Findex Sydney

Biography

Andrew is a partner of the business advisory team and has provided business advisory, taxation and accounting services to a broad range of clients for 25 years. Andrew helps business owners identify key financial issues affecting their businesses and develops tailored solutions to make their businesses more profitable and sustainable.

Biography

Formerly a consulting structural engineer, Andrew has a reputation within the industry for his exceptional technical skills and dedicated service philosophy, with a sophisticated but highly personalised approach. He is a CERTIFIED FINANCIAL PLANNER® professional and has achieved membership of the AFR Smart Investor magazine’s Masterclass for Financial Planning Top 50 Honour Roll for both 2010 and 2011.

Biography

Charlie has over 18 years of credit and risk experience, amassing her expertise across a wide range of industries including telecommunications, recruitment, banking, professional services and the retail and debt collection Industry. Charlie prides herself on offering proactive credit solutions for businesses, unparalleled to those found in the debt collection market place.

Biography

Chris has over 20 years’ experience providing practical advice and compliance services in the various areas of employment tax such as payroll tax, Fringe Benefits Tax (FBT), superannuation guarantee, workers compensation and pay-as-you-go (PAYG) Withholding. Chris has extensive experience working with clients across many areas of tax consulting to manage employment taxes risks and exposure. He has proven this experience across a broad range of industries and client categories including private companies, large corporations, government agencies and family owned businesses. Chris specialises in providing tax effective solutions which also take into account other tax and commercial considerations. My Specialty • Employment Taxes • Global Mobility

Biography

With over 20 years’ experience as an adviser in the indirect tax industry, David’s specialist skills include compliance and advisory in relation to GST, stamp duties and land tax. He specialises in Australian and cross-border transaction advice across a broad range of industries including property, financial services, and government.

Biography

We understand that wealth preservation and growth is achieved by adopting a long-term approach driven by a clear set of objectives and robust investment framework. Emma will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

Biography

Jim is an experienced business adviser specialising in taxation, business consulting and statutory compliance. Jim works with a range of clients including large domestic trading businesses, foreign subsidiaries, high net worth individuals and investors. Jim prides himself on delivering advice and solutions that his clients value and respect.

Biography

John has over 30 years' experience in dealing with entrepreneurial and high growth businesses, providing a range of audit and other advisory services. He has delivered services to a large number of clients in a wide range of industries with a particular concentration on technology and media business. His clients include privately owned, listed and foreign owned entities.

Biography

Jo specialises in formulating and reviewing financial strategies with a diverse range of clients. Jo prides herself on her ability to provider her clients with peace of mind, whilst ensuring all strategies for wealth management and financial planning are being explored.

Biography

Leo Cohilj has worked for over 20 years as a taxation and business growth adviser. As a Senior Partner at Findex within the Business Advisory division, Leo assists a variety of clients ranging from small to medium sized businesses and their owners, through to multinational corporations in order to develop tailored services to meet their requirements. Leo has a vast range of expertise, including; Business and personal taxation advice together with ongoing compliance activities. Business structuring and strategic planning aimed at the objectives of key stakeholders. Growth advisory and profit improvement, including outsourced CFO services and advice. Business start-up assistance, including inbound Australian subsidiary establishment, advice and ongoing transaction support. Business succession planning.

Biography

Matthew joined Findex in 2012, after spending 10 years within Big Four accounting firms. Matthew focuses on building trusted, long-term relationships with each of his clients, irrespective of sector, with a specific focus on high-net-worth individuals, family groups, and small to medium sized enterprises. Matthew specialises in providing tax advisory services to clients in relation to employee share schemes, M&A transactions, restructures, and succession planning.

Biography

We understand that wealth preservation and growth is achieved by adopting a long-term approach driven by a clear set of objectives and robust investment framework. Matthew will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

Biography

We understand that wealth preservation and growth is achieved by adopting a long-term approach driven by a clear set of objectives and robust investment framework. Paul will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

Biography

Robin brings over 25 years’ experience in providing assurance and advisory services to the corporate and public sector. Robin specialises in governance, risk management, risk and process remediation, assurance and advisory services. Robin has deep experience in providing risk consulting and internal audit services to the infrastructure, education, health and community services.

Biography

We understand that wealth preservation and growth is achieved by adopting a long-term approach driven by a clear set of objectives and robust investment framework. Stephen will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

Biography

Suwarti has more than 14 years’ experience providing external and internal audits, technical accounting advice, risk management, internal control and due diligence across a wide range of industries, including financial services, technology and professional services.

Biography

Stuart has 20 years experience working in the Financial Services Industry. Prior to joining Findex in 2011, Stuart spent 10 Years working with Big 4 Bank NAB where he was promoted from Credit Decisioning through to Client Facing Relationship Management Roles whilst aligning himself with Finance Brokers. At Findex, Stuart specialises in Residential Owner Occupied, Investment, SMSF & Equity Lending. Stuart acts in the best interest in his clients whilst understanding their personal goals and navigating them through the Home Loan process. Stuart prides himself on his professionalism and service to his clients to act as a Trusted Adviser.

Biography

Natalie commenced her career in financial services with Centric Wealth (Lending) some 6 years ago. During this time, she has developed a detailed understanding of the lending process in both her previous roles of Lending Administration Officer and Client Services Coordinator.

Her depth of knowledge is exceptional given her exposure to complex technical matters including: lender product & policy, mortgage insurance etc. She also understands the challenges and stress confronting those looking to buy their first home having recently purchased her first property.

Natalie now joins the Adviser Team bringing with her experience beyond her years having assisted and supported Advisers to develop strategy and deliver client solutions. This knowledge and experience is underpinned by having successfully obtained all necessary qualifications and a desire to deliver the best client experience and outcome.

Biography

Ian’s professional experience spans across financial planning, accounting and taxation. Prior to joining Findex in 2015, he worked at a large accounting firm. Ian holds a Diploma of Financial Planning, a Bachelor of Business, and is both a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Accountant. His diverse experience and broad education enable him to create financial strategies to achieve his clients’ goals and objectives. In addition to working from our office in the Sydney CBD, Ian also works part-time from an office in Miranda where he services clients based in the Sutherland Shire and South Coast of NSW.

Biography

Sarah has been supporting business owners to achieve their goals for over 15 years. Sarah’s approach is all about providing you with a plan for the future and helping you navigate your way to identify and reach your goals. Working alongside her clients through out every stage of the journey, implementing financial and operational strategies, accounting and tax compliance, guiding, mentoring and providing direction at each stage of the business’ life – from startup, through the growth phase, and eventually to succession.

Biography

Kevin has been working in the financial services industry for over 12 years. During this time, he has worked in both Ireland and Australia gaining experience in boutique and larger financial services firms. He has held positions in high net wealth client services, corporate pension administration and financial planning. Kevin joined Findex in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing financial plans and providing ongoing technical support for advisers. Kevin moved back into a client facing adviser role in 2017 and services clients from Canberra to Sydney. Kevin has completed several academic qualifications in financial planning and uses this technical knowledge, combined with his workplace experience, to provide high quality strategic advice to clients. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for clients. Kevin's main offices are Sydney and Canberra.

Biography

Simon joined Findex in 1998 and became a partner in the firm’s business advisory division in 2005. Simon was the founding partner of the Norwest office, which was establised in 2005, and he has more than 25 years’ experience in providing accounting, tax and advisory services.

Biography

Alex is driven by a deep fascination for financial markets and is committed to guiding his clients on their venture of building and preserving wealth. Since embarking on this journey in 2016, Alex began his career as a stock and bond trader and has since evolved into a dedicated Financial Adviser, showcasing a unique skill set and an eager dedication to the field.

Alex possesses a robust foundation in financial strategies, complemented by a passionate interest in investments, business, and people. This blend of expertise, coupled with a fresh outlook on financial advisory, enables the creation of personalized advice for individuals, non-profit organizations, and corporations seeking a forward-thinking and lasting partnership.

Biography

Alison is a Partner in our External Audit division. She has over 25 years’ experience in audit and business advisory. Alison has devoted her professional career to becoming a highly skilled audit practitioner and has an in-depth knowledge of audit and commercial accounting principles.

Alison’s diverse client base includes associations, professional services firms, managed investment schemes, private and unlisted public companies. She has experience working with organisations in a broad range of industries, including not-for-profit, professional services, consulting, finance, tourism, agriculture and property development.

Alison’s major industry focus and passion is not-for-profit. This sector encompasses such a broad range of organisations with diverse activities and includes entities of all sizes. When our not-for-profit clients prosper and grow, they create opportunities for others to prosper and grow.

Biography

Anthony joined Findex in 2020 after 30 years in global markets with organisations that included JP Morgan/Chase and French investment bank Société Générale where he held several senior positions that included Head of Balance Sheet, Head of Debt Capital Markets and Head of Debt Syndicate. His specialisations include liquidity, interest rate risk management, capital markets and transaction execution with a focus on corporate debt, securitisation and infrastructure.

Biography

As a Chartered Tax Advisor and Chartered Accountant, Anthony has an extensive career in tax, including 19 years within Big Four firms before joining Crowe. He provides tax advisory and compliance services to both Australian based groups and foreign owned multinationals.

Anthony’s experience involves assisting large corporate clients with a wide range of tax issues including structuring and capital gains tax matters in the context of acquisitions, investments and divestments, tax consolidation, repatriation of funds, IP optimisation, withholding tax, hybrid mismatches, double tax agreements, and matters relating to significant global entities. In addition, he has significant experience dealing with the Australia Taxation Office regarding tax audits, risk reviews and dispute resolution matters. Anthony also has an extensive range of experience on Australian tax reporting and compliance.

Biography

Ash is a registered company auditor with 25 years’ experience providing audit, assurance and technical advisory services.

Prior to joining Findex, Ash worked in the insolvency and corporate recovery division at another mid tier accounting firm.

Ash has extensive experience helping clients improve their business, whether by providing timely and accurate accounting advice to help with business decisions or by working with them to implement best practice processes to give them greater peace of mind.

Ash provides a range of specialist services to clients, including external and internal audits, business process reviews, technical accounting advice and due diligence activities. He also works with corporate clients to implement international financial reporting standards.

Biography

Barbara is a partner in the Audit and Assurance service line based in Sydney. She has over 18 years of professional experience, servicing and adding value to fast growing and dynamic companies. She has worked with clients across a broad range of industries, having a particular interest in the Health and Aged Care sectors.

Biography

Bethan joined the financial planning industry 15 years ago in the UK where she provided comprehensive financial planning advice to professionals and retirees for a London Private Wealth firm. She was a Fellow of the UK Financial Planning Society. In 2006, she became a CERTIFIED FINANCIAL PLANNERCM professional in the UK. Bethan joined Centric Wealth in 2009 and has since completed her Australian financial planning qualifications and become a CERTIFIED FINANCIAL PLANNER® professional of the Financial Planning Association of Australia (FPA). Bethan places a high value on client relationships. She aims to have a complete understanding of her clients’ core values in order to develop a tailored plan to help achieve their personal and financial goals.

Biography

Christine Park is a Partner in Business Advisory and the Head of the Findex Asian Business Group, specialising in advising and assisting companies of all sizes looking to engage in International Asian markets, with a special focus on Korea. Christine has a deep experience due to her decades of experience working with and advising businesses looking to engage opportunities between Australia and Korea having worked with numerous multinational corporations in both countries. As head of the firm’s Asian Business Group, Christine acts as the Australian contact for several foreign investors and businesses across Korea, Singapore, Malaysia, Vietnam, India, China, Philippines and Japan. Christine’s clients span a range of industries including; Mining, Energy, Manufacturing, Wholesale Trade, as well as International Shipping & Trade.

Biography

Damian has a passion for supporting people and businesses develop and thrive. With a sound understanding of your goals, Damian will help you to grow and reach your goals.

Damian joined Findex in 2004. Through a proven track record of supporting clients, Damian has risen to be a Senior Partner leading the Accounting & Tax team in Sydney. Damian is dedicated to helping clients achieve their financial goals by providing personalised service to suit individual client needs.

Damian’s client portfolio includes a range of companies, individuals, trusts and professional service organisations.

Biography

Daniel joined Centric Wealth's predecessor company - Kingsbridge and Eagle - in February 2006 and now leads the team of Centric Lending Advisers with offices in Brisbane, Melbourne, Canberra and Sydney.

Dan has been a Mortgage Consultant since 2003 with banking and finance industry experience since 1996. Dan specialises in Business Development, Mortgage Consulting and Credit Analysis, with special interest in complex residential Owner Occupied and Investment finance solutions/structures.

Daniel prides himself on his professionalism and friendly service whilst still giving a straight forward simple approach to finance solutions.

Daniel has also been ranked in the Mortgage Professional Association (MPA) top 100 broker for years 2007, 2008, 2009, 2012, 2014 and 2015.

Educational Qualifications

- Diploma of Business Management

- Diploma of Financial Services (Finance/ Mortgage Broking Management)

- Certified Mortgage Consultant - (MFAA)

- Member of the Mortgage and Finance Association of Australia (MFAA)

- Sequal Registered Broker

Biography

Daniel brings 15 years' experience in providing business, superannuation and taxation advice to privately owned business and works with businesses across a wide variety of industries including medical, digital design, construction, consumer products and retailers. Daniel is committed to assisting his clients with improving efficiencies, managing cash flow and helping to better manage their day to day compliance requirements. Daniel holds a Bachelor of Commerce degree from Sydney University and is a member of the Institute of Chartered Accountants in Australia.

Biography

David has a strong passion in helping clients acquire a firm sense of financial security. He works with his clients to navigate through their circumstances to help meet their financial needs. By doing so it allows his clients to spend more time focusing on other aspects of their life, such as family, friends or leisurely activities. David’s goal is to deliver the value that clients seek and believes that the best way to help a client is to put himself in their shoes and aim to meet a client’s goals as if they were his own. David specialises in providing tailored advice that focuses on wealth creation. He has a wide variety of financial expertise and can provide advice on investments, portfolio management, superannuation, SMSF strategies, retirement planning, life insurance, asset protection, cash flow management and forecast modelling. His experience providing advice ranges from everyday mum and dads to high net worth individuals. With many qualifications which include a Master’s in Financial Planning, as well as a double Bachelor’s degree of Applied Finance & Economics, David is a highly qualified Adviser in the industry.

Biography

Frank has been working in the financial planning industry after joining Centric Wealth in 1998. Prior to this Frank provided advice to clients, predominantly working with NSW corporate superannuation actuaries for a major life office since 1985. As a financial planner, he prides himself on developing tailored financial solutions for clients based on their individual circumstances, as well as providing structure and order to their financial affairs, so they can concentrate on what is important to them. Frank enjoys building long term relationships of trust with clients and the satisfaction of helping them in the journey to achieve their lifestyle goals.

Biography

Greg began financial planning consulting in 1985 after a diverse career in finance and management. He has spoken widely in seminars and has been quoted in the media – including appearances on television (“Sunday”, “60 Minutes”), radio (in Hong Kong) and the print media (Sydney Morning Herald). He designed and conducted, for more than eight years, an evening college program on Investment and Financial Planning. He assisted in setting, reviewing and marking examination papers for the University of Western Sydney’s undergraduate course. He held a board position on the Financial Planning Association’s Professional Ethics Committee and acted on behalf of the FPA in the area of consumer claims hearings. He has been called upon to provide expert testimony for litigation cases regarding financial planning advice.

Biography

I am an Associate Partner in the Sydney office and I have been providing GST advice to a broad range of clients for over 20 years. Having worked as an inhouse GST counsel at an ASX listed company for over 8 years, I believe is a unique skill set that helps me to better understand your needs. I provide high quality GST advice on all aspects of GST in a practical way with the aim to assist you growing your business.

Biography

Jim has been in the financial services industry since 2003, specialising as a risk insurance adviser in 2010 and is dedicated to providing tailored advice to individuals, their families and businesses. He is passionate about delivering financial peace of mind through his advice, particularly at claim time, and forging long-term professional relationships with his clients.

Biography

John has worked for over 18 years as a taxation and business growth adviser in mid tier and Big 4 firms. As a Partner at Findex within the Business Advisory division, John assists a variety of clients ranging from small to medium sized businesses and their owners, through to multinational corporations in order to develop tailored services to meet their requirements.

John has a vast range of expertise, including; Business and personal taxation advice together with ongoing compliance activities, outsourced accounting and CFO services. John also has a significant employment taxes practice and leads the Australian managed payroll team as well as leading Findex' appointed to the Wage Audit panel with iCare.

Biography

John has over 15 years’ experience in the financial services industry with NAB, MLC Insurance, HSBC and IOOF. John is a AFP® Practitioner and FAAA Aged Care Specialist™, holds Graduate Diploma in Financial Planning with Distinction from UTS and was a finalist in the 2021 AMP University Challenge (a national financial planning competition).

As an Associate Financial Adviser, John has a passion to help clients navigate through complex superannuation, tax, aged care & social security law to provide expert tailored financial advice with the aim of leaving an enduring impact on the financial lives and well-being for future generations.

Biography

Josh has a passion for developing long term relationships with prospective clients by understanding their unique goals and objectives for each stage of life.

Josh has worked in the financial planning industry since 2019, working closely with Senior Financial Advisers in formulating wealth, cashflow modelling, investment and estate planning strategies ensuring all avenues are explored, for a range of clients including accumulators, pre-retirees, retirees, business owners and high net worth individuals.

Biography

Josh values being able to help clients with solutions to generate, manage and protect their wealth, so that they can achieve their full financial potential. He assists his clients to navigate through the complex and everchanging geopolitical, macroeconomic, investment, product and legislative landscapes, to find an ideal solution to their needs.

Josh has built and sharpened his skills at a range of leading Australian financial institutions since 2013, such as Bedford Chartered Accountants (an AFR Top 40 Accounting Firm specialising in Tax), Valor Private Wealth (a private wealth firm specialising in Direct International Equities) and Westpac Banking Corporation.

Josh has deep knowledge of financial strategies that have been developed since he was first appointed as an Adviser within Valor Private Wealth in 2015. He later joined Findex in 2018 as an Associate Adviser, and in November 2019 he was promoted to an Adviser, leading the Wealth Management Business Unit in Far North Queensland, based in Cairns.

In February 2022, he returned to Sydney to continue his career closer to his family which is where he is based today.

In 2019, Josh earned the highest globally recognised financial planning designation, becoming a Certified Financial Planner CFP®, having achieved a weighted average mark throughout the AQF Level 8 course of 85% whilst also working full time. This qualification requires Josh to complete 40 hours of additional study each year as Continuous Professional Development to ensure his knowledge stays up to date.

Josh is also a provider of tax (financial) advice services, which requires additional Continuous Professional Development each year. Josh has an Advanced Diploma in Financial Planning (ADFP) and has completed a Bachelor of Commerce, majoring in both Accounting and Finance from Macquarie University, Sydney.

During his degree he achieved Credits and Distinctions in ‘Money and Finance’, ‘Issues in Applied Finance’, ‘Macroeconomic Analysis’, ‘Security Pricing and Hedging’, ‘Statistics’ and ‘Microeconomic Principals’ among others. Josh’s strong educational background, combined with extensive experience within both the Accounting and Financial Services industries, gives him a unique insight into providing solutions to his clients.

He is able to see client goals through both lenses (Taxation and Financial) and this ensures he can locate all opportunities available for his clients and have all strategies on the table for meeting their objectives.

Personally, he has a highly organised approach, sharp attention to detail, and the drive to deliver exceptional service and outcomes to his clients each and every time. He is well known for leaving no stone unturned in his mission to help them, or any of their friends or family he has been entrusted with.

Biography

Justin has over 20 years’ experience in Financial Services accumulated in Australia and overseas. He began his advice career assisting advisers with highly complex and technical solutions to achieve the best outcomes for their clients.

Over the years he has progressed his career and held senior positions in several well-known financial planning organisations. Listening carefully, asking the right questions, understanding the issues, applying deep research and coming up with innovative ideas and solutions for his clients is what drives him. Justin also understands the sensitive issues that may be in play and facilitates outcomes that fulfil a client’s unique personal requirements.

Biography

Justin has over 19 years’ experience in sustainability and climate change management, developing and implementing strategies and projects across private and government sectors. He has led the delivery of sustainability strategies and projects across several industries to improve environmental, social and corporate governance performance.

Biography

With over 25 years’ experience in the financial services industry starting out with Deloitte’s in Audit, progressing through to Small Business and Tax Accounting and ultimately landing in Financial Advice over 15 years ago, Karoline’s strong financial background ensures she is highly qualified and experienced to assist her clients. Karoline’s vast experience provides her with the skills to understand and articulate clients financial and lifestyle challenges and she has the unique ability to explain often technical concepts in client-friendly language. Karoline understands the importance of long term client relationships and she always displays a genuine, caring and professional approach with all of her clients. Her honest, positive and friendly nature makes clients from all walks of life feel immediately at ease. Karoline lives by the ethos “the future is made in the actions we take today”.

Biography

Katrina has over 25 years' experience in the Financial Services Industry, with over 15 years in personal financial planning. Katrina is a CERTIFIED FINANCIAL PLANNER® professional with a Masters Degree in Financial Planning (RMIT University) and a Diploma of Financial Markets (Securities Institute of Australia). She is a member of the Financial Planning Association of Australia and Finsia.

Biography

Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities. In 1997 Kieran immigrated to Australia to head up a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB. In late 2002 Kieran moved back into the Financial Services industry in the field of mortgage origination and joined Centric Wealth in late 2003. Kieran roles in Centric included Head of Lending, Head of Treasury Services and subsequently Head of Products and Services. Kieran joined the Findex Group Management Team as a result of its 2014 acquisition of Centric as Chief Investment Officer for the Findex Group. Kieran’s other responsibilities include: - Vice Chairman of the Findex Asset Allocation and Investment Committees - Responsible Manger of the Group Funds Management business and Responsible Entity - Senior management and administration roles in community based volunteer and not for profit organisations. Kieran’s studies include a Bachelor of Commerce in Accounting and Financial Management, Diploma in Lending, and various industry qualifications including RG 146 and AFMA Responsible Manager Qualifications. Kieran is also a graduate member of the Australian Institute of Company Directors.

Biography

Laura has over 25 years of corporate finance experience providing strategic corporate finance advice and funding across debt, M&A and equity capital markets. She has advised clients from start-ups to the largest Australian and global corporates and her experience spans a wide range of industry sectors.

Before joining Findex, Laura ran the corporate advisory business at Adara Partners. She was also Managing Director and Founder of her own independent advisory business, as well as holding senior roles in National Australia Bank’s Global Corporate and Institutional business. Laura also has global markets and investing experience, including at Goldman Sachs in London, bringing an additional investment advisory perspective to her clients.

Laura’s broad corporate finance expertise and previous roles establishing and running businesses enables her to advise clients throughout their business lifecycle. She also combines excellence in execution with a passion for delivering optimal outcomes for her clients.

Qualifications and Professional Memberships:

• Masters in Financial Management
• Postgraduate Diploma in Financial Management
• Postgraduate Certificate in Management
• Bachelor (Hons)
• AICD Company Directors Course

Biography

Leon has over 14 years of experience in Corporate Tax Advisory and Business Services. He oversees several portfolios of income tax consulting and compliance engagements with a particular focus on corporate clients and large property and investment trusts. He was also heavily involved in overseeing the R&D Tax Incentive offering of Findex. He provides comprehensive technical tax training both internally to staff and externally to clients. Leon is dedicated to staff management and mentorship to his team members. Leon prides himself on continual professional development through ongoing study and through client interaction. Leon is readily available to his clients to deliver practical and executable tax solutions efficiently. He finds the most satisfying part of his job is knowing that he has fulfilled his clients’ expectations and ensuring they are always happy with the results.

Biography

For more than twenty years, Matthew has held a variety of client advisory and corporate roles across the Wealth Management industry in Australia and the UK, with a particular focus on high-net-worth individuals and families, as well as not-for-profit organisations. As Head of Investment Relations for Findex, Matthew works in collaboration with the Findex Investment Team and Findex Financial Advisers to help construct and deliver the Findex investment proposition to clients.

Matthew holds a Bachelor of Commerce and a Graduate Diploma in Applied Finance. He is a member of the Financial Planning Association of Australia (FPA) and the Financial Services Institute of Australasia (FINSIA).

Biography

Meher has had 18 years of experience in the financial services industry and holds a Graduate Diploma in Financial Planning.

Meher has held various positions in banking and for the last 13 years has been working as a financial adviser.

Meher has vast and diverse experience and her broad knowledge enables her to create financial strategies to achieve her clients’ needs and long-term financial goals. She offers a unique understanding of people, product and services.

Biography

Nicholas has over 15 years' audit experience dealing with dynamic and fast growing businesses in both Australia and the United Kingdom. He has delivered services to a broad range of clients with a particular focus on technology and financial services, extending across privately owned, listed and multinational organisations.

Biography

Nick is an experienced adviser specialising in business consulting, outsourcing accounting and family advisory. Nick is regularly engaged by prominent and high growth global and local businesses and ultra high net worth clients to act as their chief accountant and adviser.

Nick is a Chartered Accountant and holds a Bachelor of Commerce (University of Sydney) and Master of Tax (University of NSW).

Biography

Pauline joined Findex in 2007, following two years in the banking sector. Prior to that, she enjoyed experience working in a taxation advisory role whilst studying for the Master degree in Accounting.

Pauline is passionate about helping people take control of their financial wellbeing. She does this by helping her clients make sense of their complex financial issues, identify and prioritise their goals. She then works beside her clients and assists them in achieving these goals.

Pauline prides herself on building and maintaining long term relationships with her clients. She supports her clients through times of their personal and lifestyle changes, and guides them throughout the ever-changing environment of both financial markets and regulations.

Pauline has experience across a broad range of financial planning services, such as; Superannuation and retirement planning, Wealth accumulation, Formulating appropriate investment structures, Asset allocation and investment strategies, Ongoing portfolio management, Aged Care advice and Social security advice.

Biography

Shane brings a wealth of experience in agribusiness in the insurance services industry to his role, with over a decade in the insurance industry, predominately as a general insurance broker servicing the agricultural industry.

Prior to joining Findex, Shane was the National Practice Group Leader for Agriculture for a global insurance brokerage. During his time there, Shane implemented the national strategy on agriculture and managed corporate and agribusiness accounts working on retention and incoming high service clients. Previous to that role, Shane was at Landmark, which is the largest diversified rural supplies business in the country. Here Shane held a number of insurance management positions in the country, both in the Central West of NSW and in North Western QLD.

Biography

Steve began his career in finance over 25 years ago. Steve procured commercial equipment finance for clients. He also worked with vendors & resellers by providing finance facility solutions to these businesses to present innovative commercial equipment solutions to their own clients. With over 20 years in the industry, Steve decided to branch out on his own helping clients to refinance mortgages and consolidate their debts, whilst also continuing to offer equipment finance solutions. Steve now joins Findex and his diverse experience and broad knowledge enable him to create finance strategies to help clients achieve their finance needs and long-term financial goals.

Biography

Tamim has worked in the Financial Planning Industry since 2015. He commenced his career by advising clients of Industry Super funds before joining Findex in 2018.

At Findex he has responsibility as joint adviser to a high net worth client base, working alongside a Senior Partner on matters such as cashflow planning, asset protection, structuring of entities and estate planning. He is also sole adviser to a growing book of Findex clients, who he is helping work towards their goals.

Tamim completed a commerce degree majoring in Economics & Finance, is a Certified Financial Planner and has completed his Aged Care Accreditation through Aged Care Steps.

Biography

Tony is an experienced financial markets practitioner with over 30 years in advisory, treasury, portfolio management, risk management and securitisation businesses. He combines commercial acumen with excellent technical and interpersonal skills to provide quality client advice.

Tony’s previous roles include Head of Macro Markets & Property Debt Advisory and Deputy Head of Debt Advisory for AMP Capital and Founder and Managing Principle for Magma Capital Advisory. This experience has enabled him to develop excellent market connections with a wide variety of lenders in the domestic and global markets and deep specialist knowledge in capital structuring, debt syndications, loan markets, interest and exchange risk management.

Taking a conservative and methodical approach, Tony has built a reputation as an independent and accountable practitioner whose clients place their full discretionary trust in his ability to deliver exceptional results.

Qualifications and Professional Memberships:

• Bachelor of Economics

Biography

Vanessa heads up the Grants Advisory service from our Sydney office. Vanessa’s 16 plus years’ experience in public practice accounting including EY, start-ups, corporate and most recently her own consultancy specialising in grants and funding, adds a unique strength and perspective to the grant writing ecosystem. Vanessa has a Bachelor of Commerce and is a member of CPA Australia and ICAI. She has a varied experience in accounting, audit, tax and small business advisory. Vanessa and her team of experienced grant writers assist individuals, businesses and not-for-profits across Australia and New Zealand. The skill set within the Grants Team ensures that we understand the complex process involved in identifying, writing and submitting funding applications.

Biography

Victoria is the Education Industry Manager for Findex and understands how Findex can help your organisation in compliance, transformation management and overall best practice procedures. Victoria is available to explore all of Findex Education solutions and service offerings with you, and connect you with the best Advisors across Accounting and Tax, Audit, Consulting and Wealth.

Biography

With extensive experience in private wealth management, Yogen has held senior wealth advisory roles across leading financial services institutions and major banks for over 12 years providing specialised strategic financial and investment advice to high net worth individuals and entities through trusted counsel.

Yogen’s personalised ‘whole of life’ approach to achieving the best goals orientated outcomes for clients is based on the principles of building long-lasting relationships, transparency, mutual trust, confidentiality and integrity.

Being committed to the changing face of the profession through ongoing education and best practice financial advice, Yogen is a registered Tax (Financial) Adviser with the Tax Practitioners Board and a member of Australia’s leading professional association of financial advisers, the Financial Planning Association.

Biography

Behrang (Kesh) has been in the finance industry for the past 18 years. He has been providing financial advice since 2011.

He holds a Bachelor of Electrical Engineering & Masters in Finance and has held Senior financial advising roles across different businesses and licences over the past 11 years.

His expertise lies in providing complex holistic advice across all facets of financial planning, ensuring Best Interest duty is demonstrated as the foundation of advice provided.

When not providing advice, he can be found hanging out with his spoodle puppy (Layla) & domestic medium hair kitten (popsicle) ensuring some type of order is maintained.