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Findex Colac

Address

175 Bromfield Street
Colac 3250 AU

Phone

(03) 5234 0200

Hours

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

Advisers in this office

Brian Simpson

Accountant

Phone

(03) 5234 0200

Biography

Navigating market changes can be challenging for any business. Brian’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.

My Specialties

AccountingTax

David Banham

Accountant

Phone

(03) 5234 0200

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.

My Specialties

AccountingTax

Hagen Schroeder

Adviser - Lending and Finance

Phone

(03) 5234 0200

Biography

Hagen has over 10 years' experience in relationship banking and asset finance, and now specialises in finance and mortgage broking. He has access to over 30 lending institutions, enabling him to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rate and loan conditions in the market place.

My Specialties

Lending

Jim Ennor

Partner - Lending and Finance

Phone

(03) 5234 0200

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.

My Specialties

Lending

Kate Borch

Adviser - Financial Advice

Phone

(03) 5234 0200

Biography

More people than ever are choosing to take greater control of how their super is invested. If appropriate for your circumstances, Kate can guide you through the establishment and ongoing management of your Self-Managed Super Fund (SMSF), as well as implement the most suitable strategy to help you meet your goals. With Kate by your side, you’ll be free to enjoy the benefits an SMSF brings; flexibility, control and efficiency.

My Specialties

SMSFWealth Management

Mark Jackson

Senior Manager

Phone

(03) 5234 0200

Biography

Mark has been with Crowe Horwath since 2006 and has over 10 years of accounting and business advisory experience. During this time, Mark has assisted a number of clients with their migration into the various cloud accounting programs.

My Specialties

AccountingTax

Michelle Hickey

Adviser

Phone

(03) 5234 0200

Biography

Michelle has in excess of 15 years experience in the financial services industry and currently holds a Diploma of Financial Planning. 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 7 years.

My Specialties

Risk Insurance

Peter Lemke

Partner - Financial Advice

Phone

(03) 5234 0200

Biography

Peter is a Principal in the Financial Advice team at the Colac office. Peter is a certified financial planner, and specialises in self-managed superannuation advice, wealth creation strategies and investment advice.

My Specialties

SMSFWealth Management

Scott Johnstone

Partner - Business Advisory

Phone

(03) 5234 0200

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.

My Specialties

Business Advisory

Simon Vaughan

Senior Manager - Lending and Finance

Phone

(03) 5234 0200

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.

My Specialties

Lending

Terry Lingard

Executive Managing Partner - Lending & General Insurance

Phone

(03) 5234 0200

Biography

Terry joined Crowe Horwath in 2002 having previously worked for Westpac Bank for 20 years. Along with his large financial advice and risk division role, Terry can value add in all facets of sales management, production analysis and risk management.

My Specialties

Lending

Troy Parker

Partner

Phone

(03) 5234 0200

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.

My Specialties

Business Advisory

Wayne O'Brien

Partner - Business Advisory

Phone

(03) 5234 0200

Biography

Wayne joined Crowe Horwath 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.

My Specialties

Business Advisory

Damian McVilly

Partner - Financial Advice

Phone

(03) 5234 0200

Biography

Damian has over 19 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'.

My Specialties

SMSFWealth Management