The financial advice firm has added a partner to head up its new Sydney office as it expands its reach.
Tribeca Financial, which is based in Hawthorn, Victoria, has announced the appointment of Peter Higgins as a partner and senior adviser at Tribeca Sydney, its new office in the Northern Beaches.
Higgins joins Tribeca chief executive Ryan Watson, chairman Brad Fox, and Melbourne partner and head of advice Robert Devlin.
The firm said the move is part of Tribeca’s vision to grow a “client-centric financial wellbeing practice that also fosters the development of careers in financial advice”.
“Tribeca is always on the lookout for exceptional talent aligned with our purpose, vision, and values. Early conversations with Peter revealed not only his remarkable ability in financial advice but also his alignment with Tribeca’s vision for financial wellbeing advice,” Watson said.
“Peter’s dedication to building a great practice, which focuses on both growing like-minded advice professionals and serving the financial wellbeing needs of Australians, makes him a perfect fit for our Tribe.”
Before joining Tribeca, Higgins was a senior financial planner at bdhSterling and previously worked at Lifetime Private Wealth across a number of advice-related roles.
“I’ve admired the work Tribeca does from afar for some time. The decision to join wasn’t something that happened overnight. Ryan and I discussed the opportunity almost weekly over a six-month period and with some careful consideration, I decided to join the Tribe,” Higgins said.
Tribeca added that Higgins will be joined in the Sydney office by Benjamin Traficante as client experience associate and Jake Boulter as senior adviser.
“These professionals bring experience and innovative ideas that will enhance Tribeca’s ability to serve both new and existing clients,” Watson said.
“Their addition to our team underscores our commitment to innovation and reinforces our belief that we are in the ‘people business’. While we provide financial advice, our success hinges on the dedication of our Tribe and the loyalty of our clients. Attracting talented individuals is a testament to Tribeca being a destination for great advice talent and a recognition that we are on the right path.”
Despite objections from some members of the class action, the Federal Court of Australia has approved the AMP BOLR ...
Several years after its own senators recommended the scope of the CSLR be extended to encompass managed investment ...
While the ABS classification model is being updated to better reflect the financial advice profession, the FAAA says the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin