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Findex Albury

Address

491 Smollett Street
Albury 2640 AU

Phone

02 6021 1111

Hours

Monday - Friday
8:30am - 5:30pm

Advisers in this office

Alex Kerry

Associate Adviser

Phone

02 6021 1111

Biography

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.

My Specialties

Wealth Management

Alison Lee

Associate Partner - Audit & Insurance

Phone

02 6021 1111

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.

Brad Bohun

Senior Partner

Phone

02 6021 1111

Biography

Prior to Brad's appointment with Crowe Horwath in 2008, he spent over 10 years with KPMG. During this time he developed specialist skills in a variety of sectors, including audit and assurance for local government, registered clubs, APRA regulated financial institutions and the Not For Profit sector, including health and aged care.

Cade Gow

Partner

Phone

02 6021 1111

Biography

With 15 years' experience in providing business advice across a variety of industries, Cade brings a wealth of knowledge to his clients. Servicing private and family owned businesses, Cade specialises in accounting and tax compliance, business sales and valuations, budgeting, forecasting, periodical reporting, tax and business advice.

Dannielle Mackenzie

Partner

Phone

02 6021 1111

Biography

Dannielle is a registered company auditor with over 11 years experience in auditing and financial reporting. She specialises in local government, health, not-for-profits and private companies. Dannielle is also a registered SMSF auditor.

David Morris

Managing Partner

Phone

02 6021 1111

Biography

With over 26 years experience in public accounting, David has been a Partner with Findex since 2006. David specialises in business advisory and tax consulting for small to large businesses and high net wealth individuals. He has particular experience across manufacturing, building and construction, professional services, registered clubs, government and financial services industries.

Fiona Livermore

Partner

Phone

02 6021 1111

Biography

With over 15 years' accounting and advisory experience, Fiona has accumulated a wealth of knowledge and experience, and specialises in accounting and business advisory services, with particular experience across real estate, residential and commercial building construction, retail and primary production industries.

Ian Clark

Partner

Phone

02 6021 1111

Biography

With over 15 years' experience in the industry and sucessfully running his own business, Ian was appointed as principal in 2008. Ian specialises in financial planning, estate and succession planning, superannuation and self-managed superannuation funds.

My Specialties

Wealth Management

James Ellis

Associate Financial Planner

Phone

02 6021 1111

Biography

We understand that wealth preservation and growth is achieved by adopting a long-term approach driven by a clear set of objectives and robust investment framework. James will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

My Specialties

Wealth Management

Kathy Evans

Senior Partner - SMSF

Phone

02 6021 1111

Biography

With over 20 years' experience in public practice, Kathy leads the specialist superannuation division and has a specific focus and expertise in this area. Kathy enjoys providing personalised service and total financial solutions to all her clients needs.

Kylie Smith

Partner

Phone

02 6021 1111

Biography

Kylie has over 14 years' experience, with specialist knowledge and expertise across accounting and business advisory areas. Kylie works with clients from a range of industries, particularly those relating to the manufacturing, construction and transport industries.

Marcus Davis

Partner

Phone

02 6021 1111

Biography

Marcus joined the Crowe Horwath team in 2009. With over 15 years' experience working with top tier firms, Marcus has a specialist focus assisting clients from the financial services industry, including superannuation, trusts and investment products.

My Specialties

Tax Advisory

Melissa Brunow

Adviser

Phone

02 6021 1111

Biography

Melissa provides a personalised service to achieve the most appropriate cover for all aspects of her clients' lives. With over 12 years in financial planning, Melissa has delivered specialised risk insurance services to clients since 2012. She prides herself on helping clients when they need it the most.

My Specialties

Risk Insurance

Ryan Muntz

Partner

Phone

02 6021 1111

Biography

Ryan has worked in the accounting industry since 2000, in Albury, Melbourne and London. These experiences have given Ryan exposure to a broad range of fields, allowing him to provide a unique perspective when servicing his clients.

Stephen Bowler

Managing Partner

Phone

02 6021 1111

Biography

With over 31 years' experience in public practice, Stephen specialises in accounting and business advisory services. He has particular experience and expertise across manufacturing, primary production, professional services, building and associated trade industries.

Tony Peel

Adviser

Phone

02 6021 1111

Biography

Anthony has over 19 years of experience in providing financial advice and holds an Advanced Diploma in Financial Services. Anthony is experienced in providing risk protection solutions to families, business owners and farmers. Anthony’s knowledge and experience allows him to create tailored strategies to achieve his client’s protection goals.

My Specialties

Risk Insurance

Amelia Hartney

Associate Adviser - Head of Agribusiness and AgriFamily Lead

Phone

02 6021 1111

Biography

Amelia Hartney is a Partner within the Findex team. Amelia is a management consultant, supporting businesses and not-for-profits with strategy and growth solutions. Her specialist knowledge areas include Agriculture, Manufacturing, International Trade and Government Incentives. As the Findex Agribusiness Family Lead, Amelia supports Regional Australian companies with end-to-end strategy needs. Her focus is to engage, support and advocate for the agriculture industry, regional employment in agribusiness and localise government funding for key and priority sectors, including STEMM, AgriTech, MedTech and education.

Sean Pye

Senior Manager

Phone

02 6021 1111

Biography

Sean has 10 years of audit experience with a strong focus on Private Companies, Education and Registered Clubs and. He has developed his management skills through a hands-on approach and a strong presence. Sean enjoys leading his team through the audit process while developing trusted relationships with his clients. Sean is respected for his energised and proactive approach and the intensity with which he satisfies clients’ and others’ expectations. Sean makes a positive contribution to efficiency and effectiveness of operations in support of client objectives and quality audit delivery. He regularly brings best practice ideas to clients and has delivered many special projects including mergers and acquisitions.

My Specialties

Audit and Assurance

Matthew Paull

Manager

Phone

02 6021 1111

Biography

Matthew has 10 years experience with a strong focus on private and public sector risk and assurance services in the areas of the water industry, local government, health, manufacturing and education. He is a Member of the Institute of Chartered Accountants, Associate Member of the Institute of Internal Auditors and has completed an MBA.