Findex Brisbane

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.

Biography

Kylee Valentine is a Senior Partner in the Accounting and Tax division at Findex, with over 20 years of experience working with small to medium-sized businesses, Kylee has built a reputation for delivering practical and effective solutions that help businesses grow and thrive.

Kylee has a broad range of experience in business management, cashflow strategy and KPI setting. She has worked with clients in a variety of industries. Her approach is always tailored to the unique needs and challenges of each individual business, and she prides herself on delivering practical, actionable advice that drives real results.

Kylee’s expertise in franchising has been particularly valuable to many of her clients. She has worked with established franchise brands to optimize their operations and improve their profitability. Kylee is known for her ability to develop strong relationships with business owners, helping them to navigate the complex legal and financial requirements of their business models.

Overall, Kylee Valentine is a talented and experienced business consultant who has made a significant impact on the small to medium-sized business community in Brisbane and beyond.

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.

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.

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.

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.

Biography

Paul joined Findex 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.

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.

Biography

Joining Findex in 2014, Terry has extensive experience as a wealth management adviser. His passion is developing tailored strategies to help his clients achieve their personal and financial goals, in turn, making a real difference in their lives. Terry’s expertise and continued focus on wealth management make him an invaluable member of the financial advisory team. Terry holds a Bachelor of Commerce majoring in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional, which is the highest financial planning designation recognised worldwide, and an Accredited Aged Care Professional™. Outside of work, Terry enjoys an active lifestyle full of travelling, with his favourite destinations being China and India. He encourages his clients to embrace his appetite for travelling, suggesting they take a ‘mini-retirement’ each year to escape from everyday life.

Biography

Prior to joining the Findex 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.

Biography

Biography

Shannon has been working in the financial services industry for over 10 years and joined Findex 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.

Biography

Charlotte is a chartered accountant with over 20 years of specialist experience in Superannuation and holds a bachelor’s degree in commerce. As a Senior Client Manager at Findex, she helps trustees navigate the complexity of the compliance requirements within the Australian superannuation legislation. Charlotte works closely with her clients to manage their SMSF and helps them avoid common pitfalls.

Biography

Danielle is a Director of the Findex Community Fund, and is the driving force behind it's $2.5 million charitable footprint across Australia and New Zealand. Danielle has also lead the build of Findex's first ever sustainability strategy with a focus on empowering innovative and inclusive communities and to support a thriving environment for generations to come.

Biography

Emma holds a Bachelor of Commerce majoring in both Financial Planning and Accounting. Emma started working at a boutique firm on the Sunshine Coast in 2013 dealing predominantly with insurance.

Emma has been a valued employee of Findex since 2015. Her previous experience in both client services and paraplanning and high attention to detail will allow her to deliver insurance advice specific to the clients’ needs to ensure their long term goals are being achieved.

Emma lives in North Brisbane with her husband Cory, their daughter Olivia and dog Pippa. Outside of work, Emma enjoys spending time with her friends and family, eating great food, reading books and watching movies.

Biography

Georgie has been with the Findex group for 10 years, and throughout this time has focused on delivering a range of services including accounting, taxation compliance and general advisory services. Georgie prides herself on strong attention to detail, building genuine relationships with clients and providing advice in a clear and easy to understand manner.

Biography

Greg established his own business as a specialist Life Risk adviser in 1995 and later he merged his business with three other SEQ based financial advisory practices but after a change in circumstances, he decided to exit this business in 2007. Greg has been working in several corporate roles in the financial services industry since including as head of an AFSL for 10 years. Greg has more recently been providing risk advice to high-net-worth individuals and businesses and is passionate about understanding a client’s circumstances and providing tailored risk advice so they can protect what's important to them. Greg has a Diploma of Financial Planning from Deakin University and is currently undertaking the Graduate Diploma of Financial Services. Greg is married to Jen, and they have two children – Madeleine and Hayden. Apart from family, Greg’s interests include ultra-running (when the body allows!) and looking after an ever-growing food forest on their 5-acres near Samford.

Biography

With over 30 years’ experience, John is a Senior Partner 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.

Biography

Luca leads Crowe Australasia’s transfer pricing practice across Australia and New Zealand, bringing with him over a decade of experience as a transfer pricing and international tax adviser.

Luca provides transfer pricing compliance, planning and controversy services to clients, ranging from companies expanding into their first foreign market, to managing global transfer pricing documentation and policies for large multinational corporations.

Biography

Maria is an experienced Audit Partner with a demonstrated history of working in the accounting industry as a Certified Practicing Accountant and is an ASIC registered SMSF Auditor.

With over 25 years of experience in various areas including business, taxation, general accounting, compliance and SMSF Auditing, Maria has a broad set of accounting skills and business knowledge to apply to her SMSF auditing work and has seen an extensive variety of issues in the SMSF auditing sphere over various years.

Biography

Matthew has worked in the financial services industry since 2020, continuously and steadily building his knowledge and experience in this rapidly evolving industry. Matthew enjoys meeting new people and understanding their values, aspirations and goals to build long-term relationships with them. Through working with a team of professionals including accountants, solicitors, and lending specialists, Matthew aims to utilise his knowledge to get the best outcome for clients. Matthew looks forward to supporting his clients in their financial planning journey. In his personal time, Matthew enjoys travelling to different countries exploring various cultures and experiencing a wide range of live entertainment and the arts.

Biography

Michelle is a seasoned financial leader with a robust background in driving strategic initiatives and fostering business growth. With over 16 years’ commercial experience in establishing and cultivating high-growth businesses in both Australia and New Zealand, Michelle brings a dynamic mix of entrepreneurial spirit, strategic advisory skills and financial management to the forefront.

Michelle’s expertise extends to designing scalable business strategies, building and leading high-performing finance teams, and delivering impactful financial management solutions that enhance organisational performance. Michelle has also successfully lead engagements in corporate strategy and business model design, finance function reviews, capability uplift programmes and delivers ongoing VCFO advisory services.

Biography

Morag works with clients of all shapes and sizes to make their business better. Whether that be making tax compliance straightforward, finding the right tailored solution, or helping stakeholders deliver value directly to the right people without being caught up in unnecessary complexity.

Biography

With over 20 years of experience as a corporate finance partner, Ross is focused on working with clients to guide them in their strategic decisions to achieve success.

Ross brings a strong commercial and strategic focus to complex transactions, drawing on years of experience acting as the lead advisor in mergers and acquisitions, valuations, due diligence, structured finance deals, investment management, and debt and equity capital markets transactions. His clients include governments, large privately-owned businesses, private equity firms, and high net worth individuals, both in Australia and overseas. These clients operate in a range of sectors, including agribusiness, biotechnology, commodities, financial services, mining services, property and construction, and renewable energy.

Qualifications and Professional Memberships:

• Chartered Accountants Australia and New Zealand (CAANZ)
• Bachelor of Business (Accountancy)
• AICD Company Directors Course
• Graduate Diploma in Applied Finance (FINSIA)
• Advisory Board Centre Certified Chair Executive Program

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, Ryan has access to market leading research and he is well supported by robust systems and administration.

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.

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.

Biography

An experienced & trusted adviser of 20+ years, I enjoy what I do, providing quality advice in the best interests of the client, empowering them to make better decisions with confidence and clarity.

Biography

Todd works with a diverse client base, primarily made up of small to medium sized private and family owned businesses to identify opportunities for growth, cash flow and profit improvement. Todd further assists his clients by providing strategic advice across all stages of the business life cycle.

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.

Biography

Wicus has over 15 years of experience across many industries and sectors. He maintains specialist skills in the areas of external audit; particular in the Education, Not-For-Profit and Financial Services sectors and also Family owned businesses.

Biography

Taf is an Associate Partner working across Toowoomba and Brisbane locations.

Over the last 15 years, Tafadzwa (Taf) has worked across several countries in Africa, the Middle East, the USA and Australia.

His experience in external audit spreads across clients of varying profiles, covering the growing entities right up to Australia Stock Exchange (ASX) and New York Stock Exchange (NYSE) listed multi-national corporations.

Taf has worked well with his clients that are in sectors that include construction, education, energy, local government, manufacturing, not-for-profits and real estate.

Taf is involved in training the next generations of chartered accountants through his work as a mentor, marker and academic support for the institute, CAANZ.

He enjoys spending time with his wife Tinashe and their 2 boys. He wishes his golf game matched his love for the sport