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

As the leader of the Wealth Division, Jamie has an exceptional management and leadership style which is reflected in an enthusiastic and talented team, dedicated to achieving results.

Jamie is a strong communicator and responsible for executing delivery of the Findex vision to all our people and clients. With over 20 years of experience in the industry, Jamie leads his team by example, demonstrating high standards, and is driven to exceed client expectations.

Jamie is actively involved in his community and enjoys watching his children play sport or water skiing with family and friends in his hometown of Mildura in regional Victoria. He is a keen sportsperson, and an asset to the Findex team.

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

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

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."

Office: Adelaide

Qualifications: Master of Financial Planning

Biography

Raj started his journey in the financial service industry in 2010. As a Financial Adviser Raj enjoys working with clients of all ages, from young accumulators through to retirees, including families and business owners. With over 10 years of experience Raj has the passion, knowledge, and interpersonal skills to understand his client’s goals, then position them to best achieve those goals – whether they be financial or personal.

Raj appreciates the importance of having a close trusted relationship with his clients and understands that no two clients are the same. His commitment is to provide high-level customer experiences by matching his client’s needs with advice and strategic plans to help reach their goals. Raj says, “being able to connect with your clients and understand their needs and financial situation is much more than just understandings their numbers”.

Outside work Raj thoroughly enjoys gardening as he believes it is good for your health and mindset. Raj is based in Mildura (main office), Broken Hill, and Melbourne.

Qualifications and Memberships:

- Master of Financial Planning

- Certificate IV in Superannuation

- Financial Adviser Industry exam

- Member of Financial Planners Association & Tax Practitioners Board