About Us

Our Team

Joseph Meawad
Founder & Practice Principal

Joseph is a licensed comprehensive Senior Financial Adviser and Mortgage Broker. He founded Trinity Advice in 2014 with the mission of helping Australians achieve financial freedom. Joseph is passionate about guiding people to live their best lives, helping them reach beyond what they thought possible. He loves hearing stories of how his support has transformed clients’ mindsets from scarcity to abundance, enabling them to achieve their goals—whether it’s through travel, education, or simply living a happier and more fulfilled life.

When he’s not helping others, Joseph enjoys spending time with his wife, Jackie, and their four children, who keep them both extremely busy.

Book an appointment with Joseph

Michelle Pol
Senior Lender

Michelle (Mich) has an Accounting background with a Bachelor of Science in Accountancy. Mich found herself in the world of mortgages and works as our Senior Lender harnessing her strong credit analysis and structuring expertise. Mich loves taking on complex lending scenarios and thrives on helping clients navigate through challenging mortgage scenarios.

Outside of work, Mich enjoys spending quality time with her friends and family, often sharing her love for baking by creating delicious treats. She also has a passion for traveling, where she explores new places and cultures, enriching her experiences, and bringing fresh perspectives to her professional life.

Michael Langtry
Client Relations Manager

Michael had a long career as a Certified Financial Planner and owner of a successful Financial Planning Practice.

In 2019 Michael retired and took some time out to serve a ‘no compete’ period, Michael has returned to work – helping Trinity Advice and Joseph Meawad manage the growth of his financial planning business. Michael has a wealth of knowledge and experience to support our advice and our clients. When not working Michael likes to work on his golf and enjoys travelling.

Mary Aseo
Senior Paraplanner

Mary has an Accounting background with a Bachelor of Science in Management Accounting as well as an MBA but was drawn to the world of Financial Advice. As our Senior Paraplanner, Mary is well versed in strategic financial advice and producing our Statements of Advice.

Mary is as cool as a cucumber and works well under pressure. She loves spontaneous roadtrips, hunting for the best coffee & pastry spots, and enjoys her daily dose of puppy cuddles.

About Trinity Advice

Trinity Advice specialises in helping clients grow, protect and transfer wealth. We focus on comprehensive financial advice and planning. We are well versed in strategic debt management, cash flow, budgeting, and portfolio construction for accumulators and pre-and post-retirees.

Trinity Advice also offers insurance, investment, and superannuation advice, emphasising Self-Managed Super Funds to guide a wide range of clients to achieve their financial goals. All of our advice centres around tax planning and the implications and importance of correct structuring. We also work with small-to-medium enterprises in a financial consulting capacity.

About Our Principal

Trinity Advice Founder and Senior Adviser Joseph Meawad has worked in several roles in the Financial Services industry for over 25 years having worked across major financial centres, Joseph formed Trinity Advice to focus on delivering bespoke and goal-tailored financial advice to his clients.

Joseph believes every client has unique financial goals and will work closely with clients to develop a plan for achieving them. This ensures that an equally long-term relationship supports their long-term financial strategies.