Findex map marker

Findex Brisbane

Address

Level 16, 120 Edward Street
Brisbane 4000 AU

Phone

(07) 3233 3555

Hours

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

Advisers in this office

Andrew McVinish

Associate Partner - Business Advisory

Phone

(07) 3233 3555

Biography

Andew began his career in professional services in 2009 and has since worked with a diverse client base, primarily made up of small to medium sized private and family owned businesses to identify opportunies for growth, cash flow and profit improvement. Andrew further assists his clients by providing strategic advice across all stages of the business life cycle.

Daniel Pearson

Adviser

Phone

(07) 3233 3555

Biography

Daniel is a qualified and experienced insurance broker, focused on providing tailored, cost effective solutions to help his clients safeguard their businesses, assets and livelihood. Partnering with businesses and individuals of all sizes, with particular expertise and interest in strata commercial, professional services, manufacturers, aviation and cyber threat.

My Specialties

General Insurance

David Gregg

Partner

Phone

(07) 3233 3555

Biography

Navigating market changes can be challenging for any business. David'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.

My Specialties

Business Advisory

David Ward

Senior Partner

Phone

(07) 3233 3555

Biography

David leads Crowe Horwath’s corporate finance team in Queensland. David has over 25 years of corporate finance experience, and it's his mission is to bring his strong commercial acumen and negotiation skills to any transaction. David delivers quality advice, whilst offering Crowe Horwath clients a high level of specialist advisory services.

My Specialties

Corporate Finance

Don Collins

Partner - Business Advisory

Phone

(07) 3233 3555

Biography

Don has a wealth of experience in providing taxation and commercial advice to businesses of all sizes across a wide range of industries. He specialises in the design and implementation of practical, strategic plans which encourage business growth and deliver direct,lasting benefits to his clients.

Greg Wanchap

Partner - Business Consulting

Phone

(07) 3233 3555

Biography

Greg has been with Crowe Horwath for more than 25 years. As a specialist in mergers and acquisitions, Greg provides strategic advice to a wide range of businesses, including corporations and privately owned businesses.

Jeremy Heeney

Lending Adviser

Phone

(07) 3233 3555

Biography

Over 15 years Lending experience and specializing in Residential mortgage lending, loan structuring, Retail and SME Business banking including Equipment finance. Financial expertise and knowledge is applied with tenacity and I think outside of the box. I provide sound advice to help with a great mortgage strategy for savings.

My Specialties

Lending

John Zabala

Senior Partner

Phone

(07) 3233 3555

Biography

With over 29 years’ experience, John is a Senior Partner of Crowe Horwath based in our Brisbane office and oversees all Assurance client work in Queensland. With extensive experience across a multitude of industries and specialist skills in the areas of external audit, assurance, risk management, and information technology, John is directly involved in all major engagements throughout Queensland. John has audit experience across a broad range of industries, with clients including ASX listed entities, public companies, large and small proprietary companies and not-for profit entities. He specialises in local government, health and aged care and not-for-profit entities. Additionally, John’s experience blends technical expertise with a commercial perspective to accounting issues, allowing him to provide practical “real world” advice.

My Specialties

Audit & Assurance

Kylee Valentine

Senior Partner - Business Advisory

Phone

(07) 3233 3555

Biography

A skilled strategist, Kylee is particularly adept at helping her clients articulate exactly what they want their hard work to achieve. Operating across a diverse range of industries, she draws all the elements which impact upon a business together, creating a strong accountable foundation from which it can develop and grow.

Kym O'Brien

Partner

Phone

(07) 3233 3555

Biography

Kym's professional background in providing structured retirement planning and risk advice spans over 20 years, having advised a wide variety of clients across a range of industries in this time. Kym believes in going above and beyond transactions to build genuine, tailored relationships with her clients.

Liam Hawkswell

Senior Manager - Corporate Finance

Phone

(07) 3233 3555

Biography

In a short space of time, a business can alter direction dramatically. As such, the right advice and pre-planning is crucial. From mergers & acquisitions to transactional services, capital markets advisory to valuations, Liam and the team aim to ensure that you are provided with flexibility in timing, scope and deliverables that you require.

My Specialties

Corporate Finance

Mark Reynolds

Partner - Tax Advisory

Phone

(07) 3233 3555

Biography

After 14 years of service, Mark was appointed principal in 2013. Mark provides practical advice that clients can use to improve their businesses. His strength lies in analysing issues to develop practical solutions for client’s structures, which - from conception to completion - the client can implement without unexpected consequences.

Mary O'Driscoll

Managing Partner

Phone

(07) 3233 3555

Biography

Mary’s 20 years' experience and excellent communication skills have enabled her to engage with clients to understand their specific needs and goals. She believes in taking an active, hands-on approach and has developed a reputation for always investing time in learning about her clients’ businesses to ensure their growth and success.

Mike McDonald

Principal

Phone

(07) 3233 3555

Biography

Mike has over 20 years of experience across many industries and sectors. He maintains specialist skills in the areas of external and internal audit, premium assurance, risk management, and information technology.

My Specialties

Audit & Assurance

Paul Fletcher

Partner - Business Advisory

Phone

(07) 3233 3555

Biography

Paul joined Crowe Horwath in 2007. He brings clients a wealth of knowledge derived from 16 years of accountancy experience and strong technical advisory skills for small and medium enterprises and family-run businesses. He aims to not only help clients achieve their business and personal goals, but to exceed them.

Peter Rimmington

Partner - Superannuation and SMSF

Phone

(07) 3233 3555

Biography

Peter has over 29 years’ experience in the industry. Peter’s clients include businesses in hospitality, manufacturing, transport and retail, as well as primary producers and individuals with self-managed superannuation funds. He advises clients on their numbers and the structure of their business, helping them make sound investments to ensure they meet their financial goals.

Richard Hoult

Principal

Phone

(07) 3233 3555

Biography

Richard has established his career over the past 25 years in providing a range of advisory services, including taxation compliance and advice (state and federal), business improvement advice (cash flow modelling, financial reporting and general management advice), developing enduring succession plans and advice, superannuation planning (retirement and other strategies) and other general business advice.

My Specialties

Business Advisory

Ross Patane

Senior Partner - Corporate Advisory

Phone

(07) 3233 3555

Biography

Ross joined Crowe Horwath 25 years ago and has held senior operations and management roles in the firm. He is a member of Crowe Horwath Global Corporate Advisors, and the firm’s National Corporate Finance Advisory Committee and National Property Advisory Committee. Ross brings a strong commercial and strategic focus to complex transactions, drawing on years of experience.

My Specialties

Business Advisory

Shannon Abbey

Adviser

Phone

(07) 3233 3555

Biography

Shannon has been working in the financial services industry for over 10 years and joined Centric Wealth in 2011 to provide technical and administrative support to advisers. Prior to this, Shannon worked as an accountant in the taxation and business advisory sectors, acquiring strategic knowledge and skills including tax minimisation, entity structuring and tax planning. Along with ongoing education, Shannon is committed to applying her experience and knowledge in order to provide quality strategic advice to clients to achieve the best possible outcomes. Shannon is passionate about building long term professional relationships and understanding each client’s individual needs to proactively service clients on an ongoing basis.

My Specialties

Wealth Management

Terry Verhaar

Associate Adviser

Phone

(07) 3233 3555

Biography

Terry has been working in the financial services industry and has been part of the Findex Group since 2014. He has extensive experience as a paraplanner and enjoys developing strategies to help his clients achieve their financial and personal goals and making a real difference in their lives. Terry’s technical skills and focus on wealth management makes him an invaluable member of the financial advisory team. Outside of work Terry enjoys an active lifestyle with a passion for travel and his favourite holiday spots being China and India. He encourages his clients to take a little ‘retirement’ each year from everyday life.

My Specialties

Wealth Management

Tony Marks

Principal - Tax Advisory

Phone

(07) 3233 3555

Biography

Prior to joining Crowe Horwath’s tax advisory group in 2010, Tony spent over 20 years working in tax consultancy for legal and accounting practices in Sydney and Brisbane. Tony works with a variety of clients across mining, property, financial, government and not-for-profit sectors, providing them with a wealth of experience and expertise.

Trevor Pascall

Senior Partner - Tax Advisory

Phone

(07) 3233 3555

Biography

Trevor brings a complete range of tax advisory services to all Crowe Horwath clients, large and small. As a highly respected tax advisory specialist, Trevor has significant, extensive knowledge in cross-border and international tax issues for both outbound and inbound clients

Celia Carroll

Phone

(07) 3233 3555

Biography

Celia Carroll has been a financial planning professional since 1995 and has been with Centric Wealth since 2004. Prior to joining Centric, Celia managed the financial planning business for Horwath NSW, providing advice and management for private clients of the accounting firm. Celia has also provided financial planning advice through Godfrey Pembroke and Permanent. In addition to advising private clients, Celia has held a number of management positions for Centric Wealth. These have included National Manager of Advisers, State Manager of Advisers for NSW and Manager of Strategic Relationships, the latter position involving working with our associated accounting and legal firms.

My Specialties

Wealth Management

Ryan Carroll

Phone

(07) 3233 3555

Biography

Ryan has worked in the Financial Services Industry for 13 years and is focused on building relationships with private clients for the long term. Ryan is passionate about helping clients achieve their lifestyle and financial goals. He enjoys developing long term partnerships with clients based on a clear understanding of their objectives, values and needs. As an Adviser for Centric, Ryan has access to market leading research and he is well supported by robust systems and administration.

My Specialties

Wealth Management

Stephen Latham

Phone

(07) 3233 3555

Biography

Steve’s early career was in corporate accounting and finance, developing valuable experience in taxation, fundamental investment analysis and financial risk management, including extensive offshore finance experience whilst residing in Switzerland. These skills were acquired during a lengthy stint in the 1980s with arguably Australia’s most successful entrepreneurial investment company, Industrial Equity Limited. In 1992, he elected to move from concentrating on the financial health of companies to the financial health of individuals and joined Bridges Financial Services where he became a member of the Investment Committee and assumed responsibility for advising the clients of the Managing Director. In 1995 Steve moved to Towers Perrin Financial Planning as National Senior Consultant and Director. He was subsequently approached and accepted the position of Executive Director/Head of Financial Planning and Wealth Management at UBS Warburg Private Clients. Steve then formed his own business, Credit New Holland (Wealth Strategists) prior to joining Centric Wealth.

My Specialties

Wealth Management

Voitek Biskup

Phone

(07) 3233 3555

Biography

Voitek has been advising clients for more than ten years. He has a broad business background that enables him to work closely with business owners and professionals at various stages of life with the aim of putting them and their families in a better financial position. He has a particular interest in working with other professionals such as accountants, estate planners, solicitors, business advisers and lenders to ensure the advice he provides is both comprehensive and well considered.

My Specialties

Wealth Management

Shane Blair

Phone

(07) 3233 3555

Biography

Shane has been working in the financial services industry for over 20 years. In that time, Shane has been exposed to a diverse range of clientele and their financial needs. Prior to joining Centric Wealth, Shane has held various client management positions at BT Financial Group, Colonial First State and ING. Shane also worked in London and Ireland for a 7 year period. Shane’s strength lies in his ability to listen, understand and identify his client’s financial and lifestyle objectives. He believes that being positive, proactive and service orientated are key in setting the foundation for long lasting client relationships.

My Specialties

Wealth Management