Our Team
Joseph Meawad
Founder & Practice Principal
Joseph is a licensed comprehensive Senior Financial Adviser and Mortgage Broker. Joseph founded Trinity Advice in 2014 to help Australians build their financial freedom. Joseph is married to Jackie and together they have four children which keep them extremely busy.
Book an appointment with Joseph
Nadia Palomar
Senior Lender
Nadia has an Accounting background with a Bachelor of Science in Accountancy but was drawn to the realm of home lending. Since then she has excelled in assisting customers to buy homes and investment properties. Nadia is our Senior Lender and is well versed in tax effective loan structuring.
Nadia is a very diligent worker but oh so calm under pressure. She loves photography, travelling and is a big foodie!
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.
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.
Education & Accreditation
- 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
