Find an adviser by name or specialty
Aanika Grant
Manager
Phone
(02) 6330 2200
Office
Bathurst
My Specialities
External AuditBiography
Aanika works in the Bathurst audit team. Her portfolio includes small to medium not-for-profit organisations, clubs, community organisations, schools, councils and trust accounts. Aanika aims to deliver the best service by being proactive and engaging in regular communication with her clients.
Aaron Robertson
Partner
Phone
(03) 6452 9900
Office
Smithton
My Specialities
Accounting and Business AdvisoryBiography
Aaron has over 20 years’ experience in public practice accounting, particularly in the agriculture, mining, aquaculture, retail and transport industries. Leading Crowe Horwath’s Smithton office, Aaron is community focussed and dedicated to delivering results to his clients.
Abin Alias
Senior Auditor
Phone
(02) 6883 5600
Office
Dubbo
My Specialities
External AuditBiography
Abin has been working with the Dubbo team for over two years. Abin is focused on providing high quality service to all his audit clients. He enjoys working in a team environment where his skills can be applied both independently and within a team.
Adam Blanchard
Adviser
Phone
(03) 5622 7500
Office
Warragul
Biography
Adam holds a Bachelor of Business (Finance and Investment) and a Diploma of Financial Planning. Adam joined Findex as an Associate Adviser and has now moved into an Adviser role, with a number of years’ experience in financial services. Adam works closely with individuals to achieve their desired outcomes, focusing on all aspects of client financial planning goals and objectives. He has strong technical knowledge and enjoys seeing clients achieve their goals.
Adam Murray
Partner
Phone
(03) 5224 7700
Office
Geelong
My Specialities
Accounting and Business AdvisoryBiography
Adam joined Crowe Horwath in 2013 having previously worked in Melbourne for over nine years where he gained considerable experience in business advisory. Adam provides advice and guidance to businesses so that they can achieve their goals and full potential.
Aditya Zutshi
Associate Partner
Phone
(02) 9262 2155
Office
Norwest
Biography
Aditya has over 16 years experience and helps both established and emerging businesses both local and subsidiaries of foreign groups to implement growth strategies and manage their regulatory and taxation requirements. Aditya has helped his clients establish their business by providing advice on restructuring, capital gains tax, international tax, employee remuneration packaging, fringe benefits and GST. He works with clients to ensure Australian Tax and statutory compliance matters are fully met and helps identify any potential risks and works collaboratively with clients on implementing strategies on mitigating these risks.
Adrian Morley
Adviser
Phone
(03) 5564 2100
Office
Warrnambool
My Specialities
Accounting and Business AdvisoryBiography
Adrian is a proud member of the Association of financial advisers (AFA) and a Fellow Chartered Financial Practitioner. Adrian has worked as a financial adviser since 2005, specialising in wealth creation and retirement planning. He offers personalised service and tailored financial planning that enables his clients to experience the lifestyle they desire and ensures a comfortable retirement.
Alan Favell
Associate Partner - Wealth Management
Phone
08 8372 1300
Office
Adelaide
My Specialities
Wealth ManagementBiography
Alan has been working in the financial services industry since 1987, including advising clients as a financial planner since 1996. He has been involved in all aspects of financial planning; including superannuation, investment and retirement planning, wealth creation and risk insurance. Alan understands the need to provide a value oriented holistic financial planning service to all his clients to ensure their lifestyle financial goals are met. He particularly specialises in preretirement and retirement strategies.
Alex Kerry
Associate Adviser
Phone
02 6021 1111
Office
Albury
My Specialities
Wealth ManagementBiography
Alex has been in the financial services industry since 2012. Alex holds a Diploma of Financial Planning and over the years has gained experience in a number of different areas within financial services from administration to paraplanning. Alex looks forward to developing client relationships and utilising her growing experience to assist clients with strategy and investment advice to achieve their current and long term financial goals.
Alex Duonis
Partner - Tax Advisory
Phone
(03) 5224 7700
Office
Geelong
My Specialities
Tax AdvisoryBiography
Alex joined Findex in 2007 to provide a comprehensive range of tax consulting services to clients and internally within Findex. During this time he has advised a mix of clients ranging from SME business operators, ASX listed entities, high net worth individuals, government bodies, and charities.
Alison Keep
Adviser
Phone
(07) 4638 2866
Office
Toowoomba
Biography
Alison has over 10 years experience in the financial planning industry. She holds an Advanced Diploma in Financial Planning and a Diploma of Accounting. Over the years Alison has held various Financial Adviser roles in Darling Downs including within a large Accounting Firm Toowoomba. Alison is a member of the SMSF Association and Association of Financial Advisers. Alison’s extensive experience enables her to tailor risk strategies to the individual need of the client to ensure the best possible outcome at claim time.
Alison Lee
Associate Partner - Audit & Insurance
Phone
02 6021 1111
Office
Albury
Biography
Alison provides risk consulting and internal audit services to public and private companies, and has significant experience across the health and local government sector. She helps clients to identify performance improvement opportunities and provides recommendations on how to implement change to minimize risk.