Where technical excellence meets strategic thinking
Why we do what we do
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Why we do what we do *
We built Trinity Advice because we saw too many STEM and Allied Health Professionals feeling stuck in a financial stalemate - like they're treading water, caught between spending too much or not at all, despite making good money and having plenty of assets.
These are people who excel at solving complex problems in their work life, yet when it comes to their finances, they're not sure how to position all the pieces for the best outcome.
That's when our technical expertise and strategic thinking really shine.
The 1%ers that make the difference
With our methodical approach, we apply a precise and analytical mind to your finances. Building, protecting and sharing wealth isn't about making isolated financial decisions - it's about orchestrating a series of strategic moves where small improvements compound into significant advantages.
We look at your finances from every angle, thinking several steps ahead. Some moves might not seem obvious at first, but each one is part of a carefully considered plan. It's these 1% improvements that create lasting financial freedom and choice.
Complexity lights us up
Nothing gets us more energised than solving complex money problems. It's what we live for. Every day brings new challenges and circumstances that need lateral thinking - and that's exactly how we like it.
We've built our practice around giving you the assurance that someone's in your corner. Someone who'll collaborate with your accountant, streamline the experience, and help you make sense of your financial world.
The Trinity Advice Team
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![financial adviser in Sydney wearing a suit and red tie, smiling while standing in a professional office setting with greenery, representing strategic thinking and personalised financial advice.]()
Joseph Meawad
Founder and Senior Adviser
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![Private Wealth Adviser – Investment Manager in a suit helping Trinity Advice clients]()
Anthony Jury
Private Wealth Adviser – Investment Manager
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![Michael the client relationship manager for Trinity Advice]()
Michael Langtry
Client Relations Manager
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![Nadia smililign and looking confident with her arms crossed]()
Nadia Paloma
Senior Lender
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![Myrel Narido wearing glasses in a blue blazer and black shirt smiling with glasses.]()
Myrel Narido
Senior Loan Officer
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![A person with short black hair wearing a textured light green top is sitting indoors with a neutral background. In the foreground, there are yellow flowers.]()
Rica Marie Limbaga
Financial Planning Assistant
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![Finanical Advisor Kyrillos Ghaly in a dark suit and white shirt smiling against a light background.]()
Kyrillos Ghaly
Financial Adviser
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![Portrait of a smiling person wearing a black blazer over a light green shirt against a plain background.]()
Mary Aseo
Paraplanner
What to expect from Trinity Advice
Real people, real support
We're a phone call away when you need us - whether it's a quick query or a bigger conversation that's on your mind.
No sugar coating
You'll always hear the truth from us because we don't believe in smoke and mirrors, just honest, upfront advice that helps you.
Calm under pressure
When markets are volatile or life surprises you, we keep our cool. We help make clear decisions when everyone else is losing their head.
Benefit from one-on-one advice with the collective energy of a bigger team
When you work with Trinity Advice, you're not just getting our team—you benefit from the collective expertise of the group at Adviser Services Hub.
By pooling our experience, we brainstorm and problems solve to leave no stone unturned to get the best possible outcome for every clients.