Findex Colac

Biography

Damian has over 21 years' experience and provides advice in retirement planning, superannuation and share trading. His exceptional client service standards have previously been referred to in the national financial planning magazine 'Smart Investor'. Damian also specialises in SMSF Limited Recourse Borrowing Arrangements (LRBA). Damian works across four offices Torquay, Colac, Geelong and Melbourne.

Biography

Navigating market changes can be challenging for any business. David'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

Kate has worked within the Finance and Accounting Industry since graduating in 1999. Kate specialises in providing comprehensive wealth creation and retirement advice tailored to a client's personal needs and objectives, working with a broad spectrum of clients including young professionals, retirees, individuals, families and business owners. Qualifications: BCom CPA MFinPlan

Biography

Mark has been with Findex since 2006 and has over 10 years of accounting and business advisory experience. In this time, Mark has advised clients across a number of industries, including agriculture, construction, wholesaling and professional services. He enjoys assisting clients as they start their business and also with their migration into the various cloud accounting programs.

Biography

Michelle has in excess of 20 years’ experience in the financial services industry and currently holds a Diploma of Financial Planning. She has also completed the Financial Adviser exam to meet the new industry standards. Over the years Michelle has had varying roles in the Financial Planning team in Colac. Michelle now specialises in Risk Insurance and has been working closely with the team for the last 10 years.

Biography

Biography

Working out of the Colac office, Scott has over 20 years' experience in rural and commercial areas. Scott works with a full spectrum of clients both large and small tailoring his business advisory services to specifically meet client and industry needs.

Biography

With over 25 years' experience, Simon has considerable management knowledge in all facets of lending and finance. His speciality areas include commercial, rural, home and investment and equipment lending.

Biography

Troy joined Crowe Horwath in 2002 having previously worked with the Commonwealth Bank for 3 years. Troy has over 10 years' experience in accounting services and now specialises in business and taxation services acting for small to medium enterprises. He has extensive experience dealing with the retail trade, dairy farming and professional services sectors.

Biography

Wayne joined Findex in 1987. Wayne’s involvement as a board member of Colac’s two largest employers provides local expertise on a broad range of business, financial and workforce issues that is invaluable for small business advisory and financial analysis projects.

Biography

Jim is the founder of the Crowe Horwath lending and finance broking model that was launched Australia wide in 2002. This, along with an additional 33 years' experience, enables him to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rates and loan conditions in the market place.

Biography

Amanda joined Findex in 2018, having previously worked in the commercial sector and other small public practice firms over the last 20 years. 

Amanda brings a wealth of knowledge beyond just tax advice including small business start-up assistance, cloud accounting training, troubleshooting and migration, payroll experience, not for profit & incorporated entity advice as well as general business advisory projects.

Amanda’s goal is to pass on her knowledge to assist junior staff members and ensure clients can report their business data seamlessly

Biography

Jan has over 20 years of experience in the finance industry and holds a Diploma of Finance & Mortgage Broking Management.

Jan has broad experience and knowledge in personal loans and equipment finance with access to over 25 lenders, but her expertise is in home loans.

With Jan's pragmatic approach, she negotiates on behalf of clients to help them obtain the best suitable loan.

Biography

Mark has been with the firm for 20 years, based in Colac he also manages the Geelong and Torquay offices.

As Executive Managing Partner, Mark collaborates closely with the senior executive group working to deliver proactive services to all Findex clients via the family office model.

Mark’s expertise is in accounting and business advisory and he strives to deliver superior client service and simple, practical commercial advice for his clients.

His extensive knowledge includes experience in business structuring and planning, taxation advice, small business Capital Gains Tax Advice, cashflow forecasting, budgeting and modelling of financial statements across multiple industries.

Biography

Michael has over 10 years’ experience in business advisory. He has advised clients across a broad range of industries including retail, construction, agriculture and professional services. Michael enjoys working closely and proactively with clients to help them achieve their personal and business goals. Michael works across three offices Colac, Lorne and Torquay.

Biography

Nelan’s goal is to help you identify opportunities at any stage of your financial life cycle, from start-up through to expansion we can help you grow your business. Nelan has advised clients across a number of industries including agriculture, construction, retail and professional services. He enjoys working closely with clients as they start their business and also with their budgeting, cashflow forecasting and migration into the various cloud accounting programs.

Biography

Rachel has over 10 year's experience in the finance industry and holds a Diploma of Finance & Mortgage Broking Management.

Rachel works as part of our high performing finance team in the South West and is known for her attention to detail and expertise in the residential lending and asset finance space.

Biography

Rebecca has worked with Findex since 2016 providing expert assistance to Senior Commercial Advisers and building solid relationships with local clients.

She was born and raised on a stud sheep farm in the heart of the Western District and has a strong interest in the farming industry.

Rebecca strives to understand each client’s individual needs and works hard to find the best outcome.

Biography

Tony has over 25 years experience with Findex in Accounting and Business Advisory services and taxation services. Tony has a strong technical knowledge in taxation, GST, capital gains taxation, companies and providing advice on business structures.

Tony enjoys helping clients on a hands on basis to achieve their goals.

Biography

David has worked in the financial planning industry since 2011 and is passionate about understanding and forming long term relationship with his clients.

As a Certified Financial Planner, David thrives on having meaningful discussions with his clients identifying their lifestyle aspirations, financial objectives and personal values. He specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs and, via regular review, ensuring these strategies continue to meet these needs.

Biography

William is an Adviser within the Wealth Managements team based in Geelong and Colac. He can offer advice in relation to investments, superannuation and retirements planning to help client'sreach their financial goals.