Findex Hobart

Biography

Scott has over 15 years’ experience in business advisory, taxation and accounting. Scott has spent time in industry accounting, public practice and running multiple small businesses which gives him great insight and relevant experience to assist his clients. Scott particularly enjoys working with clients to help set up new businesses from both an operational and a tax structure and asset protection position. Scott also like to engage his clients to set high but achievable goals and believes a business is a great vehicle for an individual or a team to assist in reaching their personal goals and aspirations. Scott is also a passionate people leader with proven experience developing and leading high performing teams, motivating, empowering and supporting employees, and creating positive and productive organisational sub-cultures. Qualifications: Certified Practising Account (CPA), Public Practice Certificate – CPA Australia, Bachelor of Business – University of Tasmania, Registered Tax Agent – Tax Practitioner’s Board

Biography

Richard has over 20 years' experience in business advisory, taxation and accounting. He believes that accounting and financial services is about providing people with meaningful knowledge and insight that helps them make good decisions.

Biography

Alison is a Senior Partner at Findex with over 26 years experience in providing audit, assurance and advisory services.

With experience spanning a variety of businesses ranging from not-for-profit associations to large proprietary and public companies, Alison has a practical understanding of financial reporting regulatory requirements and accounting standard application. Alison works with clients who seek practical support and guidance in conjunction with an efficient audit process to achieve strong transparency and accountability in their financial reporting.

Recognised for her contribution to the accounting profession, Alison was awarded a Fellowship by the Chartered Accountants Australia and New Zealand during 2018.

Alison is also an experienced non-executive director having a passion for corporate governance. Having Chaired an Audit Committee, Alison has an understanding of how as an auditor she can assist Board’s in fulfilling their governance and financial reporting requirements.

Biography

As a diligent and passionate financial adviser, Robert's objective is to assist motivated people throughout Australia to become financially well organised by helping them make smart financial decisions across all areas of their lives.

Robert offers personalised financial management strategies and investment management solutions. He also creates wealth protection portfolios for clients using the most appropriate insurance products available. Robert is particularly passionate about protecting his clients, and those they love, from having their financial aspirations derailed by unexpected life events.

Robert started work in the finance industry in 2011 and became a qualified financial adviser in 2014. Robert holds a CFP® certification which is the highest financial planning certification worldwide and he also holds a Life Risk Specialist LRS® certification. Robert advises on wealth management, risk management, personal insurance advice, direct equities investments, superannuation strategies and estate planning.

Having a positive impact on people’s lives and helping both them and their families achieve their goals and dreams is why Robert is in the industry.

CFP, LRS, BA-BBus, Adv. Dip. FP

Biography

After having started his career at Findex five years ago Ben has worked his way up to be a trusted accountant within the Hobart office. On a daily basis Ben is involved in completing compliance work for a multitude of clients as well as assisting the partners of the office in providing outstanding outcomes for clients. Recently Ben has specialised in the taxation of cryptocurrencies, after being involved in the space since 2019. In the ever-evolving space of crypto Ben has taken responsibility in interpreting the relevant tax obligations for clients.