We're focused on meeting the needs of businesses and the individuals within them through a collaborative approach to financial services. We pride our self on an integrated service offering, giving you the peace of mind that comes with knowing your financial and lifestyle goals are being worked on.
Executive Managing Partners
Specialising in taxation and business advisory, Anthony a registered tax agent, provides strategy and business planning for your businesses and uncompromised interpretation of the financial results for each segment. As Executive Managing Partner, he is renowned for having an uncompromising standard of excellence and absolute passion to deliver the best outcomes for his clients. Anthony has a diverse range of industry expertise. His knowledge is up to date and accurate and he has access to networks that can support business growth to unlimited levels, including international transactions, finance and taxation. Anthony is more than just a business adviser. He becomes your financial guru per se, someone who is there throughout the decision making process, attending regular meetings to ensure an uninterrupted flow of information. Anthony’s clients respect his systematic and thorough approach to all aspects of their relationship. From business and succession planning to business development and problem solving, Anthony works with his clients at all stages of their planning.
With over 23 years commercial experience in the finance and manufacturing industries, Dan’s commercial acumen, thorough understanding of business dynamics, strategic focus and adaptable style make him a confident leader. As Executive Managing Partner for Findex’s North region, Dan provides leadership to a team of 630 Staff in 25 offices across northern New South Wales and Queensland. Originally from the UK, Dan began his career in manufacturing and moved to a role as Senior Management Accountant of a global pharmaceuticals company. Dan was integral in the merger of three independent organisations to form a $400 million enterprise before he became Finance Director and equity holder in a private manufacturing business playing a vital role in improving profitability and cash flow. Since relocating to Australia in 2006, Dan has led the Northern NSW firm of Findex building a strong culture of collaboration and communication through his professional, honest and transparent approach to business.
As a leader in the financial planning division, Julian has an exceptional management and leadership style which is reflected in a young, enthusiastic and talented team, dedicated to achieving results. Julian has achieved his success through building trust in the relationships he has with his clients. He works in an ethical manner and takes into account their individual needs and objectives to make sure he delivers real value. As Executive Managing Partner, this ethos is instilled within his team to ensure all clientele receive the same unrivalled service. Julian’s diverse background and experience within various accounting sectors provide him with the knowledge and expertise to deliver exceptional benefits to his clients with an ultimate drive to achieving successful outcomes. Julian is actively involved in the community, sitting on various community and sporting boards. He is a keen sportsperson, and an asset to the Findex team.
Mark joined Findex in 1998, became a partner in 2006 and took on the role of Managing Partner in 2014. Now as Executive Managing Partner for Findex’s South region, Mark leads a team of about 430 staff across offices in Melbourne, East and Western Victoria. As an adviser, he has extensive experience advising SME’s and family owned businesses, high net worth individuals and not-for-profit groups. Mark’s management and leadership has seen him responsible for a number of key national projects. He works closely with clients on taxation and compliance issues, budgets, cash flow management, structuring, superannuation and succession planning. Mark is always focused on providing quality advice to his clients, from start-ups through to sale of businesses or farms. He carefully addresses his clients’ personal and business needs to ensure they achieve the best possible financial outcomes. Working closely with specialist experts in the firm, Mark deals in industry sectors including primary production, retail, wholesale, professional services and construction. Mark always uses a positive and dedicated approach to working with his staff and clients. His loyalty and support is greatly appreciated amongst his clients, and is paramount to the local Findex offices.
In his role as Executive Managing Partner – Specialist Services at Findex, Owen is charged with driving collaboration within the group’s industry-leading Family Office model. Specialist Services encompasses Audit, Tax Advisory, Corporate Finance, Performance Consulting, Lending and Finance, General Insurance, Risk Insurance and Corporate Benefits. Cumulatively, these services lines represent 25% of the group’s revenue. Beginning his financial services journey in 2008, Owen joined Credit Suisse and then KKR in its private equity investment team. In his six years at KKR, Owen focused on a range of investments in both Australia and New Zealand, one of which included Findex. Owen joined Findex in 2015, serving as its Head of Strategic Projects, focussing on operational improvements and business growth initiatives, group wide. Among many successes, notably was the introduction and management of the Family Office model and an employee equity offering, both transformative to the business’ operations. Owen holds a Bachelor of Commerce (Accounting and Finance) from University of New South Wales, completing this with first class honours and the University Medal in Finance. Outside Findex, his passions include most endurance sports, particularly running.
After working for Westpac Bank for 20 years as a Senior Commercial Lending Manager, he gained considerable experience across all areas of Lending and Finance. On joining the firm in 2002, Terry introduced Lending Broking Services to the National firm and continues to head up this service line throughout Australia and New Zealand. Terry assumed control of the WHK Western Victoria Financial Services Division in 2008 where he managed Financial Planning, Specialist Risk Insurance, Lending and Finance and Self Managed Superannuation. Two years later, he developed the General Insurance division in Western Victoria, which has now extended to be a National service line experiencing strong growth throughout the Crowe Horwath network. Throughout this period, Terry worked closely with local and National management and sat on the Advisory Boards of Self Managed Superannuation, Financial Planning and Risk Insurance, whilst also continuing to directly managing Lending and General Insurance. With Terry’s diverse management experience and dedication to his clients, he is now an Executive Managing Partner responsible for the performance of the Southern Region in all services lines encompassing Melbourne, East and Western Victoria. As EMP, Terry provides value add in all facets of sales management, production analysis and risk management, along with technical expertise in Financial Services. Combine this with his love of his AFL football team, the Melbourne Demons, Harness Racing and his family, Terry remains committed to providing the highest level of service and support to his staff and clients.
After graduating as an accountant and attaining a Bachelor of Commerce from Otago University, Phil began his accountancy career in Dunedin, New Zealand. He then moved to London working for a major accounting firm for a few years, returning to New Zealand in 1987. Phil’s experience includes both business advice and governance, particularly as a board member and adviser to a wide range of public companies and Local Authorities. He is an accredited member of the Institute of Directors of New Zealand and holds a Public Practice Certificate CAANZ. Today, Phil is New Zealand’s Executive Managing Partner (EMP). As EMP, Phil is responsible for shaping and delivering the strategic direction of the Region which spans multiple geographic locations across New Zealand. He does this through: - Leadership of the Managing Partners in the growth strategy for the business. - Providing leadership to staff in order to achieve the established business and operational goals. - Supporting succession and development of those on the Advisor Pathway. Phil places high importance on building and maintaining strong relationships with his managers, teams and clients.
Matthew is the Executive Managing Partner at Findex for the Southern Region including Otago and Canterbury. He has been extensively involved in a range of corporate divestitures and acquisitions in the construction, manufacturing, exporting and service industries. Matthew has helped manage companies in distress as well as those on a rapid growth plane, and at both a local and national level.