Findex Geelong

Biography

Adam joined Findex in 2013 having previously worked in Melbourne for over nine years where he gained considerable experience in business advisory. Adam provides advice and guidance to businesses so that they can achieve their goals and full potential.

Biography

Alex joined Findex in 2007 to provide a comprehensive range of tax consulting services to clients and internally within Findex. During this time he has advised a mix of clients ranging from SME business operators, ASX listed entities, high net worth individuals, government bodies, and charities.

Biography

Cassandra joined the firm in 2005 as a graduate auditor and over that time has progressed to Associate Partner in the external audit division. She has experience providing both internal and external audit services in addition to being an agent for both the Victorian Auditor General’s Office and the Australian National Audit Office.

She manages statutory audits, compliance audits, internal audits, acquittal audits and provides technical accounting advice to not-for-profit and government clients. This has provided her with a broad understanding of the issues facing entities as well as allowing her to draw on experiences to propose recommendations for process improvements. With strong communication, analytical and technical ability she is efficient in her conduct and provides value added recommendations to clients. Quality work and client satisfaction are always upmost priorities for Cassandra.

Outside of Findex, Cassandra is also Treasurer, Board Member, and Chair of the Audit and Risk Committee of a large disability organisation.

Cassandra works across two offices Geelong and Melbourne.

Biography

Chris joined Findex in 2003 having previously worked at the NAB for 20 years. With this experience, Chris is able to assist clients in arranging finance to meet their ongoing requirements. With access to a vast range of lenders, Chris negotiates on behalf of clients to obtain the most suitable loan for them.

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

Josh joined Crowe Horwath in 2014, having previously worked for nine years in a mid-tier accounting firm where he gained extensive experience in business advisory. Josh enjoys working closely and proactively with clients to provide innovative solutions and assist them to achieve their personal and business goals.

Biography

With extensive experience in various industry sectors, Luke brings commercial experience to his private practice advisory role. Luke has extensive experience in the construction industry, having worked for large construction companies as well as acting for construction clients. Luke has experience with clients of all sizes and from a wide range of industries.

Biography

Martin has a wide range of experience across the public and private sectors. He is passionate about delivering quality assurance services in a practical, pragmatic way to ensure both his existing and potential clients are presented with innovative ways to reduce risk and meet compliance requirements.

Biography

Rachel joined Findex in August 1999, having previously worked in Barham, a country town along the Murray River. Rachel advises clients on a range of offerings from SMSF to taxation and GST, capital gains tax to cloud accounting software.

Biography

Shane has over 20 years’ experience in the financial services industry. Shane has completed a Diploma of Financial Planning and is a CERTIFIED FINANCIAL PLANNER®. Shane’s broad experience and knowledge enable him to create broad financial strategies that meet his clients’ needs now and into the future.

Biography

With over 15 years' experience in accounting and business advisory services, Tim works closely with his clients in a range of areas including income tax advice, GST, CGT and FBT advice, outsourced CFO experience, Small Business CGT concessions advice, capital gains tax advice and business structuring advice. Tim works with a diverse range of clients such as; mum and dad individual tax returns, medium-size businesses, clients in the Agriculture, Retail, Transport, Funeral industry, IT, Building and Construction and Mechanic sectors. Tim is a Member of CAANZ.

Biography

Risk is an inevitable part of life, so securing your valuables against an unexpected event should be a priority. Tim and the team can provide you with advice on a range of general insurance offerings, ensuring you can protect the things you value most.

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

Adrian has been a financial adviser since 2017 and has worked in banking and finance since 2010, providing clients with both extensive experience and a passion for formulating effective financial strategies to help people achieve their goals.

As well as providing advice on investments, superannuation, and retirement planning, another rewarding aspect of Adrian’s career so far, is his ability to assist clients with personal insurance claims and helping them map out detailed financial contingency plans – an area Adrian continues to advocate for and place importance on as his experience grows.

Biography

Barney has been a qualified financial adviser for 15 years and has worked in the professional services industry for two decades. In 2022, Barney sold his own advice practice to focus on what he enjoys most: working closely with clients to formulate plans that fulfil their lifestyle goals.

Barney brings the experience of running a small business to the table, and is passionate about quality long-term strategy, risk management, and keeping things simple (since life’s complicated enough already!).

Barney will help you set and prioritise goals, understand the impact of cost of living, improve your cash flow outcomes as well as support in navigating family dynamics, managing risk in retirement through passive income and maximising government support.

Biography

Brett has worked in the Financial Planning industry since 2000. As an experienced adviser, Brett's key strength is the ability to listen and understand his client's needs, identifying any possible gaps in their situation and finding solutions. As a trusted adviser Brett encourages regular reviews, as it is an essential part of the relationship. Outside of work Brett enjoys keeping fit and has two sons who are also competitive sports people. Living in Geelong he is also a cats supporter.

Biography

After an international career at various large financials’ institutions, including Danske Bank, Aviva, MLC and NAB, Endre joined Findex in 2017, specialising in risk management for personal and business clients.

Leveraging his diverse experience in finance and lending, Endre helps our clients ensure their lifestyle, asset protection and estate planning needs are all adequately addressed.

Biography

Luke is a financial adviser within the wealth management team based in Geelong and Colac. With over five years of experience in the Financial Planning industry and a bachelor’s degree in Commerce, majoring in Financial Planning and Accounting, Luke specialises in advice around investments, superannuation, and retirement planning. He strives to ensure the best outcomes for his clients by developing comprehensive financial strategies tailored to his clients' specific needs and financial goals.

Biography

Since joining the financial industry in 2017, William has developed expertise in investments, retirement strategies, personal risk insurance, and estate planning. Working with individuals and families, he is passionate about helping his clients improve their financial position.

By taking the time to understand their goals and lifestyle aspirations, William is able to develop comprehensive strategies based on his clients’ unique circumstances, helping them achieve a more secure financial future.