Findex Ocean Grove
Office Address
75 The TerraceOcean Grove VIC 3226 AU
Phone
(03) 5224 7700Hours
Monday - Friday
8:30am - 5:30pm
Mailing Address
Findex Geelong
PO Box 1, Geelong 3220
Advisers in the office
Rachel Borthwick
Manager
Phone
(03) 5224 7700Biography
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.
My Specialties
Self Managed Super FundChris Humphrey
Partner
Phone
(03) 5224 7700Biography
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
LendingMartin Thompson
Partner
Phone
(03) 5224 7700Biography
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
Phone
(03) 5224 7700Biography
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 InsuranceMark Whelan
Executive Managing Partner
Phone
(03) 5224 7700Biography
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.