Findex Perth

Office Address

Level 24, Allendale Square, 77 St Georges Terrace
Perth WA 6000 AU

Hours

Monday to Friday between 8:30am - 5:00pm

Mailing Address

Advisers in the office

Cyrus Patell

Regional Growth Lead - Audit and Assurance

Biography

Cyrus developed his auditing expertise over 20 years working in the public and private sectors. In his role, he works with other partners to drive divisional budgets, performance and results, and assists with the performance management and mentoring of the division’s managers and staff.

My Specialties

Audit and Assurance

Daniel Ellis

Partner

Biography

Daniel has over 15 years' experience in helping owner-operator business and investment clients, by taking the time to understand their story and provide business support and strategy to help them achieve their business and financial goals.

Daniel's areas of expertise include business start-ups, taxation advice, business restructuring, superannuation, tax planning, profit improvement and business planning.

Sean McGurk

Senior Partner - Audit & Assurance

Biography

Sean has 25 years’ experience helping clients in Australia and overseas manage risk and add value in their businesses. Sean predominately works with large public and private companies in the mining, retail and property and construction sectors, as well as with not-for-profit entities.

My Specialties

Audit and Assurance

Kim Nguyen

Senior Adviser

Biography

Kim is our Senior Adviser in Perth. She has over 20 years’ experience in the financial service industry. Her first financial planner role was at the Commonwealth Bank in 1999. She was a senior financial adviser at WA Super (now Aware Super) and Macquarie Private Wealth before joining Findex in 2018. Kim is passionate about helping her clients reach their lifestyle and financial goals. Her expertise is in building, managing and protecting wealth, investment portfolio construction and retirement planning. Kim holds a Bachelor degree in Banking and Finance, Diploma of Financial Planning and the Certified Financial Planner® designation.

Bryce Scidone

Associate Partner

Biography

Bryce brings over 8 years' experience in providing business and taxation advice to privately owned business within Western Australia, and works with businesses across a wide variety of industries including retail, construction, property development and not for profit entities. Bryce is committed to assisting his clients with improving efficiencies and helping to better manage their day to day compliance requirements. Bryce holds a Bachelor of Commerce degree from Curtin University in Western Australia, is a member of the Institute of Chartered Accountants in Australia and is currently studying with the Taxation Institute of Australia to attain the Chartered Tax Adviser (CTA) designation.

Carlo Di Loreto

Partner

Biography

Carlo has over 25 years tax advisory experience providing taxation advice to a broad range of clients, including privately owned businesses and public companies. Carlo's experience covers small business relief, capital gains, restructures, and GST-related advice. He works with individuals, partnerships, trusts, and companies from many industry groups, including property investment, manufacturing, mining, technology, engineering and retail.

My Specialties

Tax Advisory
Corey Beat

Corey Beat

Partner

Biography

With over 20 years’ of accounting and taxation experience, Corey is passionate about understanding the needs of clients, and solving their complex tax challenges, delivering complex taxation advice in an easy to understand way across a range of industries. Corey works with clients large and small, and was recognised as a finalist in the Tax Institute's SME Tax Adviser of the Year category in 2018.

My Specialties

Tax Advisory

Gerrit Vorster

Associate Partner

Biography

Gerrit is a highly experienced adviser who works closely with business owners to develop tailored practical solutions to reduce their business risk, improve business performance and improve the business' owners quality of life. Gerrit works with clients across a variety of industries, specifically, small-to-medium businesses, and brings expertise in business strategy and scenario planning, cashflow forecasting, financial and management accounting, taxation and compliance and virtual CFO roles. Gerrit is a qualified Chartered Accountant and holds a Master of Business Administration (MBA).

jodi escudier

Jodi Escudier

Senior Adviser - Wealth Management

Biography

Since 2013, Jodi has been working closely with clients to identify their financial goals and provide positive strategic advice to help achieve them. Client relationships is at the heart of everything Jodi does, and she tailors her holistic advice to each individual client's needs and circumstances.

Whether it's building wealth, managing cashflow or debt, or providing superannuation or risk advice, Jodi helps clients to develop a pathway to a better financial future. By building long-lasting relationships, Jodi works together with her clients to help secure their wealth for life’s changes ahead.

Jodi holds a Graduate Diploma in Financial Planning as well as an accreditation in SMSF advice and is currently completing a Masters of Financial Planning. Outside of work Jodi has recently taken up tennis lessons and enjoys an active, outdoor lifestyle with her children and dogs.

My Specialties

Wealth Management
Hagen Schroeder

Hagen Schroeder

Senior Adviser

Biography

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.

My Specialties

Lending