Findex Armidale

Biography

John joined the Crowe Horwath team in 1996 and has since built a successful and strong financial planning division in Armidale. His diverse experience and knowledge enable him to create financial strategies and provide advice to a wide range of clients.

Biography

Kylie has over 13 years' experience, and has worked with a diverse client base, spanning across a broad range of industries. These clients benefit from her strong communication, consulting and negotiation skills, as well as her flexibility to meet ever-changing needs.

Biography

Navigating market changes can be challenging for any business. Leonie's goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From start-up through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.

Biography

Rod has been with Findex since 1997. He specialises in business management and advice, tax consulting, and estate and succession planning issues. Rod works hands on in the rural industry and regularly advises rural businesses and families with retirement and succession issues.

Biography

Wayne entered the financial planning industry in 2012 after being awarded a Bachelor of Business in Financial Planning, with Distinction, by RMIT University.

Since that time, Wayne has successfully practiced as a holistic Financial Planner in the Northern Region of NSW for the Commonwealth Bank, First State Super, National Australia Bank and now Findex.

Wayne brings to financial planning a diverse background derived from running major businesses in the high technology services sector as well as running his own successful small business.

Biography

Kathleen works within the business services team in Inverell, specialising in tax consulting for clients in a range of fields. She has a focus on assisting these clients with managing the dynamic and technical intricacies of the modern taxation environment.

Biography

Dale has almost 35 years’ experience working in the finance sector. Dale provides valuable insights and guidance to both colleagues and clients in the complex world of Self-Managed Super Funds. As a Manager in our SMSF Administration & Advisory team, Dale helps to develop effective strategies so clients make informed decisions. With his wealth of knowledge and expertise, Dale also plays a crucial role in our Northern NSW office locations to ensure compliance with the ever-changing regulatory landscape. 

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. Eamon 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

I started in the Accounting and Audit industry back in 1997 and started at Findex in July 2002. I have worked in the Audit and the Accounting and Business Advisory Division, advising clients in the retail, building and rural sector. I have helped businesses navigate around their tax obligations and advised them on working on their business to strive for success. I have a keen interest in guiding business to move with the times and reap success from technology enhancements and change.

Biography

I am an accomplished accounting professional with extensive expertise in Accounting and Business Advisory services. As an Associate Partner in an esteemed accounting firm, I bring a wealth of experience and a track record of delivering exceptional results to clients across various industries.

With a solid foundation in accounting principles and regulations, I have developed a keen eye for detail and a comprehensive understanding of financial reporting and analysis. I excel in providing accurate and timely financial information, enabling clients to make informed business decisions and optimize their financial performance.

My specialties lie in the areas of tax planning, compliance, and tax advisory. I possess a deep understanding of regulatory frameworks and can assist clients in ensuring compliance with accounting standards and Government regulations. I believe in taking a collaborative approach and working closely with clients to gain a thorough understanding of their unique challenges and goals.

My commitment to professional development is unwavering, and I stay on top of the latest trends and advancements in accounting and financial practices. I am proficient in utilising cutting-edge accounting software and analytical tools to streamline processes and optimise efficiency.

Biography

After an international career at various large financials’ institutions, including Danske Bank, Aviva, MLC and NAB, Endre joined Findex in 2017, specialising in risk management for personal and business clients.

Leveraging his diverse experience in finance and lending, Endre helps our clients ensure their lifestyle, asset protection and estate planning needs are all adequately addressed.

Biography

A Glen Innes local born and bred, Jason has over 10 years’ experience in Accounting and Tax and has been with Findex since 2014. Jason prides himself on developing lasting client relationships and takes pride in building solutions for clients which help them on the pathway to achieving their financial and lifestyle goals.