Findex Robinvale
Office Address
3/152 - 160 Bromley RoadRobinvale VIC 3549 AU
Phone
(03) 5026 3404Hours
Monday - Friday
8:30am - 5:30pm
Advisers in the office
David Walker
Partner
Phone
(03) 5026 3404Biography
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.
My Specialties
Business AdvisoryIan Evans
Senior Adviser
Phone
(03) 5026 3404Biography
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