Findex Broken Hill

Biography

Chris is a well-known business adviser with an uncompromising standard for excellence and passion to deliver the best outcomes. He is passionate about his staff, the services he can offer and his clients, and has a trong understanding of what his clients need to be successful in their business.

Biography

Jamie joined Crowe Horwath in 2008. Jamie prides himself on being punctual and extremely attentive to his client's needs. Treating his client how he expects to be treated is priority.

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

Biography

Tim has over 20 years’ experience in the financial planning industry. He has completed a Bachelor of Economics through the University of Newcastle, holds a Diploma in Financial Planning through Deakin University and is an accredited CERTIFIED FINANCIAL PLANNER®. Tim has successfully completed the educational requirements to be a FASEA compliant adviser. Tim’s focus is helping clients achieve their lifestyle and financial goals. Tim achieves this through tailoring personalised recommendations that allows clients to clearly understand the advice and have confidence the actions taken are in their best interest. The advice aims to provide peace of mind that the clients needs will be met both now and in the future. Advice and strategy solutions can include areas such as superannuation, retirement pensions, portfolio construction and cash flow management. Offices: Mildura (main) and Broken Hill

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

Daniel is a General Insurance Adviser located in our Mildura office but also services our clients in South Australia and Broken Hill. Daniel is very passionate about finding the best possible outcome for his clients.

Biography

Ian entered the Financial Services industry in 2014 after an extensive history in people/client management for large Adelaide businesses. Ian works with all ages from young accumulators through to retirees including families and business owners. He provides advice from basic, specific plans to holistic strategies encompassing a range of recommendations. Working with people is a passion for Ian and he enjoys close relationships with his clients who appreciate his genuine nature. "It's important to me for my clients to be comfortable with who they are talking to, the strategy used and how they are invested. They need to trust their Adviser and understand the benefits from receiving advice." Offices: Mildura (main), Broken Hill, Robinvale and Ouyen Qualifications: Graduate Diploma of Financial Planing