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Findex Ballarat

Address

L2, 909 Sturt Street
Ballarat 3350 AU

Phone

(03) 5304 5700

Hours

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

Advisers in this office

Andrew McMaster

Partner - Business Advisory

Phone

(03) 5304 5700

Biography

Andrew’s firm, McMaster Accounting Services, joined Crowe Horwath in April 2013 to provide clients with a depth of resources, succession and range of services. With 30 years of experience advising a range of small businesses, Andrew specialises in business structuring, tax planning, GST, FBT, CGT, business tax requirements, SMSF and succession planning.

My Specialties

Business Advisory

Anthony Carmody

Senior Manager - Business Advisory

Phone

(03) 5304 5700

Biography

Anthony joined the firm in 1990 after a short time auditing and financial accounting. He was appointed to partnership in 2001 and joined Crowe Horwath in February 2008.

My Specialties

Business Advisory

David Chalmers

Senior Accountant

Phone

(03) 5304 5700

Biography

David joined Crowe Horwath in 2009. David has over six years' experience in accounting services, and now specialises in business services. David works closely with clients from many industries.Originally from a farm in Boort, he understands the needs of his farming clients.

Danielle O'Donnell

Senior Accountant

Phone

(03) 5304 5700

Biography

Danielle joined Crowe Horwath in May 2014 bringing over 14 years' experience having previously worked for local Ballarat firms. Danielle provides in the areas of superannuation taxation, accounting and business advisory for individuals and small business.

Grantley Hastings

Senior Accountant

Phone

(03) 5304 5700

Biography

Grantley joined Crowe Horwath in 2002 after completing Bachelors of Commerce and Computing with Distinction at the University of Ballarat. He attained Chartered Accountant (CA) status in 2005 and is also a Chartered Tax Adviser.

Jamie Lockett

Principal - Business Advisory

Phone

(03) 5304 5700

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.

Kylie Sproules

Adviser - Lending and Finance

Phone

(03) 5304 5700

Biography

Maybe you’re looking to borrow for your business, or purchase your first home. Whatever the requirement, Kylie and the team aim to help you make informed decisions, by looking at strategies so you can achieve the most successful outcome possible for your circumstances.

My Specialties

Lending

Marek Habsuda

Associate Adviser

Phone

(03) 5304 5700

Biography

With over 9 years experience In Melbourne and Ballarat, Marek advises clients in the Ballarat and surrounding region with wealth creation strategies and investment portfolio management, superannuation and SMSF, pre and post retirement planning advice including Centrelink and estate planning and risk insurance advice.

My Specialties

Wealth Management

Lynette Pegler

Senior Accountant

Phone

(03) 5304 5700

Biography

With over six years' experience in a broad range of areas, Lynette is now helping clients move into the cloud for time-saving, better decision-making and KPI tracking purposes. This involves recommending the best package, migrating client data and providing training and ongoing support.

Narelle Kaufmann

Partner

Phone

(03) 5304 5700

Biography

Narelle joined Crowe Horwath in 1992, and has considerable experience in a broad range of areas including management account preparation, income tax, capital gains tax and GST. Narelle advises clients in diverse industries such as primary production, construction, medical, retail, trade and personal taxation.

My Specialties

Business Advisory

Paul Wastell

Partner - Business Advisory

Phone

(03) 5304 5700

Biography

Paul has 20 years' experience in taxation advisory and recently transferred from our specialist taxation advisory division, to focus on business advisory services for clients in the Ballarat region. Paul advises a broad range of clients including national and international corporations and expatriates, family businesses and high net worth individuals.

My Specialties

Business Advisory

Paul Joiner

Associate Partner

Phone

(03) 5304 5700

Biography

Paul specialises in business and taxation services, advising clients from a range of industries. Paul began working at Crowe Horwath in 1999, and has gained considerable experience in a number of areas including taxation, GST, superannuation and capital gains tax.

My Specialties

Business Advisory

Richard Ainio

Associate Partner - Audit and Assurance

Phone

(03) 5304 5700

Biography

Whether you’re a listed company, private business or community organisation, now, more than ever, it’s essential you have greater assurance over risk and financial reporting. From financial statement auditing to risk consulting, Richard and the team can provide the full breadth of audit and assurance services to manage these risks, in turn improving your business processes and financial reporting.

My Specialties

Audit & Assurance

Simon Curtain

Senior Accountant

Phone

(03) 5304 5700

Biography

Simon has over nine years' experience, and has developed skills in tax compliance, Income Tax, BAS, GST and CGT and tax planning. He acts for individuals and investors and enjoys helping business clients to take control of their decisions based on a sound financial understanding of all aspects of their business, leading to greater profitability, success and growth.

Stacey McConville

Senior Manager - Business Advisory

Phone

(03) 5304 5700

Biography

Stacey joined Crowe Horwath in 2003, while completing her degree at the University of Ballarat. Stacey has experience in income tax, GST, capital gains tax and management account preparation and reporting.

My Specialties

Business Advisory

Stephen McArdle

Senior Manager - Business Advisory

Phone

(03) 5304 5700

Biography

Steve has over 30 years' experience in public practice in Ballarat. He has a diverse small business client base, and specialises in business advisory, taxation and management accounting across a wide range of industries.

My Specialties

Business Advisory

Stephen Broadhead

Partner - Financial Advice

Phone

(03) 5304 5700

Biography

Stephen joined the firm in 2007 following the merger of Ballarat Wealth Advisors which he founded some nine years earlier. Stephen has over 30 years' experience in the financial services and heads the financial planning team, specialising in investment life insurance products, managed investment schemes, investor directed portfolio service and superannuation.

My Specialties

SMSFWealth Management

Stephen McConville

Senior Manager - Business Advisory

Phone

(03) 5304 5700

Biography

Stephen has over 14 years' experience in accounting services and specialises in business and taxation services. He specialises in a range of business advisory areas including income tax, business structuring, fringe benefits tax, capital gains tax and GST.

My Specialties

Business Advisory

Stuart Brehaut

Partner - Lending and Finance

Phone

(03) 5304 5700

Biography

Stuart joined Crowe Horwath in 2011 having previously worked at the Westpac Banking Corporation for seven years. His expert approach enables you to save time and in most cases money, as our firm leverages off our relationship with lenders to deliver a competitive funding package to you.

My Specialties

Lending

Steve Vanderkley

Partner - Business Advisory

Phone

(03) 5304 5700

Biography

Steve has over 20 years' experience working with many industries that range from small businesses, through to multi-million dollar companies. Steve has been involved with providing tax structuring advice on business purchases, preparing forecasts and budgets and negotiating with lenders to ensure the most cost effective solutions.

My Specialties

Business Advisory

Terry Hodge

Associate Partner - Financial advice

Phone

(03) 5304 5700

Biography

Terry joined Crowe Horwath in 2014 having previously worked in Ballarat for 31 years at the CBA where he gained considerable experience in providing holistic financial advice to retail bank customers. With over 13 years' experience in financial advice, Terry now specialises in SMSFs, superannuation, asset allocation and direct investments.

My Specialties

SMSFWealth Management

Timothy Bodey

Partner - Business Advisory

Phone

(03) 5304 5700

Biography

With over 19 years' experience in accounting services, Tim specialises in business advisory, taxation and management accounting. Over a number of years, Tim has provided a wide variety of services across a number of industries including construction, development, medical professionals, and retail and hospitality.

My Specialties

Business Advisory

Alex Duonis

Partner - Tax Advisory

Phone

(03) 5304 5700

Biography

Alex joined Crowe Horwath in 2007 to provide a comprehensive range of tax consulting services to clients and internally within Crowe Horwath. During this time he has advised a mix of clients ranging from SME business operators, ASX listed entities, high net worth individuals, government bodies, and charities.

My Specialties

TaxTax Advisory

Andrew McDougall

Financial Adviser - Risk Specialist

Phone

(03) 5304 5700

Biography

With over 10 years' experience in the industry, Andrew provides specialist advice in the areas of business protection and personal insurance. Andrew has a diverse range of experience, having worked in a boutique family business and in a large corporate advisory firm in Melbourne.

My Specialties

Risk Insurance

Martin Thompson

Partner - Audit & Assurance

Phone

(03) 5304 5700

Biography

Martin has a wide range of experience across the public and private sectors. He is passionate about delivering quality assurance services in a practical, pragmatic way to ensure both his existing and potential clients are presented with innovative ways to reduce risk and meet compliance requirements.