Findex Gold Coast

Biography

Whether you’re a listed company, private business or community organisation, now, more than ever, it’s essential you have greater assurance over risk and financial reporting. From financial statement auditing to risk consulting, Helen and the team can provide the full breadth of audit and assurance services to manage these risks, in turn improving your business processes and financial reporting. • Helen is a Certified Fraud Examiner (CFE) which formalises the knowledge and experience she has developed over her career. • This provides her access to the professional development and resources of ACFE (Association of Certified Fraud Examiners). • Helen will be responsible for the development, co-ordination and management of the approach, its execution and regular communication with the management team. • Key point of contact for significant internal control matters and ensuring their prompt rectification (where applicable).

Biography

Logan has worked in External Audit for over 17 years, servicing a wide range of clients. His advanced communication, negotiation and consulting skills have been developed through experience communicating the audit process and high level matters with clients, boards and committees.

Biography

Carmel is an experienced financial adviser who provides strategic planning, investment and wealth creation advice to help her clients achieve their lifestyle and financial goals. She has over twelve years of extensive experience in the financial services industry, providing advice on a range of financial products and strategies, specialising in aged care advisory, cash flow management, investments and portfolio structuring, superannuation, estate and retirement planning, risk protection, debt management and gearing strategies.

Biography

Kim's service offerings for medium to large clients requiring specialist advice include tax planning, corporate structuring, retirement planning, superannuation, GST and business advisory services.

Biography

As a professional adviser, Natalie has an innate passion for helping her clients plan and achieve their financial and lifestyle goals. She is dedicated to helping her clients protect their future goals through effective risk management planning. With a background in providing both wealth and risk advice, Natalie is an strong advocate for risk management planning and believes that a robust risk management plan is fundamental to ensuring that your financial and lifestyle goals can be successfully achieved with confidence. Natalie’s aim is to promote awareness and understanding of the impacts poor planning can have around unplanned events. Through education, Natalie helps her clients understand and identify risks specific to their personal situation. Natalie works collaboratively together with her clients helping them to establish a risk management plan that will enable them to focus on achieving their financial and lifestyle goals with clarity, direction and confidence. Natalie prides herself on her ability to build strong and trusting client-centric relationships and her priority is focused on creating a positive experience for each of her clients.

Biography

Whether you’re a listed company, private business or community organisation, now, more than ever, it’s essential you have greater assurance over risk and financial reporting. From financial statement auditing to risk consulting, Scott and the team can provide the full breadth of audit and assurance services to manage these risks, in turn improving your business processes and financial reporting.

Biography

Colin has 10 years’ experience providing business and tax advisory services to clients in a number of industries. He works with small and medium-sized businesses and high net worth individuals. Colin helps clients make efficiency and process improvements, and identify, implement and monitor key performance indicators.

Biography

Peter has over 29 years’ experience in the industry. Peter’s clients include businesses in hospitality, manufacturing, transport and retail, as well as primary producers and individuals with self-managed superannuation funds. He advises clients on their numbers and the structure of their business, helping them make sound investments to ensure they meet their financial goals.