Findex Inverell

Biography

We understand that wealth preservation and growth is achieved by adopting a long-term approach driven by a clear set of objectives and robust investment framework. Eamon will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

Biography

Helen has over 10 years experience working with clients from the construction, real estate, agricultural, manufacturing and health care industries. Helen has helped entities ranging from family businesses to corporations maximise their operational efficiency and improve profitability. Multi-disciplinary experience across audit, accounting and finance management allows Helen to provide sound and balanced advice that cuts through complex issues.

Biography

Kathleen works within the business services team in Inverell, specialising in tax consulting for clients in a range of fields. She has a focus on assisting these clients with managing the dynamic and technical intricacies of the modern taxation environment.

Biography

Kylie has over 13 years' experience, and has worked with a diverse client base, spanning across a broad range of industries. These clients benefit from her strong communication, consulting and negotiation skills, as well as her flexibility to meet ever-changing needs.

Biography

Troy began his career in Crowe Horwath's Inverell office in 1996. Troy has a Bachelor of Finance Administration and is a Member of the Institute of Chartered Accountants (CA). Troy specialises in providing business services advice to rural and small business clients including income tax, GST, CGT, refinancing and cash flow management advice.

Biography

Cameron has been working in the financial services industry since 2008 and holds a Bachelor of Commerce, Advanced Diploma of Financial Planning and Diploma of Financial Planning.

Cameron has been a financial adviser since 2016 and has previously worked in banking, insurance, insurance broking and as a paraplanner.

This diverse experience and broad knowledge enables him to create financial strategies to achieve his clients needs and long term financial goals.

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.