Findex Ocean Grove

Office Address

75 The Terrace
Ocean Grove VIC 3226 AU

Hours

Monday - Friday

8:30am - 5:30pm

Mailing Address

Findex Geelong

PO Box 1, Geelong 3220

Advisers in the office

Rachel Borthwick

Manager

Biography

Rachel joined Findex in August 1999, having previously worked in Barham, a country town along the Murray River. Rachel advises clients on a range of offerings from SMSF to taxation and GST, capital gains tax to cloud accounting software.

Chris Humphrey

Partner

Biography

Chris joined Findex in 2003 having previously worked at the NAB for 20 years. With this experience, Chris is able to assist clients in arranging finance to meet their ongoing requirements. With access to a vast range of lenders, Chris negotiates on behalf of clients to obtain the most suitable loan for them.

My Specialties

Lending
Martin Thompson

Martin Thompson

Senior Partner - Audit & Assurance

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.

Tim Singleton

Senior Adviser

Biography

Risk is an inevitable part of life, so securing your valuables against an unexpected event should be a priority. Tim and the team can provide you with advice on a range of general insurance offerings, ensuring you can protect the things you value most.

My Specialties

General Insurance

Mark Whelan

Executive Managing Partner

Biography

Mark has been with the firm for 20 years, based in Colac he also manages the Geelong and Torquay offices.

As Executive Managing Partner, Mark collaborates closely with the senior executive group working to deliver proactive services to all Findex clients via the family office model.

Mark’s expertise is in accounting and business advisory and he strives to deliver superior client service and simple, practical commercial advice for his clients.

His extensive knowledge includes experience in business structuring and planning, taxation advice, small business Capital Gains Tax Advice, cashflow forecasting, budgeting and modelling of financial statements across multiple industries.