Rob Devlin

Tribeca Financial

Platinum

12 Yrs Experience

Hawthorn, VIC 3122

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My name is Rob, I am Head of Advice and a Partner at Tribeca Financial. I gain the greatest fulfilment from giving my clients the clarity and tools they need to reach their goals and not worry about money so they can get on with enjoying their lives. I also love to challenge my clients to think big and use their money and as an enabler to living a fuller and more purposeful life. I particularly get a kick out of the strategy of advice including tax/asset structuring, investments and in the SMSF space.

As the Head of Advice for our team, I also really enjoy spending time thinking about how we can better serve our existing clients and open up valuable advice to more and more Australians. I think everyone deserves to get trusted, high-quality advice and the important times in their lives.

Outside of work I have a young family so love spending my downtime with them as well as playing sport and keeping active.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

Generally we operate on a fee for service basis. We have more information available in our Financial Services Guide and can also discuss estimated fees over the phone.

5.00 October 2025

Very knowledgeable advisor. A pleasure to deal with at all times

5.00 April 2025

I have been Rob's client for approx. 5 years now and have always found him to be honest, genuine and providing sound advice in achieving My Good Life! I have just been introduced to Warwick, due to Rob's promotion, so look forward to working with him. I would certainly recommend Tribeca as I have been a client for a number of years and have always found them to be professional, helpful and friendly.

5.00 February 2025

Rob is across everything and has really helped us get our finances in order. The perfect partner to our accountant and has worked hand in hand with them. Couldn’t be happier.

5.00 May 2024

We have been dealing personally with Rob for several years. We have always found him very approachable and very clear with his explanations and advice. Would certainly recommend him .

5.00 May 2024

Rob is patient and we feel very comfortable asking him any questions we have. Rob has made our retirement transition stress free. Rob is always available to us if we have any queries. I wouldn’t hesitate to recommend Rob Devlin.