Findex map marker

Findex Melbourne

Address

Level 17, 181 William Street
Melbourne 3000 AU

Phone

(03) 9258 6700

Hours

Monday - Friday
8:30am - 5:30pm

Advisers in this office

Andrew Zavitsanos

Partner

Phone

(03) 9258 6700

Biography

Andrew is a CA and has extensive experience in public sector auditing, including specialising in the government sector. Andrew’s skill set is in internal controls and risk management and has experience in providing outsourced and co-sourced internal audit and risk consulting services to his clients.

My Specialties

Risk Consulting

Anne Goodrich

Senior Adviser - Finance

Phone

(03) 9258 6700

Biography

Anne enjoys meeting with clients to provide strategies and solutions for their wealth management and retirement planning needs and objectives. Since 1998, Anne has developed a particular interest in investment markets and asset allocation.

My Specialties

Wealth Management

Antony Barnett

Partner

Phone

(03) 9258 6700

Biography

Antony has over 27 years’ experience in audit and assurance. His experience extends to privately owned entrepreneurial family businesses operating across a board range of industries, entities operating in the not for profit sector and companies in the financial services sector who hold AFSL’s & ACL’s. Antony’s focus is to ensure that clients meet their statutory financial reporting obligations whilst bringing a commercial practical approach to each client’s audit.

My Specialties

Audit and Assurance

Carol Scholes-Robertson

Partner

Phone

(03) 9258 6700

Biography

Whether you’re a listed company, private business or community organisation, now, more than ever, it’s essential you have greater assurance over risk and financial reporting. From financial statement auditing to risk consulting, Carol and the team can provide the full breadth of audit and assurance services to manage these risks, in turn improving your business processes and financial reporting.

My Specialties

Audit and Assurance

Cathy Denaro

Senior Manager

Phone

(03) 9258 6700

Biography

Navigating market changes can be challenging for any business. Cathy’s goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From start-up through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.

My Specialties

Business Advisory

David Reid

Partner

Phone

(03) 9258 6700

Biography

David has over 30 years' experience in professional practice ranging from the "Big Four" to running a sole practice. David has an interest and extensive experience in advising family businesses and family groups in arranging their financial affairs, with particular emphasis towards structuring and developing effective strategies for accumulating family wealth.

My Specialties

AccountingTax

David Munday

Managing Partner - Audit and Assurance

Phone

(03) 9258 6700

Biography

David is a chartered accountant with more than 18 years’ experience in internal and external audit specialising in the financial services sector. He has worked in Boston, USA and Dublin, Ireland, and has previously worked with large multinational organisations across a number of sectors within the financial services industry.

My Specialties

Audit and Assurance

Garry Leon

Senior Manager

Phone

(03) 9258 6700

Biography

Maintaining you and your family’s financial well-being in the case of illness or disablement is an important consideration for us all. Garry and the team can provide you with advice on a range of risk insurance offerings, so that you can protect yourself and the people who depend on you.

My Specialties

Risk Insurance

Gary Nelson

Principal

Phone

(03) 9258 6700

Biography

Throughout his 35 year career, Gary has provided a range of taxation and business advisory expertise to clients from a wide cross-section of industries in the SME sector. Gary possesses a strong understanding of his clients' requirements and provides hands-on and timely advice to develop long-standing relationships as the trusted advisor.

My Specialties

Business Advisory

Lynette Pegler

Senior Accountant

Phone

(03) 9258 6700

Biography

With over six years' experience in a broad range of areas, Lynette is now helping clients move into the cloud for time-saving, better decision-making and KPI tracking purposes. This involves recommending the best package, migrating client data and providing training and ongoing support.

Martin Goodrich

Senior Partner

Phone

(03) 9258 6700

Biography

Martin has 40 years' experience in servicing a diverse client base in accounting, financial planning, wealth management, consulting and business advisory. Martin places a high degree of importance on personal client service and interaction, with a focus on assisting growing businesses by providing profit-generating solutions.

My Specialties

Business Advisory

Maurice Pisani

Partner

Phone

(03) 9258 6700

Biography

Maurice is a partner at Crowe Horwath with over 20 years' experience, specialising in providing business advisory services. Maurice enjoys building long-standing relationships with his broad range of clients, and helping them to build their businesses.

My Specialties

Business Advisory

Nicole Vignaroli

Partner

Phone

(03) 9258 6700

Biography

Nicole is a Partner of Findex and the leader of the Melbourne Corporate Finance Valuations team. Nicole is an astute adviser, providing specialist Corporate Finance advice, focussing on valuations of equity, shares, businesses and intangible assets, discount rate assessments, purchase price allocation, impairment reviews, modelling and commercial impact evaluation. Nicole has also conducted numerous technical presentations and authored a number of articles on valuation methodology and approaches, issues in valuations, purchase price allocation and the valuation of goodwill and intangible assets. Nicole possesses financial accounting, business modelling and business valuation expertise to deliver high quality solutions to individuals, management, companies and legal and tax advisers. Nicole has been involved in the valuation of small to medium businesses; valuation of entities including private companies; partnerships and trusts; listed corporations; the valuation of intangible assets including goodwill, brand names, contracts, customer relationships, software and other intellectual property; and the valuation of projects at various stages of development.

My Specialties

Corporate Finance

Patricia Chong

Partner

Phone

(03) 9258 6700

Biography

Patricia has over 18 years’ experience in Asian Business, and has assisted many investors successfully establish and expand their Australian operations. With extensive international and domestic experience, Patricia is well placed to provide quality service to both Chinese and Australian companies.

My Specialties

Business Advisory

Scott Goddard

Partner - Cybersecurity

Phone

(03) 9258 6700

Biography

Scott is the Partner leading Crowe Horwath’s Forensic and Data Analytics practice for Australia and New Zealand, Scott is focused on delivering value for money forensic solutions and empowering his clients and those of the Findex Group with knowledge and insight through data, enabling them to improve and optimise business performance. Scott is responsible for influencing risk-based decision making from an analytical base through the delivery of business risk profiles, segmentation and predictive analytic solutions whist designing and reshaping the Crowe Horwath analytics practice and driving an agenda of change for the benefit of our clients. Scott is an experienced forensic accounting and data analytics professional with over 30 years’ experience working for government, professional services firms and industry in various assurance, regulatory compliance and consulting capacities. Scott has assisted a broad range of clients with complex business issues, advising on the use of data analytics for audit and compliance testing, and developing profiles designed to identify breaches of policy and procedures across a variety of operational and accounting processes. With an extensive background in business integrity management, Scott is regularly engaged by clients to design and implement an integrated range of fraud and corruption risk management programs aligned to corporate strategy and regulatory requirements. He also oversees the delivery of a range of response services for client incidents including fraud and misconduct investigations, 3rd party due diligence, cyber security breaches and forensic technology investigations.

Tony Hansen

Partner - Business Advisory

Phone

(03) 9258 6700

Biography

Tony specialises in providing accounting and taxation services to small and medium enterprises as well as high net worth individuals. Providing not only compliance advice but extensive guidance on business operations, Tony's particular interests include strategic planning, corporate and family tax advice, superannuation and succession planning.

My Specialties

Business Advisory

Timothy Holloway

Associate Partner

Phone

(03) 9258 6700

Biography

The effective management of your tax position is critical, and getting the right advice upfront can make a significant difference to your bottom line. Timothy can assist a broad range of specialist tax services to manage your risks and exposure.This services include GST, Customs and Excise, Resources Taxes and Research and Development.

My Specialties

AccountingTax

Peter Abraam

Managing Partner - Performance Consulting

Phone

(03) 9258 6700

Biography

Peter is a respected leader with 25 years of international business experience, a proven reputation for innovation, increasing stakeholder value, and delivering major initiatives and projects to exacting standards. He has successfully held high profile CEO and senior Executive roles, with an enviable track record for producing outstanding results for prominent Companies and Government entities. Peter comfortably traverses Australian and international business circles with a breadth of experience, acumen and strong interpersonal skills. He has a passion for building a vision and driving actionable strategies. For 10 years, Peter was based in Abu Dhabi as Executive Director of the Royal Group. He led the strategic development of many of the Group’s international business, property, tourism, technology and private equity investments, and served as a Board Director for many of its 100 plus companies. Royal Group is one of the UAE’s most powerful conglomerates, employing more than 22,000 people in over 40 countries. Prior to leaving Australia, Peter was CEO of the Victorian Major Events Company, widely recognised as the world’s pre-eminent event procurement agency. He built an enviable reputation for bidding and winning major sporting and cultural events that delivered $1.8 Billion in economic benefit to the State annually. From 1995, he developed the Event Planning and Operations portfolios for the award-winning Melbourne FORMULA 1™ Grand Prix and MotoGP, and was sought to provide strategic advice throughout the highly acclaimed Sydney 2000 Olympic Games.

My Specialties

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Tracey Burns

Phone

(03) 9258 6700

Biography

Tracey is able to provide aged care and salary packaging advice, as well as strategic risk management, investment, estate and retirement planning advice, including the establishment and management of self-managed Superannuation funds. In addition, she can work with you to establish appropriate investment trading structures for both asset protection and tax planning purposes. Tracey believes in building a long-term relationship with her clients and understands the need to provide a value oriented, holistic financial planning service to achieve their lifestyle and financial objectives.

My Specialties

Wealth Management

Jonathan Scholes

Partner

Phone

(03) 9258 6700

Biography

Jonathan has worked in the financial planning industry since 2001, primarily as a financial adviser. Jonathan enjoys helping individuals, families and business professionals manage and improve their financial position by understanding their personal values, goals and lifestyle aspirations. Jonathan has experience advising a broad spectrum of clients including young professionals, retirees, high net worth individuals, families, business owners and Not for Profit organisations.

My Specialties

Wealth Management

Andrew Satinover

Partner

Phone

(03) 9258 6700

Biography

Andrew has worked in the financial planning industry since 2007 and is determined to build long-term relationships with his clients. Andrew’s strengths are in identifying client’s real financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular review, ensuring these strategies continue to meet the needs of the client. Andrew is married and has two very energetic sons who keep him busy. His interests include keeping fit, travelling to new places and spending time with his family and friends. He enjoys all sports and is a long-time supporter of the West Coast Eagles.

My Specialties

Wealth Management

Roelof van der Merwe

National Tax Director

Phone

(03) 9258 6700

Biography

Roelof is the National Tax Director of Findex and has more than 15 years' experience in Australia delivering practical tax and consulting services. Roelof joined Findex after gaining experience in Big 4 and mid-tier firms. Roelof helps to ensure that Findex stays up-to-date with the latest developments by interpreting technical tax information in a practical and relevant manner. He has experience on a wide variety of complex tax related topics and has the ability to identify, understand and clearly communicate how the tax law may impact business transactions and taxpayers.

Terry Brain

Phone

(03) 9258 6700

Biography

Terry Brain is a business insurance specialist and works closely with business owners and their professional advisers to deliver meaningful insurance outcomes. Terry has been an insurance adviser since 1970. Acting as the claimants’ advocate, Terry has witnessed first-hand the proceeds of policies which he had previously arranged, change people’s lives by providing the money to sustain individuals, families or businesses in cases of untimely death, disability or illness. He speaks and acts with conviction molded by these experiences. Terry has been acknowledged by his peers and his industry. He has served on various industry advisory boards and committees, been the recipient of a variety of national and international production and quality awards, and a main platform presenter on the practical applications of life assurance to major industry forums in Australia, Hong Kong, Singapore, England and USA

My Specialties

Risk Insurance

Cameron Jordan

Phone

(03) 9258 6700

Biography

Cameron holds a Bachelor of Commerce, majoring in both Accounting and Finance. Starting at a boutique firm in early 2015 sparked a passion for Cameron to assist clients in achieving their needs. His previous work experience as a senior paraplanner and high attention to detail will allow for the creation of financial strategies to ensure clients long term goals are being fulfilled.

My Specialties

Risk Insurance

Kevin McTaggart

Phone

(03) 9258 6700

Biography

Kevin joined Centric Wealth's predecessor company - the Finance Company - in October 2003. He specialises in arranging finance for professionals, in particular those in the Medical, Para Medical and Dental professions both for consumer and business finance, with emphasis on debt structuring and on going management. In total he has had 36 years experience working within the Banking and Finance Services sector. He commenced working with the Bank of New South Wales (Westpac) in 1972. He worked primarily in the branch network for 24 years, with 10 years in a lending role with emphasis on both consumer and business finance. He joined ANZ Bank in 1996, for seven years. His final four years at ANZ were spent in the third party mortgages area with responsibility for assessing and approving broker referred loan applications.

My Specialties

Lending

Paula Fraser

Phone

(03) 9258 6700

Biography

Paula has in excess of 8 years’ experience in the Lending & Finance industry and holds a Master’s degree in Diplomacy & International Trade specializing in Business as well as a Bachelor of Asian Studies and International Business. Over the years Paula has held positions with 3 of Australia’s big 4 banks and has spent the last 2 and a half years as a finance broker and adviser. Over the years with the big banks Paula held positions of responsibility including as a Credit Manager/Analyst in plant and equipment lending, in a relationship role in commercial banking specialising in cash flow/unsecured lending and development lending as well as general business lending for small and medium businesses. Paula also has extensive experience in Self-Managed Super Fund lending and residential lending.

My Specialties

Lending

Paul Milbourne

Partner

Phone

(03) 9258 6700

Biography

Paul has over 18 years experience in the financial services industry including running his own business and several years in Asia providing specialised solutions for Australian's living all over the world. Paul helps breaks the complicated in too easy to understand real life scenarios; ensuring his clients are able to make sensible decision on how they best protect what is important to them.

My Specialties

Risk Insurance

Ken Poutakidis

Managing Partner

Phone

(03) 9258 6700

Biography

Ken Poutakidis is corporate adviser and corporate finance executive with 20 years of finance experience. He is the Managing Director and Founder of Avenue Advisory, a boutique advisory firm providing corporate finance and capital markets advice to emerging companies. Previously, Mr Poutakidis worked as a management consultant and a corporate finance executive with leading equity firms across Australia and Asia. His particular expertise includes capital raisings, mergers & acquisitions, corporate advisory, asset divestment and strategy development. He has previously served as Chairman of the Board and Non-Executive Director for numerous publicly listed ASX companies. He sits on the Advisory Board of a leading civil contractor, and is the founder and Chair of the Theofilos Foundation, a charity formed to support students improve their education outcomes. He has a Bachelor of Business degree from Monash University.

My Specialties

Corporate Finance

Chris Richardson

Associate Partner

Phone

(03) 9258 6700

Biography

Chris is an Associate Partner in the Business Advisory Division at Findex Melbourne, advising private companies, family-owned businesses in all aspects of growing and managing their businesses. Chris has thorough knowledge of the unique characteristics and issues affecting private and family groups with extensive experience in business and strategic planning, risk and corporate governance, equity succession, structuring advice, together with the traditional business advisory services. In short, he works with his clients to assist them in achieving sustainable business outcomes, run profitable businesses and manage risk.

My Specialties

Business Advisory

Temujin Scott

Head of General Insurance

Phone

(03) 9258 6700

Biography

Temujin is the Head of General Insurance for Findex and has more than 14 years of insurance industry experience. Temujin joined Findex in 2018, after spending the previous five years managing an insurance broking network across Victoria and Tasmania. Having worked within small and corporate brokerages, as well as multinational insurers, Temujin has a strong understanding of the broader insurance market and specialises in finding and structuring insurance solutions for complex client types.

My Specialties

General Insurance

Seth Winkles

Adviser - Lending & Finance

Phone

(03) 9258 6700

Biography

Seth is banking professional with over 7 years experience in Lending & Finance, during which he has held positions in 2 of the big 4 banks. Whether you are looking for your first home, forever home or subsequent investment properties to expand and diversify your portfolio, Seth can assist. You may simply want to review your current lending to ensure your current structure is helping you to achieve your financial goals in the most efficient way.

John Molnar

Senior Adviser

Phone

(03) 9258 6700

Biography

John has over 15 years’ experience within the financial services profession working with leading financial planning practices. He has significant expertise in all areas of financial planning and provides a diverse range of services to his clients. John is a Certified Financial Planner® professional, which is the highest financial planning designation worldwide. He has also completed a Masters in Financial Planning and Graduate Diploma in Financial Planning. John enjoys guiding people through the ever-changing landscape of financial planning and provides a personalised service that focuses on client's needs and aspirations.

My Specialties

Wealth Management

Leon Caulfield

Associate Partner - Business Advisory

Phone

(03) 9258 6700

Biography

Leon is an Associate Partner in our Melbourne office. Leon has over 18 years’ experience in public practice accounting, and provides taxation, business structuring and planning, small business and capital gains tax advice to clients across a diverse range of industries. Leon also provides outsourced CFO services to a number of indigenous, and other not-for-profit organisations.

My Specialties

Business Advisory

Jessica Pelham-Webb

Associate Adviser

Phone

(03) 9258 6700

Biography

Jessica has worked in the financial services industry since 2002 and holds a Bachelor of Business (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). Jessica has extensive experience in superannuation, investments and several other areas of financial planning. Jessica is passionate about financial planning because it is a dynamic, interesting and enterprising profession. It affords her the opportunity to use her knowledge and experience to support her clients in maximizing their financial position.

Tristan Walker

Adviser

Phone

(03) 9258 6700

Biography

Tristan has worked in the financial planning industry for the past 10 years in various roles. Tristan’s strengths are identifying client’s financial and lifestyle objectives, developing comprehensive financial planning strategies in support of those objectives and, through regular review, ensuring these strategies continue to meet the needs of the client. Tristan is married and has two young daughters. He is a member of the National Golf Club. His interests include golf, cycling, reading and spending time with family & friends.

My Specialties

Wealth Management

Matthew Parrella

Partner

Phone

(03) 9258 6700

Biography

With over 10 years’ experience within the financial services industry, Matthew has significant experience in all areas of financial planning and remains passionate about helping clients and businesses achieve their objectives. Matthew is continually looking for ways to develop his strategic and investment knowledge to ensure his clients receive the highest quality of tailored and personal financial advice.

My Specialties

Wealth Management

Pandeli Halamandaris

Partner

Phone

(03) 9258 6700

Biography

Having worked at Findex since 2007, Pandeli’s attention to detail, communication skills and empathy are qualities greatly appreciated by his clients. Pandeli is effectively supported by a team of client service administrators, adviser support staff, management and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service. Pandeli is a proud recipient of Diplomas in both of Financial Services and Business/Accounting as well as an Advanced Certificate in Accounting. His focus is on providing holistic advice and peace of mind to all clients. Pandeli is authorised to provide financial planning and financial product advice in the following areas: Superannuation, Self-Managed Superannuation Funds, Managed Investment Portfolios, Direct Equities, Securities, Deposit Products, Govt Debentures, Stocks & Bonds, Investor Directed Portfolio Services, Margin Lending, Retirement and Centrelink. With a Greek speaking background, Pandeli is also able to service clients from the Greek community, no matter which language is preferred. Pandeli is happily married to his lovely wife Silvana and has two lovely daughters. Away from the business, he enjoys AFL football – Richmond Football Club, golfing, travelling and most importantly spending time with family and friends.

Simon McGuirk

Senior Adviser

Phone

(03) 9258 6700

Biography

Simon has worked in the financial services industry for over 15 years, in a career that has seen him both recognized and awarded as a trusted professional within the financial planning community. Simon has a good understanding and expertise in all facets of financial planning which allows him to provide a diverse and comprehensive range of services to his clients. More importantly, he is passionate in helping professionals and families take responsibility and control over their lifestyle and financial future through smart financial strategies, better money habits and access to other professional resources. Simon currently holds a Fellow Charter in Financial Planning and continues to further develop his studies to ensure he remains a trusted professional, whereby giving his clients confidence in the strategy and advice both today and into tomorrow.

Mark Azzopardi

Managing Partner

Phone

(03) 9258 6700

Biography

Mark is Managing Partner of Tax Advisory at Findex, across Australia and New Zealand. Prior to joining Findex, Mark was a leader and partner at both Deloitte and Grant Thornton. Mark’s passion is building tax practices supported by quality specialist tax practitioners who display the capabilities and experience to provide our clients with compelling commercial solutions. Mark is also a firm believer in supporting the development of individuals and businesses in pursuit of growth ambitions. Mark works closely with his team members to ensure they can be the best tax practitioner and adviser they can possibly be at Findex.

Anthony Demetriou

Senior Adviser

Phone

(03) 9258 6700

Biography

Anthony has worked in the financial planning industry since 2007 and is passionate about forming meaningful, long-term relationships with his clients. Anthony thrives on having detailed discussions with his clients identifying their lifestyle aspirations, financial objectives and personal values. He specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs and, via regular review, ensuring these strategies continue to meet these needs.

My Specialties

Wealth Management

Cassandra Gravenall

Associate Partner

Phone

(03) 9258 6700

Biography

Cassandra has over 12 years’ experience providing both internal and external audit services in addition to being an agent for the Victorian Auditor General’s Office and the Australian National Audit Office. She manages statutory audits, compliance audits, internal audits, acquittal audits and provides technical accounting advice to not-for-profit and government clients. Cassandra has also provided internal audit services across a range of entities. This has provided her with a broad understanding of the issues facing companies as well as allowing her to draw on experiences to propose recommendations for process improvements. With strong communication, analytical and technical ability she is efficient in her conduct and provides value added recommendations to clients. Quality work and client satisfaction are always upmost priorities for Cassandra

My Specialties

Audit and Assurance

John Gavens

Partner - Audit & Assurance

Phone

(03) 9258 6700

Biography

With more than 27 years' experience in audit and assurance and risk consulting services, John provides strong strategic thinking capability combined with sound technical skills. John has a range of experience across the private and public sectors, ensuring each of his clients maximises the value to their business whilst ensuring a high quality service.

My Specialties

Audit and Assurance

Martin Thompson

Partner - Audit & Assurance

Phone

(03) 9258 6700

Biography

Martin has a wide range of experience across the public and private sectors. He is passionate about delivering quality assurance services in a practical, pragmatic way to ensure both his existing and potential clients are presented with innovative ways to reduce risk and meet compliance requirements.