Findex Canberra

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.

Biography

Pip works across a number of locations, covering Canberra and the Central West. She commenced her career over 14 years ago as a graduate accountant in Wellington NSW, becoming a partner more recently after building knowledge and experience across a wide variety of industries. She is particularly passionate about supporting rural and regional areas and the vast array of clients that comes with this. Having grown up on the family farm, the agricultural industry is especially close to her heart. Pip has expertise in preparing financial reports and tax returns, budgeting and cash flow reporting, cloud accounting and cloud business management software, providing advice to clients including succession planning and has walked with clients through various stages of their business lifecycles and personal lives. Pip has a strong network which allows her to connect clients with other experts as the need arises.

Biography

Aruna is a highly qualified advice professional with more than 21 years’ experience in the financial services industry. She has held several positions in retail banking and for the past 14 years in financial planning.

Aruna is passionate about delivering quality advice and having a positive impact on clients and on the industry. She effectively works with clients to provide tailored advice to meet their financial goals while building strong client and stakeholder relationships.

Biography

Behrang (Kesh) has been in the finance industry for the past 18 years. He has been providing financial advice since 2011.

He holds a Bachelor of Electrical Engineering & Masters in Finance and has held Senior financial advising roles across different businesses and licences over the past 11 years.

His expertise lies in providing complex holistic advice across all facets of financial planning, ensuring Best Interest duty is demonstrated as the foundation of advice provided.

When not providing advice, he can be found hanging out with his spoodle puppy (Layla) & domestic medium hair kitten (popsicle) ensuring some type of order is maintained.

Biography

Brett is a highly respected expert on superannuation, retirement planning (including Centrelink) and wealth building strategies. After completing his Agricultural Science Degree from the University of Melbourne, Brett furthered his studies with a Graduate Diploma of Financial Planning from FINSIA.

He has now been working in the financial planning profession for over 17 years and brings an abundance of experience gained over that time and is well positioned to help you create, grow and protect your wealth.

Brett enjoys seeing his clients loving life and living out their dreams.

Biography

Kevin has been working in the financial services industry for over 12 years. During this time, he has worked in both Ireland and Australia gaining experience in boutique and larger financial services firms. He has held positions in high net wealth client services, corporate pension administration and financial planning. Kevin joined Findex in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing financial plans and providing ongoing technical support for advisers. Kevin moved back into a client facing adviser role in 2017 and services clients from Canberra to Sydney. Kevin has completed several academic qualifications in financial planning and uses this technical knowledge, combined with his workplace experience, to provide high quality strategic advice to clients. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for clients. Kevin's main offices are Sydney and Canberra.

Biography

Michelle has been working in the financial services industry since 2002 and holds a Master of Financial Planning qualification. Michelle is passionate about the financial wellbeing of her clients and feels it is important to take the time to understand their individual lifestyle and financial goals and objectives.

Biography

Stuart is a highly experienced Financial Planner who enjoys helping clients realise their financial goals by providing quality tailored advice. With over 20 years in the financial services industry working with a wide range of clients, Stuart is confident he has the necessary skills and knowledge to help you put a workable plan in place to achieve your financial objectives.

Achieving great outcomes for his clients has been fundamental to Stuart’s successful career so far. He takes the financial wellbeing of every client seriously and strives to get those who go through the advice process with him into a stronger position year after year.

Biography

Tuan holds a Bachelor of Commerce (Finance) and is a Certified Financial Planner with over 22 years’ experience in the financial planning industry. Through a variety of roles including investment banking, boutique firms, and owning his own financial planning business, Tuan has gained a board range of knowledge in all aspect of financial planning.

Tuan is committed to building long-term relationships with his clients to identify their priorities and develop tailored solutions that align with their financial goals. By employing a partnership approach, Tuan has found that his clients develop a greater understanding of the financial planning process and how it can help them grow and protect their wealth.