Findex Hamilton

Office Address

164 Gray Street
Hamilton VIC 3300 AU

Hours

Monday - Friday

8:30am - 5:00pm

Mailing Address

Findex Hamilton
C/- Findex Mail Centre
Private Bag 90106 Invercargill 9840 New Zealand

Advisers in the office

Alex Duonis

Partner - Tax Advisory

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.

Craig Ives

Partner

Biography

Craig has over 26 years’ experience in the financial services industry. Craig specialises in retirement planning and self-managed superannuation funds providing strategic and investment advice for his clients.

Geoff Arnold

Manager - Business Advisory

Biography

Geoff commenced working as an accountant in Hamilton for McLarty Archer & Co in 1999, having previously worked in different industries and small business. Geoff has experience working with primary producers, building trades, retail and family businesses.

My Specialties

Business Advisory

James Wellner

Manager

Biography

James specialises in business and taxation services. He provides advice in taxation, business, GST and business activity statement compliance. Born and raised in Hamilton, he understands the needs of his clients in the community.

My Specialties

Accounting
Adviser James Sherlock

James Sherlock

Partner

Biography

James has been supporting clients in a wide range of industries from agriculture to construction, medical, retail and hospitality. He works closely with clients to establish tax effective structures to minimise tax, achieve asset protection, minimise risk and grow wealth over the short, medium and longer term to assist our clients to realise their goals.

Lynn-Jensz

Lynn Jensz

Managing Partner

Biography

Lynn has over 30 years in public practice and currently manages the Stawell, Hamilton and Ballarat Business Advisory Services division.

Lynn has always strived to deliver outstanding service to her clients and maintains strong relationships with them. She has a particular focus on the primary production sector and the SME market, whilst also delivering advice which includes business restructuring, tax planning, budgeting and small business capital gains tax advice across a broad range of industries.

My Specialties

Business Advisory

Andrew McDougall

Associate Partner

Biography

With over 20 years’ experience in the industry, Andrew provides specialist advice in the area of Business Protection and Personal Insurance.

Andrew holds a Bachelor of Economics and a Diploma of Financial Services (Financial Planning). During his time in the industry, Andrew has a diverse range of experience, having worked in a boutique family business and also in a large corporate advisory firm.

Qualifications and Memberships:

- Bachelor of Economics

- Diploma of Financial Services (Financial Planning)

Andrews works across several offices including; Warrnambool, Hamilton and Torquay.

My Specialties

Risk Insurance