Findex Launceston

Biography

Chris commenced with Findex in 2015 as a senior financial adviser and brings with him over 28 years’ experience in the financial services industry. Chris advises on wealth management, direct equities investments, superannuation strategies and estate planning.

Biography

Nic joined Findex in 2015 after spending nine years with an ASX listed financial advisory firm in Launceston. He holds the internationally recognised certified financial planner practitioner qualification - the highest certification for financial advisers in the profession. Nic is also a life risk specialist, and specialises in superannuation, investment portfolio and advice and direct equities.

Biography

With over 35 years' experience in professional accounting, Robert has significant insight and knowledge pertaining to all things business, particularly in the agricultural and fishing industry. This insight allows Robert to give practical and personal advice to his business clients ensuring their growth and success.

Biography

Brian has been a finance broker within the Launceston office for 3 years with 30+ years in banking experience prior to that. Brian will look at your existing or new lending requirements to try and get the most suitable and cheapest finance product suitable for your own circumstances, be this personal or commercial finance. Brian is passionate about seeing clients obtain their financial goals and it is always very rewarding to obtain finance for clients to either purchase a property, a piece of equipment or fund their business growth.

Biography

Emily has over 18 years of experience in the financial industry. As an adviser in the wealth management team, Emily provides financial planning, retirement planning, and investment advice to a broad range of clients. Emily works with clients to identify their financial and lifestyle goals and develop the appropriate strategies to ensure they have the best chance of achieving those goals. 

Biography

Jane has been working in public practice for over 20 years. Her main focus has been with small to medium businesses. She enjoys providing advice and support with issues that affect client’s accounting and taxation 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.