Findex Albury

Office Address

491 Smollett Street
Albury NSW 2640 AU

Hours

Monday - Friday

8:30am - 5:00pm

Mailing Address

Advisers in the office

Alex Kerry

Alex Kerry

Senior Adviser

Biography

Alex has gained over 10 years’ experience in the Financial Services and uses her broad experience and knowledge to provide ongoing guidance to clients in regard to wealth accumulation, wealth protection and retirement planning through strategies involving (but not limited to) superannuation, investment, cashflow management, life insurance and Centrelink.

Alex holds a Diploma of Financial Planning and is currently completing her Master Degree in Financial Planning, having successfully completed the Financial Adviser Exam along with the Ethics and Professionalism unit Alex is a compliant Adviser under the new industry standards.

My Specialties

Wealth Management

Brad Bohun

Senior Partner

Biography

Prior to Brad's appointment with Findex 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 education, health and aged care.

Cade Gow

Cade Gow

Partner

Biography

Cade has built a career over the past 25 years in public practice accounting, specialising in tax and business advisory to privately- and family-owned enterprises. Through our Family Office Service, Cade provides a holistic view to business operations and wealth creation for clients. He has experience and expertise across a wide range of industries with a particular focus in the agribusiness industry offering compliance, management reporting, advisory and succession strategies.

Dannielle Mackenzie

Associate Partner - Audit and Assurance

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

David Morris

Managing Partner

Biography

With almost 30 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, providing practical and simplified solutions to both their professional and personal needs.

Fiona Livermore

Partner

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

Ian Clark

Senior Partner

Biography

With over 15 years' experience in the industry and successfully running his own business, Ian was appointed as senior partner in 2022. Ian specialises in financial planning, estate and succession planning, superannuation and self-managed superannuation funds.

My Specialties

Wealth Management

Marcus Davis

Partner

Biography

Marcus joined the Findex 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

Senior Adviser

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
Stephen Bowler

Stephen Bowler

Managing Partner

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.

Amir Mousa

Senior Manager

Biography

Amir has over 12 years of internal audit, risk and compliance experience across various industries including the real estate, property management and capital projects sectors. Before joining Crowe, Amir worked as an internal audit manager in a global consulting firm and as a team leader at an investment holding company. Amir also spent 5 years with a big four firm in their risk advisory practice.

My Specialties

Internal Audit
CM

Chantelle Mathews

Associate Partner

Biography

Chantelle has 15 years' experience in public accounting in the local area. Working across a broad range of industries with a strong focus on the agribusiness industry.

Prior to a career in public accounting Chantelle managed finance & administration for local government and held a national human resources role. Chantelle and her partner have owned a local family business for the past 14 years and understand the day to day pressures of running a business.

Chantelle provides taxation compliance, management reporting, cash flow management, succession planning and process efficiency services to ensure your business is profitable and sustainable.

My Specialties

Courtney van Zyl

Courtney van Zyl

Associate Partner

Biography

Courtney provides compliance and advisory services in all areas of taxation. Working with family groups, small businesses, and multi-national corporations, Courtney works with clients to create strategies to mitigate any identified tax risks.

As a trusted advisor. Courtney provides both ad-hoc and ongoing technical taxation advice as well as long-term projects, such as family succession planning. Courtney can assist with income tax, FBT, GST and employment taxes, but her area of expertise is with not-for-profits, including large and small government and non-government organisations, community organisations, and registered charities.

Assisting clients from the beginning of their not-for-profit journey with the establishment of structures and relevant registrations and endorsements, such as DGR, through to ongoing management and governance of, and compliance with, these organisation’s reporting and taxation obligations, Courtney regularly works with internal and external teams and stakeholders, both in person and remotely to achieve the desired outcomes.

My Specialties

Tax Advisory
Darcy Irving

Darcy Irving

Associate Partner

Biography

Darcy joined Findex in November 2018 and has established the Lending and Finance division for the Albury office.

Darcy has 30 years of commercial banking and finance experience with specialisation in Commercial Credit Risk Analysis, Deal structuring, Stressed Banking relationship strategies and Business Development.

Darcy has a special interest in complex Cash Flow funding solutions and providing solutions to business succession strategies.

Darcy prides himself on his professionalism and commercial knowledge with a focus on sharing this information with clients and colleagues with transparency.

Darcy is a member of the Mortgage Finance Association of Australia (MFAA).

Educational Qualifications:

-Diploma of Finance and Mortgage Broking Management

-Member of the Mortgage and Finance Association of Australia (MFAA)

My Specialties

LendingLending & Finance
Adviser Hope Jones

Hope Jones

Associate Partner

Biography

Hope has over 18 years’ experience in public practice accounting, starting at the Albury firm as a Trainee in 2005. Hope has worked across a diverse range of clients and specialises in general business advisory, tax and business planning and structuring. With her experience, Hope is able to offer her clients personalised advice to help support and grow their businesses.

My Specialties

Jac Holmes

Jac Holmes

Adviser

Biography

Jac’s career in the financial planning industry began in 2018 as a Client Service Officer. He has since studied and worked his way to his current position as a Financial Adviser at Findex. Providing his clients with holistic advice is where Jac excels. He uses his knowledge in investment, taxation, wealth management, insurance, superannuation, and Centrelink to help his clients achieve their financial goals.

As a firm believer in financial education and empowerment, Jac loves working with all age groups to improve their financial literacy. He understands that circumstances change and so lends an adaptable and flexible approach to finances to accommodate life’s uncertainties. 

My Specialties

Wealth Management
Jason Gilbert

Jason Gilbert

Associate Partner

Biography

Jason is an Associate Partner at Findex with over 15 years experience in providing audit, assurance and advisory services. With experience spanning a variety of businesses ranging from not-for-profit associations to large proprietary and public companies, Jason has a practical understanding of financial reporting regulatory requirements and accounting standard application.

Jason has worked internationally in the Crowe network on secondment in the London, UK and Chicago, USA offices. Jason has a proven track record in providing client support and audit supervision. Together with a strong strategic and audit focus, Jason has successfully led teams in the review of the processes and controls of clients to ensure efficiency, effectiveness and better practice in the delivery of their services.

Jason fosters strong and collaborative relationships with clients, colleagues and business partners by taking the time to understand unique circumstances and utilise his expertise to help deliver on their strategy and goals and to achieve strong transparency and accountability in their financial reporting.

My Specialties

Audit and Assurance
Adviser Julien Frendo

Julien Frendo

Senior Accountant

Biography

Julien has long-standing accounting experience across business services, paraplanning, and SMSF, helping clients navigate various SMSF compliance obligations and the different investment structures within them. He finds being part of people’s retirement journey to be incredibly rewarding and makes a conscious effort to get to know his clients so he can assist them in achieving their aspirations.

Based in the Albury office, Julien has been with Findex for over three years and holds a Bachelor of Business Finance/Accounting and a Graduate Diploma of Financial Planning.

My Specialties

Self Managed Super Fund
Luke Heyme

Luke Heyme

Associate Partner

Biography

My Specialties

Sally Innis

Sally Innis

Associate Partner

Biography

Sally has 17 years’ experience in public practice, specialising in tax and business advisory.

Sally provides a holistic view to business operations and wealth creation for clients. She has experience and expertise across a wide range of industries with a particular focus in the agribusiness industry offering compliance, management reporting, advisory and succession strategies.

Having been raised on a dairy farm, Sally has an excellent working knowledge and appreciation of the unique issues affecting primary producers. Sally has a deep sense of pride in where she grew up and continues to maintain her family’s farming legacy through providing advisory services to her local farming community.

Sally is passionate about working with family farm businesses, so they become more successful, remain efficient, profitable, and sustainable, for the family, the farmer, and rural communities.

As a Mum and part owner in a family business, Sally is a leader in managing her time, effort, and energy effectively. Sally’s natural organisational skills allow her to prioritise her young family, navigate the complexities of family business and be her client’s biggest supporter. Sally has then been able to share these skills with her clients and takes pride in seeing other young families succeed at life.

Sally has a strong network within the local business community which allows her to connect clients with trusted experts as the need arises.

My Specialties

Business Advisory
Sally McPherson

Sally McPherson

Associate Partner

Biography

Sally has over 14 years’ experience in the Superannuation industry specialising in Self Managed Superannuation Funds. Sally has a Bachelor of Accounting and has completed the Accountants Essential Advice program.

She has also completed the financial planning exam and ethics unit to meet the industry’s new standards. Sally is currently completing the Advanced income tax and corporations law subjects to be recognised as a tax agent. Sally’s senior role provides experience and a broad knowledge which enable her to service her large client base.

Qualifications and Memberships:

-Bachelor of Accounting

-Accountants Essential Advice Program (AEA)

-Ethics & Professionalism in Financial Advice

-FASEA Financial Adviser Exam Authorisations

My Specialties

Self Managed Super Fund
Stephanie Yeung

Stephanie Yeung

Senior Adviser

Biography

Stephanie is a Certified Financial Planner with over 17 years of industry experience. Her areas of expertise include (but is not limited to) financial goal setting, cashflow management, retirement planning, self-managed superannuation funds and estate planning.

She believes that financial planning is a journey, with many unknowns and that everyone’s journey is unique and different which requires a tailored solution to solve the various challenges at hand. Stephanie delivers bespoke plans and ongoing support to help clients navigate through life’s constant changes so they can achieve their goals with confidence and ease.

My Specialties

Wealth Management
Tom Rowan

Tom Rowan

Associate Partner

Biography

Tom has over 13 years of experience in accounting, business advisory and tax consulting, including 5 years working in Melbourne with large and complex private family groups with a Big 4 Firm. With a particular ability for problem solving and assisting businesses with all of management reporting, cash flow management, budget forecasts and tax compliance.

Tom also has experience across a range of industries including property development, manufacturing, and high net worth individuals and family offices.

My Specialties