Findex Berri

Biography

Hayden joined Crowe Horwath in the business advisory group in 2012. He brings clients a wealth of knowledge derived from many years of accountancy experience and strong technical advisory skills for small and medium enterprises and family-run businesses.

Biography

Shane joined Findex in 2012 and has worked in the financial services industry for almost 20 years. In this time, Shane has gained extensive knowledge across numerous lines of financial services and wealth management, and completed his Graduate Diploma in Financial Planning. Shane enjoys the close and trusted relationship he holds with many clients and is focused on supporting clients in all stages of life, from growing and protecting wealth to assisting in generating client’s income needs in retirement. Shane believes having a Financial plan and setting realistic goals is vital to allowing clients to have financial freedom in retirement. “I want my clients to pick their retirement date, rather than having it picked for them from a lack of long-term planning”. Shane lives in Mildura and travels to Broken Hill regularly to meet with new and existing clients. Offices: Mildura (main), Broken Hill

Biography

Steven has been in the financial services industry for over 30 years & is a well qualified CPA whose speciality areas are Capital Gains Tax, Tax Minimization & Tax Planning as well as general small business advice. Steven has a special interest in dry land farming having spent his childhood years on a farm. Having been part of the Riverland community for over 30 years, Steven also has expertise within the fruit growing industry. He is a family man with strong family values & he relates well to people with challenges in all stages of their business lives.

Biography

Hagen Schroeder has been a finance professional for almost 20 years. He has extensive experience as a commercial banker with a major Australian bank, and has advised businesses in a wide range of industries including agriculture, mining, civil construction, retail, hospitality, engineering & transport.

Hagen joined Findex in 2012, and now works alongside Findex's highly skilled advisers in providing advice to individuals and businesses in all areas of lending including residential mortgages, reverse mortgages, property development, commercial & industrial property purchases, debt restructuring, vehicle & equipment finance, Self Managed Super Fund borrowing and rural finance.

Hagen holds a Bachelor of Finance, a Masters of Applied Finance, a Diploma of Finance and Mortgage Broking Management, and is a current member of the Mortgage & Finance Association of Australia.

Please contact Hagen should you have a lending related enquiry - we would welcome the opportunity to meet and assist you.

Biography

Richard is a Chartered Accountant, accredited by the SMSF Association as an SMSF Specialist Adviser. Richard specialises in providing advice and accounting services for self-managed superannuation funds. Providing compliance and advice solutions to assist trustees in achieving their retirement goals