Findex map marker

Findex Berri

Address

7 Riverview Drive
Berri 5343 AU

Phone

(08) 8582 1955

Hours

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

Advisers in this office

Hayden Cawse

Partner

Phone

(08) 8582 1955

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.

Steven Inglis

Partner

Phone

(08) 8582 1955

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.

Shane Fitzsimmons

Associate Partner

Phone

(08) 8582 1955

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. 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 the Riverland and Broken Hill regions regularly to meet with new and existing clients. Offices: Mildura (main), Loxton, Berri, Broken Hill

My Specialties

Wealth Management

Hagen Schroeder

Adviser - Lending and Finance

Phone

(08) 8582 1955

Biography

Hagen has over 10 years' experience in relationship banking and asset finance, and now specialises in finance and mortgage broking. He has access to over 30 lending institutions, enabling him to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rate and loan conditions in the market place.

My Specialties

Lending and Finance

Richard Asquith-Charlton

Associate Partner

Phone

(08) 8582 1955

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

Wayne Bradbrook

Associate Partner

Phone

(08) 8582 1955

Biography

Wayne works together with his clients to prepare and implement comprehensive risk management strategies; in particular Life Risk insurance products within superannuation, and stand alone Life, TPD, Trauma, Income Protection and Business Expenses insurance to meet their lifestyle and financial objectives. Wayne is a sports person at heart and enjoys most sporting activities. Away from his professional environment, Wayne is a family man with two beautiful daughters.

My Specialties

Risk Insurance