Findex Coffs Harbour

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.

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 client needs. Since starting in the industry in late 1999, Caroline has helped many small and medium enterprises, non listed companies with international transactions and individuals from the medical, trade, agricultural and property industries achieve their financial goals.

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.

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 over 20 years' of experience 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.

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.

Biography

Tony has had over 10 years' experience in the financial services industry and holds Certificate III, Certificate IV and Diploma of Finance and Mortgage Broking Management.

Over the years, Tony had held specialist positions in retail and business banking. For the most recent 2 years in residential home lending. He has diverse experience and broad knowledge that enables him to provide expert lending solutions to achieve his client's needs and goals.