About – tri-state.finance

Tri-State Finance was created to offer sophisticated financial solutions to clients with unique needs. Founded by Tim, a Chartered Accountant with global experience, the business is rooted in resilience, purpose, and expert financial guidance.

About Tri-State Finance

Tim’s story

After a life-altering medical journey and a miraculous transplant, Tim dedicated his life to helping others through meaningful financial work. His background in finance, consulting, and real estate, paired with a personal mission to give back, makes Tri-State Finance a service built on empathy and excellence.

Call us Today : 1300 346 847

Why Choose Us?

We think strategically and long-term

We handle complex client situations with ease

We focus on tailored solutions, not generic loans

We value transparency and ongoing support

Our Team

Tim

Tri-State Finance CEO

Poonam

Practice Manager

Aadi

Broker

Alexandra

Broker

Sheila

Client Services Broker

Max

Broker Associate

Gillian

Broker Assistant

Sheeraz

Credit Analyst

Andrew

Junior Credit Analyst

Olivia

Business Development Manager

Carolyn

New Client Services

Bianca

New Client Services

Vanessa

Administration

Aira

Admin Support

Julian

Admin Support

Lyka

Existing Client Services

Get in touch with us if you need the help of a property expert.

We’ll be in touch in under 24 hours.

A premium service offering smart, tailored financial solutions for high-net-worth individuals, professionals, first home buyers, and property investors. We understand complex financial landscapes and turn strategy into success.

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