Findex Adelaide

Biography

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.

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

Hagen has over 10 years' experience in relationship banking and asset finance, and now specialises in finance and mortgage broking. He has access to over 30 lending institutions, enabling him to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rate and loan conditions in the market place.

Biography

An adviser since 1998, Richard gained his qualification as a CERTIFIED FINANCIAL PLANNER® professional in 2004 and has helped many individuals achieve their financial goals. Richard’s depth of experience has allowed him to demonstrate to his clients that good advice is crucial in achieving financial success. “It is this belief that is the cornerstone of everything I do. Through my experience and technical expertise, I can determine the best solution to help my clients meet their objectives. Understanding the advice is also important and many clients see my role as a financial educator”. His dedication to the needs of his clients has rewarded Richard with many industry awards culminating with achieving a Financial Planning’s National Champion Award on two occasions while being an influential partner in a prominent Adelaide business. Richard joined Findex to provide qualified financial planning advice to our existing and new clients of the business. Richard’s professionalism and respect of his peers has made him a valuable contributor to our team of advisers. In 2016, this culminated in Richard being awarded the Managing Partner role in the business and more recently in 2019, the role of Senior Partner. With a successful career and sporting background, he now puts family, fishing, travel and golf among his passions in life and strives to assist his clients achieve their personal and professional goals too. “To genuinely make a difference in people’s lives is my goal”.

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

Stephen has had in excess of 15 years’ experience in the financial services industry. This includes 12 years as a financial planner, advising clients in areas encompassing investment advice, retirement planning, self-managed superannuation strategies, risk management strategies for small business and personal clients, and estate planning. Stephen’s diverse background and knowledge coupled with common sense planning techniques communicated in easy to understand language enables him to help his clients achieve their financial goals through comprehensive, individualised financial planning.

Biography

Wayne works together with his clients to prepare and implement comprehensive risk management strategies; in particular Life Risk insurance products within superannuation, and stand alone Life, TPD, Trauma, Income Protection and Business Expenses insurance to meet their lifestyle and financial objectives. Wayne is a sports person at heart and enjoys most sporting activities. Away from his professional environment, Wayne is a family man with two beautiful daughters.

Biography

Daniel is a General Insurance Adviser located in our Mildura office but also services our clients in South Australia and Broken Hill. Daniel is very passionate about finding the best possible outcome for his clients.

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