Findex map marker

Findex Sydney

Address

Level 15, 1 O'Connell Street
Sydney 2000 AU

Phone

(02) 9262 2155

Hours

Monday - Friday
8:30am - 5:30pm

Advisers in this office

Andrew Chen

Partner - Business Advisory

Phone

(02) 9262 2155

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.

David Penpraze

Associate Partner

Phone

(02) 9262 2155

Biography

With over 15 years’ experience in 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.

My Specialties

Tax Advisory

John Haydon

Partner - Audit & Assurance

Phone

(02) 9262 2155

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.

Stuart Turner

Partner

Phone

(02) 9262 2155

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.

My Specialties

Lending and Finance

Suwarti Asmono

Partner - Audit & Assurance

Phone

(02) 9262 2155

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.

Jessica Brizuela

Associate Partner

Phone

(02) 9262 2155

Biography

Jessica has been working in the financial services industry for 15 years and became a new mum in December 2020. Working closely with family office clients at Findex, Jessica believes in understanding each client’s unique goals and developing long term relationships with clients. She enjoys sharing her expertise in Wealth Management, Strategic Financial Planning and Superannuation and Retirement Planning.

My Specialties

Wealth Management

Katrina Wroe

Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Natalie Stojanovska

Associate Adviser

Phone

(02) 9262 2155

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.

My Specialties

Lending and Finance

Garry Loffhagen

Senior Partner

Phone

(02) 9262 2155

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. Garry will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

My Specialties

Wealth Management

Frank Tesoriero

Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Greg Pride

Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Paul Crowne

Senior Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Matthew Taylor

Senior Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Daniel Lanna

Senior Partner - Lending

Phone

(02) 9262 2155

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

My Specialties

Lending and Finance

Matthew Swieconek

Managing Partner - Wealth Management

Phone

(02) 9262 2155

Biography

For more than twenty years, Matthew has held a variety of client advisory and corporate roles within the Wealth Management industry both within Australia and the UK. As a Managing Partner within the Wealth Division at Findex, Matthew leads a team of experienced Financial Planning professionals whose strategic and investment advisory services seek to achieve the best possible financial outcomes for clients. His role encompasses a broad geographical footprint that provides Matthew with an intimate understanding of client needs across numerous regional and metropolitan centres. Furthermore, Matthew’s experience working in financial markets through several equity market down-turns over the last two decades allows him to offer an accomplished perspective in his capacity as a voting member on the Findex Investment Committee. Matthew holds a Bachelor of Commerce from the University of Tasmania and a Graduate Diploma in Applied Finance and Investment attained through FINSIA. He is a member of the Financial Planning Association of Australia (FPA) and the Financial Services Institute of Australasia (FINSIA).

My Specialties

Wealth Management

Charlie Aydin

Partner

Phone

(02) 9262 2155

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.

My Specialties

Consulting

Ian Bacon

Adviser

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Christopher Heyes

Associate Partner

Phone

(02) 9262 2155

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

Emma Van Miltenburg

Principal Adviser - Wealth

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Tamim Marial

Adviser

Phone

(02) 9262 2155

Biography

Tamim commenced his career 4 years ago, honing his skills working in the Industry Super advice space. He has completed a Commerce degree majoring in Economics and Finance and has completed his Certification of Financial Planning (CFP) through the Financial Planning Association of Australia (FPA). He will be applying for the designation shortly.

My Specialties

Wealth Management

Damian Smith

Senior Partner

Phone

(02) 9262 2155

Biography

Damian has over 16 years’ experience in providing support to business in the areas of strategic planning, cash flow analysis, compliance reporting, audit and tax planning advice. Damian has a passion for watching businesses develop and mature, consulting with his clients to help them overcome any hurdles they face.

Jim Softsis

Managing Partner - Business Advisory

Phone

(02) 9262 2155

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.

Karoline Besser

Partner

Phone

(02) 9262 2155

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”.

My Specialties

Wealth Management

Leo Cohilj

Senior Partner

Phone

(02) 9262 2155

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.

Shane Castueras

Adviser

Phone

(02) 9262 2155

Biography

Insurance professional with over 15 years industry experience. Shane specialises in the SME and Middle market segments and advises on all aspects of risk management and policy solutions /implementation. Shane is very customer oriented.

My Specialties

General Insurance

Anthony Patrk

Partner

Phone

(02) 9262 2155

Biography

Anthony is a Chartered Tax Adviser and Chartered Accountant with more than 18 years Domestic and International tax experience, providing practical tax advisory and compliance services to Australian based groups and foreign owned multinationals. He has a passion for tax with strong tax technical knowledge. Anthony enjoys building professional relationships at all stakeholder levels to provide sound tax advice to clients based on overall strategic and commercial objectives. This includes working collaboratively across all parts of their business to identify opportunities and effectively managing tax positions by breaking down complex tax matters, often for non-tax audiences. His experience includes structuring of inbound and outbound investments, mergers and acquisitions, repatriation issues and significant dealings with the ATO.

Matthew Morgan

Associate Partner

Phone

(02) 9262 2155

Biography

Matthew is a Licensed Customs Broker & International Trade Specialist with over 18 years experience working in the logistics and professional services industries. His experience is complemented by university studies in international business, public relations and customs administration. Matthew is actively involved within the National Committee for Trade Facilitation (NCTF), which is the primary group that actively engages with the Department of Home Affairs on trade modernization initiatives. With a passion for emerging technologies and Logistics 4.0, Matthew incorporates integrated digital solutions within his service offering to help clients optimise their supply chains, navigate the regulatory burdens of global trade and succeed in new markets

My Specialties

Tax Advisory

Robin Rajadhyaksha

Partner - Audit & Assurance

Phone

(02) 9262 2155

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.

Jo Potts

Senior Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Keerthiga Sharma

Manager

Phone

(02) 9262 2155

Biography

As a Chartered Accountant and a Lawyer, Keerthiga has extensive experience in transfer pricing and international tax. She has assisted Australian based groups and foreign-owned multinationals with their transfer pricing requirements. Her experience includes working on transfer pricing compliance engagements and working on complex advisory projects. She also has wide experience in disputes resolution and controversy. Keerthiga has a strong transfer pricing technical knowledge and is passionate about building professional relationships while providing solutions to her clients.

My Specialties

Tax Advisory

Barbara Richmond

Partner

Phone

(02) 9262 2155

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.

My Specialties

External Audit

Bethan Davis

Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Christine Park

Partner

Phone

(02) 9262 2155

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.

Rishi Agarwal

Manager

Phone

(02) 9262 2155

Biography

Rishi is an agile internal audit and risk management professional with extensive experience in providing internal audit services, regulatory compliance audits, anti-money laundering/counter terrorism financing (AML/CTF), fraud and investigations, operational audits, risk management consulting and advisory services. These services were provided to both public and private sector clients within multiple industries in Australia, NZ, US, UK, Ireland and India with a strong focus on financial services and infrastructure sector clients.

Justin Pratt

Associate Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Pauline Song

Associate Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Stephen Davis

Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Terry Vogiatzis

Associate Partner

Phone

(02) 9262 2155

Biography

Terry has been working in the financial services industry since 2012. Prior to joining Findex, Terry worked as an accountant in the taxation and business advisory sectors. He has a passion for taking a tailored and analytical approach to helping clients achieve their goals and objectives. Terry has attained the Certified Financial Planner (CFP) designation, which is the highest level of professional endorsement offered by the Financial Planning Association of Australia. Terry has also completed an SMSF Specialist Course through DBA Lawyers and holds a Bachelor of Commerce majoring in Accounting from Macquarie University.

My Specialties

Wealth Management

Matthew Saad

Senior Partner

Phone

(02) 9262 2155

Biography

Matthew joined Findex in 2012, after working for a Big Four firm for 10 years. Matthew focuses on building trusted, long-term relationships with each of his clients, irrespective of sector, whilst providing tax due diligence and tax consulting services.

John Manjariotis

Associate Partner

Phone

(02) 9262 2155

Biography

John has over 25 years of experience in providing tax specialist services. This includes 10 years in a big 4 firm focusing on the insurance and funds management industries. John now specialises in providing tax specialist services to small to medium enterprises (SME), family groups and high net worth individuals including in relation to group restructures, M&A transactions (including both divestments and acquisitions) and succession planning matters. John advises on the use of partnerships, trusts and companies to hold private wealth and carry on business, and frequently advises on how income tax concessions can be used to restructure an existing group of entities. This includes a focus on CGT rollovers, tax consolidation, small business CGT concessions, trusts and Division 7A.

My Specialties

Tax Advisory

Leon Ortega

Associate Partner

Phone

(02) 9262 2155

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.

Andrew Rafty

Partner

Phone

(02) 9262 2155

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.

My Specialties

Wealth Management

Greg Barter

Senior Partner

Phone

(02) 9262 2155

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. Greg will work with you to build a strategy for each stage of your financial life cycle, enabling you to begin to achieve your goals.

My Specialties

Wealth Management

Anique Vo

Senior Adviser

Phone

(02) 9262 2155

Biography

Anique is specialising in wealth protection management with a track record of over 12 years tailoring private wealth and business protections solutions for high net worth clients. Before joining Findex, Anique was with Mitchell Asset Management as a Director of Private Wealth Protection and was with Commonwealth Private Banking, where she was exposed to a variety of complex private and business structures. This allowed her to hone her expertise in designing robust insurance and wealth protection strategies for busy professionals. Anique likes to thoroughly understand her clients and their businesses. She is passionate about growing and maintaining long-term relationships with business partners. She is able to leverage her strong network within the financial services and insurance industries to provide worry-free solutions and successfully navigate the complex claims process. For her clients, the experience is smooth and the results are seamless. Qualifications - AdvDipFP

My Specialties

Risk Insurance

Greg Middleton

Wealth Adviser

Phone

(02) 9262 2155

Biography

Greg has over 20 years experience in the financial services industry. Greg’s experience spans Chartered Accountant Coopers & Lybrand (now PWC), Treasury Department Chase Manhattan Bank and Funds Management CBA Bank, then became a Financial Adviser.

My Specialties

Wealth Management

Kieran Canavan

Chief Investment Officer

Phone

(02) 9262 2155

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.

My Specialties

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Tony Krohn

Partner

Phone

(02) 9262 2155

Biography

Tony is an experienced financial markets practitioner with over 30 years’ experience in advisory, treasury, portfolio management, risk management and securitisation businesses. He has specialist knowledge in capital structuring, debt syndications, loan markets, debt capital markets, interest rate and foreign exchange risk management, securitisation, treasury operations and business change management. Tony possesses a strong commercial acumen combined with excellent technical and interpersonal skills resulting in the provision of high quality advice for clients. Tony has been married for 19 years and has a daughter aged 13 years and a son aged 11 years.

My Specialties

Corporate Finance

Aaditya Gholkar

Consultant

Phone

(02) 9262 2155

Biography

Aaditya is a consultant in the Sydney tax team and primarily works with small to large companies across various industries, providing practical tax advisory services to clients with the ultimate aim being improvement in their businesses. Aaditya is passionate about providing specialist advice to clients that will make an impact and assist them in achieving their goals.

My Specialties

Tax Advisory

Anthony Bell

Associate Partner

Phone

(02) 9262 2155

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.

My Specialties

Corporate Finance

Waqar Ali

Associate Partner

Phone

(02) 9262 2155

Biography

Waqar is an Associate Partner in our Corporate Finance Valuations team. He has more than 14 years of experience in valuing different classes of equity, businesses operating at different stages in their business cycle, intangibles, preparing Purchase Price Allocations, Options, and Independent Experts Reports. Waqar’s extensive experience spans across industries such as metals and mining, information technology, financial services, manufacturing, healthcare, hospitality and education, allowing him to bring an understanding of the key performance drivers to each of these industries and the valuation implications.

My Specialties

Corporate Finance

Nick Park

Partner

Phone

(02) 9262 2155

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).

Alison Swansborough

Associate Partner

Phone

(02) 9262 2155

Biography

Alison is an Associate 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.

My Specialties

External Audit

Steve Domonkos

Adviser

Phone

(02) 9262 2155

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.

My Specialties

Lending and Finance

Sarah Eltakchi

Partner

Phone

(02) 9262 2155

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.

Kevin McGrath

Associate Partner

Phone

(02) 9262 2155

Biography

Kevin has been working in the financial services industry for over 10 years. During this time, he has worked in both Ireland and Australia, and gained experience in both boutique and larger financial services firms. He has held positions in high net wealth private client and corporate pension administration. Kevin joined Findex in 2015 as the manager of the Adviser Support team. The core responsibilities of the team included writing strategic financial plans and providing ongoing technical support for advisers in relation to financial planning strategies and governing industry legislation. In 2017, Kevin transitioned back into a client facing role joining the Findex Adviser team focusing on the provision of high quality financial advice specific to each of his clients needs and personal circumstances. Over the years, Kevin has completed a number of academic qualifications in financial planning in both Ireland and Australia and uses this technical knowledge, combined with his workplace experience, to construct and implement strategic financial plans. Kevin is enthusiastic about building long lasting relationships and always aims to achieve the best possible outcomes for his clients. Kevin's main offices are Sydney and Canberra.

My Specialties

Wealth Management

Simon File

Senior Partner

Phone

(02) 9262 2155

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.