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Findex Mildura

Address

133 Langtree Avenue
Mildura 3500 AU

Phone

(03) 5023 9700

Hours

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

Advisers in this office

Ben Pitt

Partner

Phone

(03) 5023 9700

Biography

Ben has held senior positions with Ernst & Young, and his return to Mildura adds a new level of expertise to our expanding services, particularly for mid-sized and larger businesses. Ben's experience includes strategic business advice, business analysis and performance improvement, financing advice and business valuations.

Chris Sharman

Partner

Phone

(03) 5023 9700

Biography

Chris is a well-known business adviser with an uncompromising standard for excellence and passion to deliver the best outcomes. He is passionate about his staff, the services he can offer and his clients, and has a trong understanding of what his clients need to be successful in their business.

Greg Gooch

Partner

Phone

(03) 5023 9700

Biography

Greg has in excess of 33 years experience in public practice and holds a bachelor degree in business. He has been a partner for the last 25 years and his diverse experience and broad knowledge enables him to create financial strategies for his clients.

Jamie Irvine

Partner

Phone

(03) 5023 9700

Biography

Jamie joined Crowe Horwath in 2008. Jamie prides himself on being punctual and extremely attentive to his client's needs. Treating his client how he expects to be treated is priority.

My Specialties

Wealth Management

Laurie Muir

Senior Insurance Adviser

Phone

(03) 5023 9700

Biography

Laurie brings a wealth of experience with over 20 years in the general insurance industry. His expertise is in commercial insurance including speciality in the areas of commercial liability and professional indemnity insurance.

My Specialties

General Insurance

Tony Hickey

Principal

Phone

(03) 5023 9700

Biography

Tony has over 20 years' working with large businesses in the area of project management and management accounting. Tony specialises in agribusiness consulting services and business advice to not-for-profit organisations.

Josh Porker

Senior Manager

Phone

(03) 5023 9700

Biography

Josh joined Findex in February 1999 and has 20 years audit experience servicing clients across the broad Murray-Darling area including North West Victoria, the Riverland in SA and Broken Hill and rural NSW regions. Specialising in external, internal, compliance and fraud audits, Josh and his team can be called upon to deliver Audit & Assurance services tailored specifically to your needs. Involvement in a broad range of industries and across private, not-for-profit and government sectors gives a strong background for application to your audit.

Samantha Murnane

Associate Partner

Phone

(03) 5023 9700

Biography

Samantha has over 18 years’ experience in the financial planning industry. She has completed a Bachelor of Business majoring in Accounting, holds an Advanced Diploma in Financial Services (Financial Planning) and has been a CERTIFIED FINANCIAL PLANNER® professional for over 10 years. Samantha has successfully completed the educational requirements to be a FASEA compliant adviser. Samantha enjoys working with clients to help them set realistic goals and provides advice in areas such as superannuation, investments, Centrelink and cash flow management to assist with achieving strong financial outcomes. Her specialities are Self Managed Super Fund Wealth Management & Aged Care. Samantha's broad experience and knowledge enable her to create tailored financial strategies that allow clients to meet their goals and achieve the financial freedom to live the life they want to live. She helps clients accumulate and manage their wealth and income on an ongoing basis. Samantha is also a Financial Planning Associated Aged Care Specialist Adviser and is an Accredited Aged Care ProfessionalTM with Aged Care Steps. As such, she helps clients with navigating the financial aspects of the aged care system. In particular, Samantha assists clients with advice on structuring assets to fund aged care entry costs and provides cash flow analysis for the payment of ongoing aged care fees. She also provides advice on the Centrelink and estate planning implications of entering residential aged care.

My Specialties

Wealth Management

David Walker

Partner

Phone

(03) 5023 9700

Biography

David has many years' experience providing advice to business clients, specialising in both family owned and operated small to medium sized businesses and large scale agricultural businesses. David has the ability to work not only with business owners but also their key staff to help transition those that need coaching in development of their technical skills. David also provides Succession Planning advice for family businesses wanting to successfully transition their business from one generation to the next and has completed the Certified Exit Planning Adviser (CEPA) accreditation – A nationally recognised succession planning qualification that is the only one of its kind.

Ian Evans

Adviser

Phone

(03) 5023 9700

Biography

Ian entered the Financial Services industry in 2014 after an extensive history in people/client management for large Adelaide businesses. Ian works with all ages from young accumulators through to retirees including families and business owners. He provides advice from basic, specific plans to holistic strategies encompassing a range of recommendations. Working with people is a passion for Ian and he enjoys close relationships with his clients who appreciate his genuine nature. "It's important to me for my clients to be comfortable with who they are talking to, the strategy used and how they are invested. They need to trust their Adviser and understand the benefits from receiving advice." Offices: Mildura (main), Broken Hill, Robinvale and Ouyen Qualifications: GradDipFP

My Specialties

Wealth Management

Daniel Calvi

Adviser

Phone

(03) 5023 9700

Biography

Daniel is a General Insurance Adviser located in our Mildura office but also services our clients in South Australia and Broken Hill. Daniel is very passionate about finding the best possible outcome for his clients.

My Specialties

General Insurance

Gulember Soylu

Associate Adviser

Phone

(03) 5023 9700

Biography

Gulember has over 3 years experience in the General Insurance industry working closely with all types of clients and portfolios. Her solution-focused mindset has achieved great results in; servicing clientele, claims management and career growth. Gulember believes that every client has a story and each story is an opportunity.

My Specialties

General Insurance

Glenn Norton

Partner

Phone

(03) 5023 9700

Biography

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.

Shane Fitzsimmons

Associate Partner

Phone

(03) 5023 9700

Biography

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 Specialties

Wealth Management

Tracy Donaldson

Partner

Phone

(03) 5023 9700

Biography

Tracy has been working in the insurance industry for the past 29 years. Tracy credits her love of the industry to the relationship she has with her customers. She sees every policy as important and researches the best outcome for clients, whether it is for a single domestic policy or a large business and farm pack.

My Specialties

General Insurance

Tim Plumridge

Partner

Phone

(03) 5023 9700

Biography

Tim has over 20 years’ experience in the financial planning industry. He has completed a Bachelor of Economics through the University of Newcastle, holds a Diploma in Financial Planning through Deakin University and is an accredited CERTIFIED FINANCIAL PLANNER®. Tim has successfully completed the educational requirements to be a FASEA compliant adviser. Tim’s focus is helping clients achieve their lifestyle and financial goals. Tim achieves this through tailoring personalised recommendations that allows clients to clearly understand the advice and have confidence the actions taken are in their best interest. The advice aims to provide peace of mind that the clients needs will be met both now and in the future. Advice and strategy solutions can include areas such as superannuation, retirement pensions, portfolio construction and cash flow management. Offices: Mildura (main) and Broken Hill

My Specialties

Wealth Management

Kylie Lehmann

Adviser

Phone

(03) 5023 9700

Biography

I have worked for Findex for over 11 years, 7 of those in the Insurance Team. I have extensive knowledge of Farm and Crop Insurance. I was born and raised on a sheep and wheat farm and still have a keen interest in the industry. My relationship with my clients is built on earning their trust, I try to gain as much knowledge about their business and their insurance needs as well as their family and other interests. This makes it easy to engage in any conversation and understand what coverage is required.

My Specialties

General Insurance

Richard Asquith-Charlton

Partner

Phone

(03) 5023 9700

Biography

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

Hagen Schroeder

Adviser - Lending and Finance

Phone

(03) 5023 9700

Biography

Hagen has over 10 years' experience in relationship banking and asset finance, and now specialises in finance and mortgage broking. He has access to over 30 lending institutions, enabling him to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rate and loan conditions in the market place.

My Specialties

Lending and Finance

Endre Lloyd-Johnsen

Adviser

Phone

(03) 5023 9700

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.

My Specialties

Risk Insurance