Findex Stawell

Biography

Craig has over 26 years’ experience in the financial services industry. Craig specialises in retirement planning and self-managed superannuation funds providing strategic and investment advice for his clients.

Biography

Lynn has over 30 years in public practice and currently manages the Stawell, Hamilton and Ballarat Business Advisory Services division.

Lynn has always strived to deliver outstanding service to her clients and maintains strong relationships with them. She has a particular focus on the primary production sector and the SME market, whilst also delivering advice which includes business restructuring, tax planning, budgeting and small business capital gains tax advice across a broad range of industries.

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.

Biography

Susan has gained experience in various industries, with over 13 years servicing clients in primary production, construction, manufacturing, Not for Profit and a diverse range of small businesses. She provides advice in taxation, GST, Capital Gains Tax, tax planning and accounting package troubleshooting including programs such as QuickBooks, Banklink, MYOB and Quickens.

Biography

Jess joined Findex in November 2005, working during semester breaks while studying at Deakin University in Geelong. After graduating in November 2007, she commenced full-time work and now holds the position of Manager. She completed her Graduate Diploma of Chartered Accounting and received her Chartered Accountant (CA) certification in 2011. Jess has over 11 years experience in accounting services and Self Managed Superannuation Fund administration and now specialises in Business and Taxation Services and Self Managed Superannuation Fund services. She also has experience in primary production, retail trade, GST and CGT. Jess can advise on Cloud Accounting options available to business operators, can assist with the migration and training process and is Xero Accredited.