Office Address60 East Terrace
Loxton SA 5333 AU
Monday to Friday between 8:30am - 5:00pm
Advisers in the office
Alison has over thirteen years' experience with the accounting and business advisory team at Findex. Alison prides herself on being punctual and extremely attentive to client’s needs in order to achieve the best outcomes for her clients.
Hayden joined Crowe Horwath in the business advisory group in 2012. He brings clients a wealth of knowledge derived from many years of accountancy experience and strong technical advisory skills for small and medium enterprises and family-run businesses.
Shane joined Findex in 2012 and has worked in the financial services industry for almost 20 years. In this time, Shane has gained extensive knowledge across numerous lines of financial services and wealth management. Shane enjoys the close and trusted relationship he holds with many clients and is focused on supporting clients in all stages of life, from growing and protecting wealth to assisting in generating client’s income needs in retirement. Shane believes having a Financial plan and setting realistic goals is vital to allowing clients to have financial freedom in retirement. “I want my clients to pick their retirement date, rather than having it picked for them from a lack of long-term planning”. Shane lives in Mildura and travels to the Riverland and Broken Hill regions regularly to meet with new and existing clients. Offices: Mildura (main), Loxton, Berri, Broken Hill
My SpecialtiesWealth Management
Hagen Schroeder has been a finance professional for almost 20 years. He has extensive experience as a commercial banker with a major Australian bank, and has advised businesses in a wide range of industries including agriculture, mining, civil construction, retail, hospitality, engineering & transport.
Hagen joined Findex in 2012, and now works alongside Findex's highly skilled advisers in providing advice to individuals and businesses in all areas of lending including residential mortgages, reverse mortgages, property development, commercial & industrial property purchases, debt restructuring, vehicle & equipment finance, Self Managed Super Fund borrowing and rural finance.
Hagen holds a Bachelor of Finance, a Masters of Applied Finance, a Diploma of Finance and Mortgage Broking Management, and is a current member of the Mortgage & Finance Association of Australia.
Please contact Hagen should you have a lending related enquiry - we would welcome the opportunity to meet and assist you.
Glenn is a Partner in Murray Darling covering the Mildura, Berri, Loxton, Broken Hill and Adelaide offices. Glenn provides taxation, business structuring and planning, small business and capital gains tax advice to clients across a diverse range of industries.
Richard is a Chartered Accountant, accredited by the SMSF Association as an SMSF Specialist Adviser. Richard specialises in providing advice and accounting services for self-managed superannuation funds. Providing compliance and advice solutions to assist trustees in achieving their retirement goals