Findex Lithgow

Biography

Ian started at Findex in 2004. Ian places a high level of importance on working as a team with clients, working through issues with them and identifying solutions so that they can better achieve their goals.

Biography

Sarah has over 20 years experience working as an accountant and 17 years with Findex. Sarah grew up in a family-run small business and is passionate about assisting and advising small business clients.

Sarah enjoys working with a wide variety of clients and assisting them with business advice, including business planning and management and improvement, tax advice, structuring advice, preparing financial statements and tax returns. She also works with the SMSF Team, and is a licensed SMSF Adviser.

Sarah is passionate about seeing her clients reach their financial and personal goals and works closely with clients to achieve their aspirations.

Biography

Chris holds a Masters Degree in Applied Finance and a Graduate Diploma in Financial Planning. Chris joined Findex as an Adviser after many years working for the large Financial Institutions.

Chris has extensive Financial Planning experience working in advice and other roles including managerial positions. Chris works closely with individuals to achieve their desired outcomes, focusing on all aspects of client financial planning goals and objectives.