Our planners

At Tribel, our planners seek to build long term and beneficial relationships with our clients. As a national team in both metropolitan and regional centres, we partner with over 15,000 clients with funds under advice of over AU$1 billion.

Many of our clients have been with us for several years, as we journey with them throughout their life journey to help realise the lifestyles they desire.

Meet our planners below, or click on our office locations to see the planners local in your area. We currently have office locations in Adelaide, Bathurst, Brisbane, Melbourne, Newcastle, Perth and Sydney.

Profile Photo - Jez Azzopardi
Jez Azzopardi
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Profile Photo - Wendy Barnham
Wendy Barnham
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Profile Photo - Ed Delacruz

Ed Delacruz

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Profile Photo - James Farrelly
James Farrelly
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Profile Photo - Sandra Lau
Sandra Lau
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Profile Photo - Simon Little
Simon Little
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Profile Photo - Lily Mo
Lily Mo
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Profile Photo - Brian Rafton
Brian Rafton
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Profile Photo - Daniel Williams

Daniel Williams

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If you’re interested in joining the Tribel Advisory team, check out our current vacancies.

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions