Findex map marker

Findex Canberra

Address

1/55 Wentworth Avenue
Kingston 2604 AU

Phone

(02) 6260 4545

Hours

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

Advisers in this office

Christopher Parkinson

Partner

Phone

(02) 6260 4545

Biography

Chris is the managing partner in Canberra. Chris provides taxation, business structuring and planning, small business and capital gains tax advice to clients across a diverse range of industries.

My Specialties

Business Advisory

Philippa Conn

Associate Partner

Phone

(02) 6260 4545

Biography

Pip currently works as a Business Adviser in the Findex Canberra office. Pip works with a range of clients and specialises in the areas of agriculture and retail trade. She assists her clients with preparing and planning their tax, as well as business advisory services.

Tony Peel

Adviser

Phone

(02) 6260 4545

Biography

Anthony has over 19 years of experience in providing financial advice and holds an Advanced Diploma in Financial Services. Anthony is experienced in providing risk protection solutions to families, business owners and farmers. Anthony’s knowledge and experience allows him to create tailored strategies to achieve his client’s protection goals.

My Specialties

Risk Insurance

Kevin McGrath

Associate Partner

Phone

(02) 6260 4545

Biography

Kevin has been working in the financial services industry for over 10 years. During this time, he has worked in both Ireland and Australia, and gained experience in both boutique and larger financial services firms. He has held positions in high net wealth private client and corporate pension administration. Kevin joined Findex in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing strategic financial plans and providing ongoing technical support for advisers in relation to financial planning strategies and governing industry legislation. In 2017, Kevin transitioned back into a client facing role joining the Findex Adviser team focusing on the provision of high quality financial advice specific to each of his clients needs and personal circumstances. Over the years, Kevin has completed a number of academic qualifications in financial planning in both Ireland and Australia and uses this technical knowledge, combined with his workplace experience, to construct and implement strategic financial plans. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for his clients. Kevin's main offices are Sydney and Canberra.

My Specialties

Wealth Management

Sara Caggiano

Phone

(02) 6260 4545

Biography

Sara has worked in various roles across the financial services industry since 2004. She has valuable experience in advising financially successful individuals and families on how to build, protect and manage their wealth needs. Her clients include senior public servants and Defence personnel, busy professionals and executives, as well as successful business owners. Sara is passionate about helping people achieve their goals and aspirations. She prides herself in developing long term partnerships with her clients and puts their interests first in providing tailored and holistic financial advice.

My Specialties

Wealth Management

Scott Redpath

Phone

(02) 6260 4545

Biography

Scott has been working for the Findex group since 2006 and has gained valuable experience in advising both retirees and wealth accumulators. Scott is married and his interests include renovating houses, social golf and spending time with family and friends.

My Specialties

Wealth Management

James Ellis

Phone

(02) 6260 4545

Biography

James has been working in the financial services industry since 2008. James holds a Bachelor of Business majoring in Accounting, Diploma of Financial Services (Financial Planning) and is also a CERTIFIED FINANCIAL PLANNER® professional with the Financial Planning Association of Australia (FPA). James’ growing experience will enable him to create financial strategies to meet clients’ needs now and into the future.

My Specialties

Wealth Management

Bradley Waters

Phone

(02) 6260 4545

Biography

Brad has been working in the Financial Services Industry for a number of years, commencing employment with a highly successful boutique Financial Planning firm, and then within the banking sector. During this time, Brad has obtained extensive experience and has excelled in a number of roles which uniquely positions him to serve his clients.

My Specialties

Wealth Management

Tony Scott

Phone

(02) 6260 4545

Biography

Tony joined Centric Lending in March 2016 and has been involved in the Lending industry since 1994. Tony holds a Diploma of Finance and Mortgage Broking Management. Tony is experienced in a wide variety of lending products. His experience ranges from positions in a major bank to small accounting and financial planning firms culminating in his position with Centric Lending.

My Specialties

Lending

Antony Whipp

Associate Partner

Phone

(02) 6260 4545

Biography

Antony (Tony) began his career in the financial planning industry in 2000. Prior to providing advice he gained industry experience as a para-planner and compliance and investment research officer. Tony started providing personal financial planning advice to clients in 2004. Prior to joining Findex, Tony was a senior adviser at a boutique financial planning firm, having worked there for over 16 years, where he specialised in retirement planning. Tony has a passion for helping people achieve their lifestyle objectives and building deep long-lasting relationships with clients. Tony has a diverse background with over 10 years combined experience in construction, property development, earth moving and transport. This experience provides Tony with insight and understanding regarding the diverse sets of goals and objectives articulated by his clients.

My Specialties

Wealth Management

Sean Ryan

Managing Partner

Phone

(02) 6260 4545

Biography

A financial services professional with more than 20 years’ experience in the ACT and surrounding regions, Sean has advised a diverse range of clients in both boutique and institutional practices. He now enjoys sharing that experience with a team of dedicated professionals in the Findex Canberra office. Sean knows the key to good advice lies in the quality of client discussions. Taking the time to listen and form a thorough view of each client’s unique situation, needs and aspirations is fundamental to providing effective, carefully considered advice. Sean understands the privilege of playing a meaningful role in our clients’ lives, and takes great satisfaction from setting out a clear path to meet their future objectives.

My Specialties

Wealth Management

Jonathan Bonnett

Associate Partner

Phone

(02) 6260 4545

Biography

Jonathan has extensive experience in the wealth management industry, and has been a provider of Financial Planning advice to high net worth individuals and affluent families during this period. His clients were a mix of residents of Australia and overseas. Jonathan’s experience and knowledge combined with the resources of Findex Group of Companies are a perfect combination to assist in the development and implementation of strategies to assist his clients achieve their financial goals. Jonathan has a MBA, BA in Administration in addition to Post Graduate qualifications in Financial Planning. Furthermore Jonathan has a Diploma in Financial Markets and Specialist accreditation for Self Managed Super Funds.

My Specialties

Wealth Management

Michael Simmons

Adviser

Phone

(02) 6260 4545

Biography

Michael prides himself on working in the very best interest of clients and tailoring solutions to meet their needs. He understands that investing in super is not without its pitfalls or traps, which include higher tax if you exceed certain contribution caps as well as restrictions on access. There have been many changes to superannuation over the years which make keeping up to date with the superannuation laws an increasingly onerous task. He also recognises, that developing a quality relationship that adds genuine value to a client’s situation, whatever the circumstances, will give them confidence and peace of mind that they are supported, every step of the way. Planning early is the best way to ensure you’re working towards the retirement you want.

My Specialties

Wealth Management

Jane Li

Associate Adviser

Phone

(02) 6260 4545

Biography

Jane has been working in the Financial Services Industry for several years, commencing with a highly successful boutique Financial Planning firm and then moving across to Findex at the beginning of 2016. During this time, she has held various positions and has continued to progress her career through all facets of the business. Her approach is caring, honest and objective, providing professional individually tailored advice to deliver medium to long term results. Jane also has experience with both retired clients and wealth accumulators. Her main areas of expertise include: - Personalised wealth accumulation and strategic advice - Tax efficient pension planning - Aged care planning - Reviewing and restructuring investment portfolios - Cashflow and debt management - Asset protection and tax efficiency Education Qualifications & Professional Memberships: - Master of Commerce (Banking and Finance) - Diploma of Financial Planning - Advanced Diploma of Financial Planning - Certified Financial Planner (CFP) - Accredited Aged Care Professional

My Specialties

Wealth Management

Trish Gregory

Adviser

Phone

(02) 6260 4545

Biography

Trish is a Financial Adviser in Canberra passionate about helping people work towards financial security, however that might look for them. With a love of numbers dating all the way back to primary school (she used to reconcile her parent’s credit card statements for fun), she enjoys getting into the weeds of her client’s finances to help them make the most of the available financial opportunities. As the wife, daughter and sister of military veterans, she has a particular interest in supporting military members, veterans and their families with their financial affairs. Trish understands that the financial system can be quite complex, and knows her clients are better off having her as a trusted adviser on their side. Trish is the mother of 3 young children and is passionate about family, sustainability, supporting her 8-year-old with his entrepreneurial journey in soap-making, and financial independence.

My Specialties

Wealth Management