Our approach to money
is a little bit different.

We work with our clients to establish their
true goals and objectives, and devise the
right financial roadmap to make sure they
achieve them.

We’re so much more than our client’s financial planners. We are their coach, we understand their financial potential, we are the mirror when tough conversations need to be had, we are the referee on the family board when big decisions are being made, we are the kind hand that guides our clients through life’s challenges and changes.

Helping our clients is our passion, and we pride ourselves on giving precious time back to them. Every day we are rewarded by the fact that our clients can relax and leave behind their stress and worry about money, because they know that they are implementing a financial plan that will achieve their short and long-term goals.

Our values – innovation, empathy, respect, honesty and commitment – are reflected in everything we do, and our tight-knit team loves to bounce ideas off each other whilst still taking time out to enjoy ourselves.

Here at Tribeca, we don’t just talk about our good life – we live and breathe it.

  • Meet the people who can help
    you live the life you want.

    Ryan Watson
    Chief Executive Officer

    Bachelor of Arts/Commerce, Deakin University, 2003
    Graduate Diploma of Financial Planning, Finsia, 2005
    Association of Financial Advisers Rising Star Finalist, 2008/09
    Partaking in the AFA Genxt Mentor Program (Mentor)

    Ryan doesn’t like financial planning. He loves it. He started out at Mercer, working in their superannuation master trust, before taking an Associate Advisory role at OAMPS Insurance Brokers. It wasn’t long before he made the move to become a fully-fledged Financial Adviser.

    In 2007, he opened his first financial planning firm, paving the way to three successful business partnerships. He founded Tribeca Financial in 2010, and has since been enjoying the rewards and challenges of making people’s lives better through simple, personalised financial strategies.

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    A model ambassador for living his good life, Ryan plans his week (both professional and personal) in advance every Sunday night, and always makes sure that his family has their next holiday planned – even if it’s just a mini-weekend getaway.

  • Ryan Merrett
    Chief Innovation Officer

    Bachelor of Business (Financial Planning), RMIT University, 2009

    When you do what you love, it shows. Graduating RMIT University with a Bachelor of Business specialised in Financial Planning, Ryan swiftly made a name for himself in the financial services world: over his first five years of practicing, he was nominated for no less than three industry awards.

    Ryan loves being able to grow and evolve alongside Tribeca, ensuring that we remain true to our company values. He believes in using simple, jargon-free language to help people make smart decisions with their money and get exactly what they want.

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    Always looking to better himself, Ryan enjoys taking study tours which combine two of his favourite things – travel and connecting with great minds on innovative ideas. In his quest to experience new things, he and two of his friends are even planning to start lessons for their pilot’s licences before the end of 2018. 
  • Sean Birch
    Director/Senior Adviser

    Bachelor of Business (Accounting, Business Law), Ballarat University, 1991
    Certified Practicing Accountant, CPA Australia, 2004
    Graduate Diploma of Financial Services (Financial Planning), RG146, 2008

    Sean commenced his career as a Corporate Accountant and CPA, which included positions as a Financial Controller and Finance Manager. After a 17 year-long career in this field, he decided he was ready for a change. He made the move to Financial Adviser in 2008, and quickly saw an opportunity to strike out on his own, founding his own financial advice business RYAR Group, trading as The Wealth Design Group.

    In 2015, RYAR Group became an affiliate of Tribeca Financial – a relationship which continues to be a meeting of the minds.

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    Sean tries not to let his busy career stop him from living his good life. Finding the right work-life balance is a top priority for Sean, who always finds time to enjoy the experiences and adventures that come with having a young family.

     

    Sean Birch Adviser Ratings Tribeca Financial

  • Andrew McPherson
    Senior Adviser

    Bachelor of Commerce, Deakin University, 2008
    Certified Practicing Accountant (CPA), 2011
    SMSF Specialist Adviser, SMSF Association, 2016

    Andrew hails from beautiful south-west Victoria. After completing his university studies, he made the big move down to Melbourne. He embarked on his career with Pitcher Partners in Melbourne working as an accountant, but, after a year of personal travel, knew the time was right to change career and move into personal financial advice. Enter Tribeca and the rest is history.

    Andrew is a passionate advocate for his clients, going above and beyond to ensure they get the best outcomes possible. He believes in providing pro-active and simple advice to help his clients build and live their good life.

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    Of course, it’s not all about work – Andrew and his wife have recently welcomed a baby boy into their family and look forward to everything the future brings. When he isn’t busy with work or dad duties, you’ll find him at the football, playing golf, water skiing, or enjoying food with friends and family.

     

    Tribeca Financial Adviser Ratings

  • Matthew Woolford
    Senior Adviser

    Certified Financial Planner (CFP)
    Bachelor of Business (Accounting), 2006

    With over ten years’ experience in the financial services industry, Matthew has gained valuable knowledge by working in various roles for both private practice and industry super funds. An advocate of personal growth and believing that there is always more to learn, Matthew has completed specialist studies in both Self-Managed Super Funds and Aged Care advice since gaining his CFP accreditation.

    His passion for helping people and simplifying confusing aspects of financial advice means that Matthew can ensure that his clients are informed every step of the way on their journey to financial wellbeing.

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    Matthew loves to travel, with his highlight being the year he and his wife spent exploring Europe and America. When he’s not in the office, you can find him playing golf, cooking, fishing and catching up with friends.

     

    Matthew Woolford Tribeca FInancial Adviser Ratings

  • Melissa Macleod
    Client Service Manager

     

    Spending her childhood in Napier, New Zealand, Mel first discovered her energy and passion for people in her parents’ supermarket in Bay View. Growing up in the family business taught her how to connect with people and helped form her unique understanding of how important local businesses are to their community. Mel’s experience and confidence continued to grow as she developed her communication skills from working in client service fields.

    On her lunch break, you can usually hear Mel encouraging team members to join her on a run around Albert Park lake or chatting about her Tonkinese cats, Arlo and Aster – they even have their own Instagram page!

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    Mel loves the Melbourne arts and culture scene, so she indulges herself on the weekends by attending gallery openings and performances, as well taking time out to relax at a local café for brunch with family and friends.
  • Michael Sauer
    Adviser

    Certified Financial Planner (CFP)
    Bachelor of Business (Accounting), Monash University, 2014
    Bachelor of Business (Banking & Finance), Monash University, 2014

    Born and raised in Melbourne, Michael studied accounting and finance at Monash University. After finishing his degree, he came to the realisation that these areas of business focused solely on a person’s financial situation and didn’t allow for holistic advice on a person’s wellbeing, which led him to enter the financial planning industry.

    Michael has recently completed his Certified Financial Planner studies, which has given him the expertise needed to help him offer tailor-made solutions to ensure that his clients are able to reach their goals and live their good life.

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    A passionate Richmond Tigers, Melbourne Victory and Liverpool FC supporter, he loves attending his teams’ sporting events. In search of his good life, Michael strives to devote as much time to his bucket list as his job list by travelling, cooking, going to music festivals and beating his work mate Luke in FIFA.

     

    Tribeca Financial Adviser Ratings

  • Kristal Eade
    Client Service Associate

    Diploma in Leadership Management, Intergroup Training Services Pty Ltd, 2017

    After spending eight years in Brisbane, Kristal is enjoying her return to Melbourne – even if the weather is unpredictable at best!

    Joining the Tribeca team with a wealth of knowledge and experience in the financial services industry, along with qualifications in finance and management, Kristal is passionate about making a great contribution to our team by helping her clients realise their dreams.

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    Originally from the country, she now enjoys finding and exploring hidden gems within the inner south-eastern suburbs. From cafes to gym classes and fitness fundraisers, Kristal believes in living her life to the fullest. Her love for travel has even seen her return from an adventure to Russia with some amazing stories in tow, leaving her hungry for more. Next on her bucket list? Cuba. 
  • Mariana Subasic
    Associate Adviser

    Bachelor of Business (Financial Planning), RMIT/Open University, 2012
    Bachelor of Management, UNISA, 2010

    Moving from Adelaide to Melbourne over three years ago, Mariana can’t imagine going back. Having completed two business degrees – one in management and one in financial planning, she is on track to achieve her goal of becoming a Financial Adviser.

    Passionate about working with people, Mariana loves how the Tribeca culture encourages her to take the extra step to get to know each of her clients personally.

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    Mariana lives her good life by surrounding herself with people that make a positive contribution to her life and enjoys having the freedom to do things that make her happy. One of these is Bachata dancing, which lets her switch off from every day stress and feel present in the moment.

    When she isn’t working or dancing the night away, you’ll often catch her spending time with family and friends or scouting out new cafes and bars to try out. 

  • David Lofthouse
    Associate Adviser

    Certified Financial Planner (CFP)
    BSc (Honours) Business & Management, Aston University Business School, 2008

    Originally from the UK, David’s background is in business finance and accounting. He joined the Tribeca team in 2017 with three years of prior experience in the Australian financial planning industry.

    David’s determination to help his clients reach financial wellbeing drove him to attain his CFP designation in 2017. His passion for coaching people towards achieving their personal goals extends beyond his role in the Tribeca team, as he is also a qualified personal trainer and holds further accreditation in nutrition.

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    For David, living his good life means striking the right balance between travelling the world and taking time to relax and enjoy what’s closer to home – usually by going to the gym and playing the guitar.
  • Jiing Chiang
    Head of Paraplanning & Compliance

    Bachelor of Business (Banking & Finance), Monash University, 2010

    A Melbournian through and through, Jiing attended Melbourne High School before obtaining his bachelor’s degree in business. Growing up, he always had an infatuation with language and words, living by the motto that ‘the pen is mightier than the sword’.

    Starting off his career by working for various financial institutions, Jiing witnessed how impersonal the decisions of big corporations could be, and realised that his desire to help people achieve their goals could be better achieved in the financial planning industry. So, combining his love of numbers with his passion for writing, he made the decision to become a Paraplanner and has never looked back.

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    In his spare time, Jiing will usually be enjoying live music, playing video games or catching a movie – The King of Comedy is one of his all-time favourites.
  • Adam Turco
    Mortgage Consultant

    Diploma of Finance and Mortgage Broking Management, 2016
    Credit Representative Number – 479492

    Born and raised in the north-eastern suburbs of Melbourne, Adam still calls Greensborough home. With years of experience working for businesses in forecasting and logistics, he has a keen eye for numbers.

    His drive to make decisions with his clients’ best interests in mind gives his clients both confidence and guidance when it comes to optimising their loan structures. This, paired with his ability to understand others wants and needs, means that he is able to provide solutions that exceed expectations.

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    Adam and his wife are the proud parents of three young boys, so he understands the importance of living a balanced lifestyle.

    When he was sixteen, Adam went to circus school, where he learnt to juggle and ride a unicycle. His inner child is still alive and well to this day, living his good life by spending time with his family, coaching his kids’ basketball teams and relaxing with some video games.

  • Heidi Motte
    Client Service Associate

    Diploma of Business (Administration), RMIT University, 2010
    Bachelor of Business (Marketing), La Trobe University, 2014

    Originally from Peru, Heidi has ten years of experience in customer service and has completed both a degree and diploma in business.

    Heidi is all about helping people wherever she can, so she fits right in with the rest of the Tribeca team. She loves being able to add value to her clients’ lives and takes immense satisfaction and pride in the knowledge her job allows her to give people the opportunity to live their lives to the fullest.

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    Bitten by the travel bug, Heidi once surprised her brother by inviting him to travel to Europe with her and considers it the best trip of her life.

    When she’s not escaping the Melbourne winter to work on her tan (or planning for the next time she can do so), you’ll usually find her trying out new restaurants, relaxing with Reformer Pilates classes or spending some quality time with her loved ones. 

  • Luke Mase
    Adviser

    Certified Financial Planner (CFP)
    Bachelor of Commerce (Finance & Financial Planning), Deakin University, 2013

    Raised in the country town of Piangil, Luke completed his university studies in Geelong before taking the plunge and moving to Melbourne.

    Luke started working for Tribeca a month after finishing university and has now been with the team for nearly four years. His ability to create strong relationships allows him to provide personalised advice that enables his clients to achieve what is truly important to them.

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    A Richmond Tigers supporter, Luke is ecstatic about his team’s recent Grand Final win, making the years of heartache a distant memory.

    When he’s not in the office or at the football, he enjoys spending time with his partner Mandy, catching up with friends and giving FIFA lessons to his colleague Michael (although he will tell you otherwise!).

     

    Tribeca Financial Adviser Ratings

  • Julia Kloszynski
    Director of Marketing

    Bachelor of Business (Marketing), RMIT University, 2003

    A creative marketing specialist with over 17 years’ commercial experience in working with high profile global businesses, Julia loves a challenge. Her passion and expertise in core marketing disciplines include consumer insights, research, advertising, media, PR, social media, packaging, sponsorship, promotions, customer acquisition, retention and direct marketing.

    The Tribeca culture of ensuring the financial wellbeing of clients and living your best life resonated with Julia, and she’s been a member of our team ever since. A strong communicator and influencer, she is passionate about sharing our message to help take Tribeca to its next phase.

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    With two young children and a very busy life, Julia understands the importance of finding the right work-life balance, so that she can live her good life.

     

  • Sarah Carey
    Marketing Assistant

    Bachelor of Communication (Public Relations), RMIT University, 2016

    Calling the north-eastern suburbs of Melbourne home, Sarah has had a passion for writing her entire life – so it was no surprise to anyone when she received her degree in Communication (Public Relations) from RMIT University.

    The newest addition to the Tribeca team, Sarah finds that we give her the opportunity to be able to spread a message that will have a positive impact on people’s lives. Sharing our brand’s values, she is keen to help promote financial wellbeing and the ability to live your good life.

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    In her spare time, Sarah loves to relax by grabbing lunch with friends, walking her dog, playing video games and catching up on all things sci-fi.

     

Join the team

We’re expanding due to client demand and are on the hunt for exceptional people who aren’t afraid to think outside the box and take satisfaction from helping others see a brighter future. People who understand that a life well-lived, a life designed by themselves, is so much more important than the amount of dollars in their bank account on the day they retire.

 

If our culture appeals to you and you understand the importance of maintaining a healthy work-life balance, we want you.