Findex Adelaide

Biography

Jeremy finds working with his clients to reach personal and financial goals rewarding.

Through discussions with his clients he develops strategies that are tailored specifically to meet their goals and objectives and provides high quality advice to clients at varying stages of life, whether they are wealth creators, transitioning to retirement or looking to enjoy retirement.

By taking a holistic approach with his clients, he provides advice on: investments, superannuation, maximising Centrelink benefits and assists clients with estate planning strategies. He then presents the advice in a clear and simple to understand manner.

Jeremy has been with Findex since 2010 and achieved the CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2017. This experience and qualification ensures his clients receive the highest quality advice.

Biography

Rob is an experienced Financial Adviser who enjoys connecting with clients through building trusting relationships and by dedicating the time to listen and understand personal goals and needs. Having started in the Financial Services industry in 1994, Rob has developed the skills to manage investment portfolio risk, provide strategy solutions and to build client’s wealth.

Whilst assisting clients with Retirement Planning and goal setting, Rob will identify ways to support lifestyle needs and maintain expectations throughout retirement. He believes it’s important to review his client’s financial plan to ensure they stay on track to meet their goals as circumstances change.

Biography

Providing quality strategic and investment advice that is tailored to suit your individual needs and objectives is what David does best.

With over ten years experience as a financial services professional, David assists clients in the development and implementation of comprehensive financial plans to place them in the best possible position to achieve their financial goals.

With a young family of his own, David understands the importance and challenges of building a secure future for you and your family.

Biography

Richard is a Chartered Accountant, accredited by the SMSF Association as an SMSF Specialist Adviser. Richard specialises in providing advice and accounting services for self-managed superannuation funds. Providing compliance and advice solutions to assist trustees in achieving their retirement goals

Biography

Hagen Schroeder has been a finance professional for almost 20 years. He has extensive experience as a commercial banker with a major Australian bank, and has advised businesses in a wide range of industries including agriculture, mining, civil construction, retail, hospitality, engineering & transport.

Hagen joined Findex in 2012, and now works alongside Findex's highly skilled advisers in providing advice to individuals and businesses in all areas of lending including residential mortgages, reverse mortgages, property development, commercial & industrial property purchases, debt restructuring, vehicle & equipment finance, Self Managed Super Fund borrowing and rural finance.

Hagen holds a Bachelor of Finance, a Masters of Applied Finance, a Diploma of Finance and Mortgage Broking Management, and is a current member of the Mortgage & Finance Association of Australia.

Please contact Hagen should you have a lending related enquiry - we would welcome the opportunity to meet and assist you.

Biography

Ian entered the Financial Services industry in 2014 after an extensive history in people/client management for large Adelaide businesses. Ian works with all ages from young accumulators through to retirees including families and business owners. He provides advice from basic, specific plans to holistic strategies encompassing a range of recommendations.

Working with people is a passion for Ian and he enjoys close relationships with his clients who appreciate his genuine nature. "It's important to me for my clients to be comfortable with who they are talking to, the strategy used and how they are invested. They need to trust their Adviser and understand the benefits from receiving advice."

Offices: Adelaide (main), Mildura, Broken Hill, Robinvale and Ouyen

Qualifications: Master of Financial Planning

Biography

Kylie commenced as a Financial Adviser in 2012 after working in financial administration since 1990 and small business management and business ownership since 2001. Kylie aspires to be a conduit between financial regulations and clients by delivering financial planning advice and support that is relevant and easy to understand.

Kylie is experienced in strategic and investment advice for clients in all phases of life including wealth accumulation, pre-retirement and retirement. By utilising a practical, common-sense approach to strategic solutions while maintaining long-term professional relationships, it has enabled Kylie to structure personal advice to empower, educate and assists her clients to achieve their financial goals while increasing their financial confidence and peace of mind.

Biography

After an international career at various large financials’ institutions, including Danske Bank, Aviva, MLC and NAB, Endre joined Findex in 2017, specialising in risk management for personal and business clients.

Leveraging his diverse experience in finance and lending, Endre helps our clients ensure their lifestyle, asset protection and estate planning needs are all adequately addressed.