Office AddressLevel 1, 86-88 Deakin Avenue
Mildura VIC 3500 AU
Monday to Friday between 8:00am - 5:30pm
Advisers in the office
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 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.
Executive Head – Wealth
As the leader of the Wealth Division, Jamie has an exceptional management and leadership style which is reflected in an enthusiastic and talented team, dedicated to achieving results.
Jamie is a strong communicator and responsible for executing delivery of the Findex vision to all our people and clients. With over 20 years of experience in the industry, Jamie leads his team by example, demonstrating high standards, and is driven to exceed client expectations.
Jamie is actively involved in his community and enjoys watching his children play sport or water skiing with family and friends in his hometown of Mildura in regional Victoria. He is a keen sportsperson, and an asset to the Findex team.
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
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.
My SpecialtiesPerformance Consulting
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.
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 SpecialtiesRisk Insurance
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.
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.
Gulember Soylu is an Insurance Broker with extensive experience in the insurance industry and has accomplished her Bachelor of Commerce, Diploma in Accounting, and Insurance license by receiving top tier awards along the way.
With a mission to build insurance policies tailored to each client's specific needs; by utilising her attention to detail, listening skills, bilingual skills, and empathy she strives to provide second to none service for her clients.
Gulember is based in the Findex Mildura Office however services clients Australia Wide. Having access to multitude of products Australia wide such as; Home & Contents, Strata, Landlords, Motor, Travel, Caravan, Boat, Motorcycle, Business, Commercial Property, Construction, Liability, Personal Accident & Injury, Cyber, Farm, right through to Professional/Corporate Services.
Also having successful track record of claims management, Gulember will work with you to achieve the best possible results. Please do not hesitate to contact Gulember for all your General Insurance needs.
John is an experienced adviser with 12 years working with a direct insurer in both an area manager and regional manager capacity. John has experience with both agribusiness and SME insurance. Prior to this John was running his own business.
Raj started his journey in the financial service industry in 2010. As a Financial Adviser Raj enjoys working with clients of all ages, from young accumulators through to retirees, including families and business owners. With over 10 years of experience Raj has the passion, knowledge, and interpersonal skills to understand his client’s goals, then position them to best achieve those goals – whether they be financial or personal.
Raj appreciates the importance of having a close trusted relationship with his clients and understands that no two clients are the same. His commitment is to provide high-level customer experiences by matching his client’s needs with advice and strategic plans to help reach their goals. Raj says, “being able to connect with your clients and understand their needs and financial situation is much more than just understandings their numbers”.
Outside work Raj thoroughly enjoys gardening as he believes it is good for your health and mindset. Raj is based in Mildura (main office), Broken Hill, and Melbourne.
Qualifications and Memberships:
- Master of Financial Planning
- Certificate IV in Superannuation
- Financial Adviser Industry exam
- Member of Financial Planners Association & Tax Practitioners Board
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
My SpecialtiesSelf Managed Super Fund
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.
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: Adelaide (main), Mildura, Broken Hill, Robinvale and Ouyen
Qualifications: Master of Financial Planning