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WORK HISTORY

Financial Advisor at Innovative Wealth Management from 2014 to present
Tristan is a fully accredited financial adviser who's passionate about helping people to uncover and live out their purpose! Tristan himself specialises in financial strategy and lifestyle coaching. The advice he offers and plans he develops with his clients provide a clear and achievable pathway towards financial freedom, with an emphasis on doing what you love and are good at to build reliable cash flow which exceeds your financial needs. Whilst working with Tristan, clients often find themselves learning more than just successful financial strategies. They are challenged to better understand themselves, their purpose and their relationship with money, and are coached in developing their personal capacity. This is because Tristan believes riches do not always equate to wealth, and aims to increase his clients wealth more than their riches. Innovative Wealth Management is a Financial Advisory firm which prides itself on delivering objective advice and innovative solutions in light of changing economic and legislative times. Tristan is licensed with Innovative Wealth Management as a Financial Planner under Charter Financial Planning. Charter offers fantastic ongoing development and support for its advisors in helping them service their clients to their best ability. It also provides Tristan the freedom to recommend a broad range of financial products, where products are necessary, to ensure his clients receive valuable advice which aligns with their best interests.

Founder and Director at Infinite Potential Education from 2014 to present
Infinite Potential Education was birthed back in Jan 2014 when Tristan Scifo hosted a successful 2-evening workshop for young adults seeking to learn how to build wealth. Quickly, Tristan realised the vast need for relevant education around what wealth is and how to build it. The first events were run in a cute Tramshed overlooking Narrabeen Lakes and hosted 3 speakers from the fields of entrepreneurship, property and investments. Infinite Potential Education now runs regular events for 20s and 30s, educating on a broad range of financial strategies, and personal development material. It's core purpose, as an extension of Tristan's purpose, is to help young people uncover and live out their own life purpose. Too many young people feel trapped in a life where they are doing something they merely tolerate for a job, spending all they have and borrowing more than they can afford. As well as being it's director, Tristan is the lead educator and coach at Infinite Potential Education. His approach is to educate through practical and wisdom-rich experiences which enable attendees to meet others who are passionate about living out their purpose, and network with incredible service providers who can assist them in achieving their dreams. For more information about Infinite Potential Education or to get involved, check out: www.facebook.com/myinfinitepotential

Financial Planner at AMP Horizons Financial Group from 2013 to 2014
After experience in coaching, workshop facilitation and people-development, Tristan realised the way he could best help people to dream and achieve their dreams was to build long-term trusted relationships with them and play the role of a personal advisor. AMP Horizons was at the time the nation's leading financial planning training facility, where Tristan studied in an intensive 3-month personal and technical development program, then transitioned to a 9 month business incubator where he built his own business from the ground up. Tristan built his own client base from natural markets, cold prospecting and referrals and took 17 clients through the complete financial planning process, from first meeting right through to post-implementation. Tristan chose to specialise with passionate and motivated couples and individuals, helping them to uncover and live out their purpose. He also begun partnering with a range of health, relationship, cognitive behaviour and career specialists, plus legal and financial professionals, to provide his clients with wholistic, independent advice. Upon graduating from the one year program, Tristan sought out a small financial planning practice he could learn and grow in. He identified a growing business on the other side of Sydney which had a talented business owner who was well aligned with Tristan's values and willing to mentor him in his career and business life. The 12-month Horizons experience was a life-changing milestone for Tristan. It launched him into a career he loves and became the catalyst for him beginning his own personal journey of becoming financially free.

Associate Consultant at Linkage from 2012 to 2012
Tristan specialised in leadership program design and development, servicing large corporate clients from mid-level management up to C-level executives. He played a significant role in designing and implementing leadership programs for Linkage's University Partners, including a 2-week intercultural leadership forum for UTS in Singapore. Tristan also successfully developed internal data management systems and regularly contributed towards business development.

Senior Program Facilitator at Rising Generations from 2010 to 2012
Tristan brought great enthusiasm and creativity to education and development, leading facilitation teams rolling out leadership workshops for students from years 5 - 12 in schools all around Australia.

Accountant at C3 Church Sydney from 2009 to 2010
Working in team of 5 to produce End of Month reports and process weekly cash flows for a large and multifaceted community organization; Designing systems used to report on income and expenditure; Calculating Royalty payments and income for C3 Music record label; Managing payables and receivables for a small property leasing business

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EDUCATION

Advanced Diploma - Financial Services at Pinnacle Financial Services Academy from 2014 to 2014
Also included SMSF training and qualification.

Diploma - Financial Planning at Integrity Education from 2013 to 2013

Bachelor - European Business Management at Ecole de Management de Normandie from 2008 to 2008
Completed studies delivered in French, including a final thesis written on the state of household debt in France.

Double Bachelor - Applied Finance & Commerce (Majoring in Actuarial Studies) at Macquarie University from 2006 to 2010
Also completed language studies in French, German, Mandarin Chinese, Spanish and Computer Programming

Higher School Certificate at Oxford Falls Grammar School to 2005
Academic Achievement (dux), School Vice Captain

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Recommendations

Geoff wrote on LinkedIn: "Tristan is incredibly intelligent, hard working and socially engaging. A natural leader, he demonstrates empathy and integrity during every interaction. I found him reliable and he produced great results in every project he took on."

Joshua wrote on LinkedIn: "Tristan is a values-driven young man with a strong desire to shape and improve his surroundings. Within the time that I have worked with Tristan, I have found him to be a dedicated worker with a strong appetite to learn and a real passion to teach. He was able to contribute to the design and development of client programs, leveraging his facilitation and teaching experiences in his previous job. He has a systematic way of organising thoughts, which has helped with categorising our company's knowledge resources for ease of future reference."

Thibault wrote on LinkedIn: "Very good colleague. Professional, open-minded and approachable. It is very easy and great to work with him."

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