Findex Bathurst

Office Address

157 George Street
Bathurst 2795 AU

Hours

Monday - Friday

8:30am - 5:30pm

Advisers in the office

Dean Porter

Managing Partner

Biography

Dean has over 10 years' experience in the accounting industry. Since joining Findex, Dean has enjoyed working with a portfolio of clients in varying industries using his broad experience and technical skills to assist with their business and tax planning, cash flows, business development and wealth creation strategies.

Ian Morgan

Associate Partner

Biography

Ian started at Findex in 2004. Ian places a high level of importance on working as a team with clients, working through issues with them and identifying solutions so that they can better achieve their goals.

Chris van den Berg

Adviser

Biography

Chris holds a Masters Degree in Applied Finance and a Graduate Diploma in Financial Planning. Chris joined Findex as an Adviser after many years working for the large Financial Institutions. Chris has extensive Financial Planning experience working in advice and other roles including managerial positions. Chris works closely with individuals to achieve their desired outcomes, focusing on all aspects of client financial planning goals and objectives.

My Specialties

Wealth Management

Sarah Faulds

Associate Partner

Biography

Sarah has over 20 years experience working as an accountant and 17 years with Findex. Sarah grew up in a family-run small business and is passionate about assisting and advising small business clients. Sarah enjoys working with a wide variety of clients and assisting them with business advice, including business planning and management and improvement, tax advice, structuring advice, preparing financial statements and tax returns. She also works with the SMSF Team, and is a licensed SMSF Adviser. Sarah is passionate about seeing her clients reach their financial and personal goals and works closely with clients to achieve their aspirations.