Joseph Meawad

Founder and Senior Adviser

BBus(Acc/Fin), MAppFin(Inv&RM), DipFP, AdvDipFP,
FChFP, Cert IV FB, DipFB, NTAA, AFA, JP

Financial Advisor Joseph Meawad in a suit with red tie standing indoors next to a plant and window.

Numbers have always been my language, and I love helping people. That, plus my appreciation for chess and the long game of strategy - it's easy to see why financial advice was a natural fit.

After nearly two decades in corporate roles, I realised I could use the analytical thinking and technical systems from investment banking to help individuals untangle their complex financial lives. That's why I started Trinity Advice.

Now, I get to combine what I love most: solving intricate financial puzzles and helping people see possibilities beyond what they thought achievable. Whether it's travel dreams, education goals or creating more life choices, nothing beats seeing that sense of relief wash over clients when they realise they're on the right track.

My background as an indigenous Egyptian and experience working across Sydney, Melbourne, London and New York has given me a rich perspective on how different cultures approach money and family life.

When I'm not deep in strategy and numbers, you'll find me running 10km daily, singing (much to my family's amusement), or spending quality time with my wife and four children.

I'm also proud to have helped establish Lions Den, a charitable organisation creating safe spaces for men to connect and support each other through life's challenges.

Qualifications

  • Bachelor of Business (Accounting/Finance)

  • Master of Applied Finance (Investments and Risk Management)

  • Certificate IV in Finance Broking

  • Diploma in Finance Broking

  • Diploma in Financial Planning

  • Advanced Diploma in Financial Planning

  • Fellow Chartered Financial Practitioner

  • Association of Financial Advisers (AFA)

  • Financial (Tax) Adviser Tax Practitioners Board (TPB)

  • National Tax & Accountants Association (NTAA)

  • Justice of the Peace

In the hot seat with Joseph

What does ‘financial freedom’ mean to you?

Having the choice to do what you desire to do, when you desire to do it with whomever you wish.

If you could have dinner with anyone dead or alive who would it be?

Warren Buffet.

What is your favourite quote?

I have two both attributed to Warren Buffet:

  • Price is what you pay, value is what you get

  • Rule # 1 don't lose money. Rule # 2 don't forget rule # 1.

If you could live in any city in the world for a year, where would it be and why?

I am an indigenous Egyptian, so Cairo Egypt, which has a cultural depth that goes back over 5000 years.

What's your go-to karaoke song?

Bohemian Rhapsody.