Findex Albury

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Biography

Sam has had over 5 years’ experience in the superannuation industry, specialising in Self Managed Superannuation Funds. Sam holds a Bachelor of Accounting and has completed the Accountants Essential Advice program. His experience in the accounting and advisory field enables him to create financial strategies for his clients to achieve their needs in the superannuation space.

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.

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)

Biography

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.

Biography

Matt has been working in accounting and business advisory for over 20 years. In that time, he has had a broad range of experiences, working both locally and internationally. Through those experiences, he has found that he enjoys providing results-driven advice, that makes a difference to clients and their businesses. His main focus areas include accounting, business advisory and tax consulting. He is a member of Chartered Accountants Australia and New Zealand. His aim is to use his knowledge and experience to provide practical and relevant advice for the benefit of clients.

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.

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.

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.

Biography

Kylie has over 20 years experience in public practice and the accounting industry. Kylies passion is helping clients to achieve their business, financial and personal goals. Kylie believes that having access to timely and relevant information is key to making strategic financial decisions. As a business adviser, Kylie has managed client engagements assisting companies with business process improvement, strategy development, mentoring, team leadership, business governance, finance, reporting, budgeting and compliance functions. Kylie works with clients from a range of industries, particularly those relating to the manufacturing, construction and transport industries. Kylie specialises in tax compliance, budgeting, forecasting, periodic reporting, tax and business advice. Kylie is part owner in a family business so has hands on experience and understands the complexities of running a business.

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.