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Findex Coffs Harbour

Address

107 West High Street
Coffs Harbour 2450 AU

Phone

(02) 6653 0850

Hours

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

Advisers in this office

Brett Burley

Senior Manager - Business Services

Phone

(02) 6653 0850

Biography

Navigating market changes can be challenging for any business. Brett's goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From start-up through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.

Caroline Tyler

Associate Partner

Phone

(02) 6653 0850

Biography

Caroline is dedicated to helping clients achieve their financial goals. Whether that be to provide children with the best education, a once in a lifetime holiday or to simply prepare for retirement, Caroline provides personalised service to suit individual needs. Over the past 17 years, Caroline has helped many small and medium enterprises, non listed companies with international transactions and individuals from the medical, agricultural and property industries achieve their financial goals.

Peter Nevell

Partner - Tax Advisory

Phone

(02) 6653 0850

Biography

Navigating market changes can be challenging for any business. Peter's goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From start-up through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.

Richie Sorensen

Financial Adviser

Phone

(02) 6653 0850

Biography

As an experienced Financial Adviser, Richie focuses on client education. By empowering clients to make informed decisions, he helps clients to reach their financial goals sooner. With more than 14 years in the financial services sector, Richie is qualified to provide financial advice that is specific to personal situations. He works with clients at any stage of life, especially those preparing for retirement.

Robert Caldwell

Managing Partner

Phone

(02) 6653 0850

Biography

Robert has 18 years' experience as a practicing accountant. His expertise lies in business start-ups, valuations and business exit strategies, as well as the implementation of appropriate tax and business structures and personal asset protection.