Our Experts

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Business Coach, Financial Adviser

I’m a husband, a proud dad, a strategist, coach & director / founder at Purpose Advisory.

I’m passionate about designing empowering learning experiences which help people to take charge of their lives, have more joy and contribute more to the world around them.

I became a financial adviser in 2013 after a premature career in corporate leadership training. Whilst being an excel nerd, I'd never learned the basic skills of investing & financial success, and there I was at age 24, giving advice about multi-million-dollar portfolios. This realisation compelled me to start from scratch to learn the skills and principles that lead to financial success, business success, life contentment and maximal contribution.

I’ve sought influence in all areas of life from the most successful mentors I can find, including Tony Robbins, Charles Koch, Naval Ravikant, Ray Dalio, Warren Buffet, Steven R. Covey, Carl Jung, Victor Frankl, Harville Hendrix, John Gottman, Mahatma Gandhi and Jesus Christ.

I've also built a dream team of personal, financial & business coaches & advisers around me who I lean on for major decisions, challenges & the unique opportunities I face. 

I created Purpose Advisory to help our clients progress along this same path, to learn the skills & principles of success in money, business and life.

My clients benefit not just from my own decades-long experience as a coach, educator, facilitator, and financial adviser, but from the experienced team of professionals we build around their life, and the various sources of mentoring & support we provide and connect them with.

You can find out more about my experience and background on LinkedIn. 

Tristan Scifo

Strategic Coach | Adviser | B.Comm, B. AppFin

tristan@purposeadvisory.com.au

0403 956 469

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Financial Adviser

I’m a wife, a thinker, a coach & Lead Adviser at Purpose Advisory.

I’m passionate about helping my clients live their unique best life. I firmly believe we should all know our “WHY” and enjoy facilitating that process so you can have clarity on what’s important.

I have been in this industry for the last 17 years and have seen many reforms take place. Navigating legislative changes and economic cycles has become a part of my life. I enjoy these discussions and like empowering my clients.

Drawing upon my experience as a coach, and financial adviser, my clients gain significant advantages and value the engagement and relationship.

I joined Purpose Advisory to be a trusted adviser to our clients and help them make the right decisions. Through a synergy in beliefs and values, and an exceptional team skilled in client management, I am confident that you will feel supported.

You can find out more about my experience and background on LinkedIn. 

Sabena Samuel

Financial Adviser | Coach | B.Com, ADFP, CFP®   

sabena@purposeadvisory.com.au

0401 225 407

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Business Coach, Hypnotherapist

I’m a husband, a dad, an entrepreneur and a business coach / life coach / hypnotherapist at Purpose Advisory.

I’m passionate about helping people release stress, anxiety and limiting beliefs so that they can become the best version of themselves.

Prior to becoming a coach, I spent 13 years working as a business consultant for large financial institutions, such as QBE, Allianz and NAB, helping CEOs and senior executives improve customer experience and increase efficiencies within their operations. I'm an expert in business process improvement and have a black belt in Lean Six Sigma.

I am a Certified Master Practitioner in:

• Neuro-Linguistic Programming (NLP)
• Advanced Matrix Therapies

as well as a Certified Practitioner in:

• Hypnotherapy
• Timeline Therapy®

When I initially studied these disciplines, my original intention was to improve my own mindset so that I could climb further up the corporate ladder. Through the application of these techniques, I discovered that not only am I good at clearing my own limiting beliefs and negative emotional patterns, I realised that I'm also really talented at helping other people with theirs.  I have since added life coaching, business coaching, wellness coaching and relationship coaching to my repertoire, and have made it my mission to help people heal their wounds from the past so that they can live their lives to their full potential.

My clients benefit from my pragmatic approach to coaching, I focus on what works and what delivers results. Though I am very experienced when it comes to business strategy, I am most passionate about the human element and helping my clients clear their mind so that they can take massive action to achieve rapid growth.

I love sharing knowledge and insights, and have run personal development workshops for Investment NSW, Sydney Startup Hub, Spark Festival, Fishburners and Oz Comic-Con for hundreds of attendees. I've also been interviewed on Alive 90.5FM and numerous podcasts. In my free time, I train as a blue belt in Brazilian Jiu-Jitsu and volunteer as an ethics teacher at my daughter's primary school.

You can find out more about my experience and background on LinkedIn.

Roy Kwan

Business Coach | Life Coach | Hypnotherapist

roy@purposeadvisory.com.au

0406 806 096

Book a rapid change intro call

Business Coach, Hypnotherapist

I’m a husband, a dad, an entrepreneur and a business coach / life coach / hypnotherapist at Purpose Advisory.

I’m passionate about helping people release stress, anxiety and limiting beliefs so that they can become the best version of themselves.

Prior to becoming a coach, I spent 13 years working as a business consultant for large financial institutions, such as QBE, Allianz and NAB, helping CEOs and senior executives improve customer experience and increase efficiencies within their operations. I'm an expert in business process improvement and have a black belt in Lean Six Sigma.

I am a Certified Master Practitioner in:

• Neuro-Linguistic Programming (NLP)
• Advanced Matrix Therapies

as well as a Certified Practitioner in:

• Hypnotherapy
• Timeline Therapy®

When I initially studied these disciplines, my original intention was to improve my own mindset so that I could climb further up the corporate ladder. Through the application of these techniques, I discovered that not only am I good at clearing my own limiting beliefs and negative emotional patterns, I realised that I'm also really talented at helping other people with theirs.  I have since added life coaching, business coaching, wellness coaching and relationship coaching to my repertoire, and have made it my mission to help people heal their wounds from the past so that they can live their lives to their full potential.

My clients benefit from my pragmatic approach to coaching, I focus on what works and what delivers results. Though I am very experienced when it comes to business strategy, I am most passionate about the human element and helping my clients clear their mind so that they can take massive action to achieve rapid growth.

I love sharing knowledge and insights, and have run personal development workshops for Investment NSW, Sydney Startup Hub, Spark Festival, Fishburners and Oz Comic-Con for hundreds of attendees. I've also been interviewed on Alive 90.5FM and numerous podcasts. In my free time, I train as a blue belt in Brazilian Jiu-Jitsu and volunteer as an ethics teacher at my daughter's primary school.

You can find out more about my experience and background on LinkedIn.

Roy Kwan

Business Coach | Life Coach | Hypnotherapist

roy@purposeadvisory.com.au

0406 806 096

Book a rapid change intro call