Findex Apollo Bay

Biography

Jamie joined Crowe Horwath in 2015, bringing 25 years’ experience in business services and taxation, servicing a wide range of small and medium businesses. He enjoys helping clients to achieve their financial and business goals, whilst ensuring they pay only the minimum taxation required.

Biography

Peter is a Principal in the Financial Advice team at the Colac office. Peter is a certified financial planner, and specialises in self-managed superannuation advice, wealth creation strategies and investment advice.

Biography

With over 25 years' experience, Simon has considerable management knowledge in all facets of lending and finance. His speciality areas include commercial, rural, home and investment and equipment lending.

Biography

Terry joined Findex in 2002 having previously worked for Westpac Bank for 20 years. Along with his large financial advice and risk division role, Terry can value add in all facets of sales management, production analysis and risk management.