Findex Hamilton

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

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.

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.

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.

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.

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.

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

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.