endeavoured to deliver a personalised professional service on numerous levels even at short notice. He took the time to educate us, thus empowering us to make informed financial decisions. Very highly recommended."

Therese Karas

"Joseph was very helpful with my current situation and his advice & assistance was a great help.

Nancy Allan

JOSEPH MEAWAD

  • BA in Business (Accounting/Finance)
  • MSc in Applied Finance
  • AMP accredited
  • Justices of the peace
  • Advanced Diploma of Financial Services (Financial Planning)
  • Accredited Mortgage Consultant
$