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.

My Specialties

Business Advisory

Andrew Rafty

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. Andrew 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

Charlie Aydin

Partner

Phone

(02) 9262 2155

Biography

Charlie has over 18 years 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

Credit Consulting

Christopher Heyes

Associate Partner

Phone

(02) 9262 2155

Biography

The effective management of your tax position is critical, and getting the right advice upfront can make a significant difference to your bottom line. Christopher can assist a broad range of specialist tax services to manage your risks and exposure.This services include GST, Customs and Excise, Resources Taxes and Research and Development.

Damian Smith

Senior Partner - Business Advisory

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.

David Keane

Partner

Phone

(02) 9262 2155

Biography

The effective management of your tax position is critical, and getting the right advice upfront can make a significant difference to your bottom line. David specialises in assisting clients ranging from individuals up to large multinational groups. David’s expertise include navigating the complexities of tax consolidation and inbound and outbound investment.

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

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

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. Garrywill 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

Greg Barter

Principal Adviser

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

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.

My Specialties

Business 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.

Jo Potts

Partner - Wealth Management

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

John Taylor

Consultant

Phone

(02) 9262 2155

Biography

Navigating market changes can be challenging for any business. John’s goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From start-up through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.

My Specialties

Business Advisory

Khaled El-Feki

Senior Partner - Business Advisory

Phone

(02) 9262 2155

Biography

Khaled is an experienced chartered accountant and business advisor, specialising in business consulting, taxation and statutory compliance of businesses in the middle-market.

My Specialties

Business AdvisoryTax

Leah Russell

Lead Partner

Phone

(02) 9262 2155

Biography

Leah brings together a strong body of technical knowledge, hands-on experience, a dedication to agreed timelines and a diligent yet approachable demeanour – her clients know they can turn to her for advice, and that she will always get the job done on time.

Leo Cohilj

Partner - Business Advisory

Phone

(02) 9262 2155

Biography

Leo Cohilj has worked for close to 20 years as a taxation and business growth advisor. As a Partner with Crowe Horwath Australia within the Business Advisory division, Leo assists a variety of clients ranging from small to mid sized businesses and their owners through to multinational corporations in order to develop tailored services to meet their requirements.

My Specialties

Business Advisory

Matthew Saad

Partner

Phone

(02) 9262 2155

Biography

Matthew joined Crowe Horwath 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.

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

Nathan Timosevski

Partner - Corporate Finance

Phone

(02) 9262 2155

Biography

Nathan joined the corporate finance group at Crowe Horwath in 2005. Nathan’s work includes business, equity and intellectual property valuations, including purchase price allocations and public company independent experts reports for clients across a diverse range of industries.

My Specialties

Corporate Finance

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

Nikolla Cocks

Adviser

Phone

(02) 9262 2155

Biography

Nikolla is a Senior Advisor in Crowe Horwath’s General Insurance division. Nikolla’s diverse professional background spans across both global and local insurance markets, dealing with clients from a wide range of industries and has strong technical capabilities across a broad spectrum of insurance products.

My Specialties

General Insurance

Phil Donnelly

Partner - Business Advisory

Phone

(02) 9262 2155

Biography

With over 30 years' experience in professional tax, Phil provides business management advice focused on lifting profitability, as well as strategies to enhance business value. He also helps clients with a range of business taxation issues and has a special interest in property investment and development.

My Specialties

Business Advisory

Robin Rajadhyaksha

Partner - Audit & Assurance

Phone

(02) 9262 2155

Biography

Robin brings 19 years’ experience in providing governance, risk management, internal audit and advisory services. Robin prides himself on helping clients establish and maintain effective governance and control, evaluate potential transactions and change programs and deliver efficiencies through enhancing operating structures and improving processes.

Ron de Wit

Lead Principal

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. Ron 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

Sam Neale

Lead Partner - Tax Advisory

Phone

(02) 9262 2155

Biography

Sam is a Lead Partner in Crowe Horwath’s tax advisory group. He has more than 15 years’ experience as an adviser in the corporate tax industry, including 12 years at Big Four firms in international tax and mergers & acquisitions teams. He specialises in local and cross-border income tax structuring and transfer pricing advice across a wide range of industries.

Stephen Davis

Senior 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. 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

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.

Stuart Turner

Credit Adviser

Phone

(02) 9262 2155

Biography

Stuart has over 14 years experience working in the Australian Financial Services industry. Prior to joining Centric Wealth Stuart worked for eight years with Homeside Lending & MLC Mortgage Solutions, both divisions of National Australia Bank. Stuart’s expertise is aligning himself closely with Financial Planners to understand High Net Worth client structures rquirements for complex lending scenario’s. As well as looking after complex lending scenario’s, Stuart also specialises in residential Owner Occupied & Investment structures. Stuart prides himself on his professionalism and service to his clients throughout the lending process.

My Specialties

Lending

Todd Dewey

Associate Partner

Phone

(02) 9262 2155

Biography

Todd is an Associate Partner in the Risk Consulting business in Sydney. Todd provides internal audit, assurance, risk management and governance advisory services across Federal and State Government bodies, Local Councils and corporates.

My Specialties

Business Advisory

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

Bethan Harris

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

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

Jessica Brizuela

Phone

(02) 9262 2155

Biography

Jessica has been working in the financial services industry for 11 years and joined Centric Wealth in 2012 to work closely with family office clients. Jessica believes in understanding each client’s unique goals and developing long term relationships with clients. Her expertise lies in the following areas: - Wealth Management - Strategic Financial Planning - Superannuation and Retirement Planning - Family Office Portfolio Management & Reporting

My Specialties

Wealth Management

Greg Middleton

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

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

Chris Rae

Phone

(02) 9262 2155

Biography

Chris has worked in the financial services industry for over fifteen years and first joined Centric Wealth in 2004 before leaving to work in technical services at Colonial First State and subsequently becoming a director and owner of a boutique financial planning firm. Having recently sold his interest in this business, Chris has rejoined Centric Wealth and brings considerable experience in advising a wide range of clients, including small to medium business owners, corporate executives, high net worth individuals and families. Chris’ experience in offering professional financial planning services and advice includes the development and implementation of comprehensive long term financial plans, the formulation of appropriate strategies and investment structures in addition to expert ongoing portfolio management.

My Specialties

Wealth Management

Katrina Wroe

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

Boban Petreski

Associate Adviser

Phone

(02) 9262 2155

Biography

Boban has been working in the financial services industry for over 5 years. Prior to Centric Wealth, Boban provided advice to clients from retail and industry superfunds across a wide range of areas such as superannuation and retirement planning, risk protection and investment strategies. His ongoing education, professional development and ambition will ensure the continuous provisions of the highest quality financial advice. He is supported by a team of experienced professionals who work together to provide his clients with an exceptional level of service.

My Specialties

Wealth Management

Joshua Logan

Phone

(02) 9262 2155

Biography

Josh has experience within both the accounting and financial services industries. Prior to joining Centric Wealth, he worked at a top 100 accounting firm, a boutique private wealth firm and a global wealth management organisation. Josh aims to implement the skills he has obtained throughout his career to provide fantastic financial advice to ensure outstanding client outcomes. He also aims to ensure that the process is as stress free as possible. Josh has a thorough knowledge of different financial strategies to achieve client goals, and is continually learning to keep up to date with legislation and economic changes so his clients have an optimal solution to their needs.

My Specialties

Wealth Management

Pauline Song

Associate Partner

Phone

(02) 9262 2155

Biography

Pauline joined Centric Wealth 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 their personal and lifestyle changes, and guides them throughout the ever changing environment of both financial markets and regulations.

My Specialties

Wealth Management

Leanna Katsikaris

Adviser

Phone

(02) 9262 2155

Biography

Leanna is approachable, knowledgeable and has a passion for insuring her clients and their families are well protected. Leanna is a Personal and Business Insurance specialist with over 15 years’ experience working in the financial services industry with the majority of her career specialising in risk insurance. Over the years, Leanna has gained deeper understanding of the intertwined relationship between business and personal planning to build strategic plans that is business succession. Performing a dual role advising Risk Insurance and Corporate Benefits, Leanna offers advice in multiple areas working closely with her clients and their professional advisers to deliver meaningful insurance advice specific to their needs.

Steve Davis

Phone

(02) 9262 2155

Biography

Steve joined Investor Security Group, (predecessor to Centric Wealth), in January 2000. He has been working in the financial planning industry since 1997 in which time he has enjoyed providing strategic advice to retirees and wealth accumulators to meet their ongoing personal and financial objectives. Steve builds long lasting relationships with his client based on trust and feels privileged to be granted the important responsibility of managing his client’s financial affairs. His high quality, client focused service approach provides clients with peace of mind so that they can pursue and enjoy their interests.

My Specialties

Wealth Management

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

Christine Tacadena

Associate Adviser

Phone

(02) 9262 2155

Biography

Christine has been working in the financial services industry since 2012. During this time she has held advisory roles in boutique firms, retail banks and has worked as a business analyst in life reinsurance. Her diverse experience and broad knowledge enables her to create financial strategies to achieve her client’s needs and long term financial goals. Christine’s ongoing education, professional development and support from a team of experienced professionals will ensure the continuous provision of quality advice and exceptional levels of service.

My Specialties

Wealth Management

Ian Bacon

Associate Adviser

Phone

(02) 9262 2155

Biography

Ian's professional experience spans across financial services, accounting and taxation. Prior to joining Centric Wealth, he worked at a top tier accounting firm for 8 years. Ian holds a Diploma of Financial Planning, a Bachelor of Business, and is a member of the Institute of Chartered Accountants in Australia. Ian’s diverse experience and broad education enable him to create financial strategies to achieve his clients’ needs and long term financial goals.

My Specialties

Wealth Management

Tom Hansen

Phone

(02) 9262 2155

Biography

Tom has 10 years’ experience in the lending and finance industry. Over the years Tom has held management positions in retail banking and also served as a Business Banker servicing client portfolio’s on the Northern Beaches and Sydney CBD. This has provided him with the appropriate knowledge and understanding to provide high quality & structured lending advice to new or existing clients in a range of services, from complex residential lending through to SME businesses and equipment funding. Tom has completed his Diploma in Finance and Mortgage Broking and is also a member of the Mortgage Finance Association of Australia.

My Specialties

Wealth Management

Alexander Galvin

Associate Adviser

Phone

(02) 9262 2155

Biography

Alex has been working in the financial services industry since 2014. Through his career he has earned a Master of Financial Planning qualification and achieved the internationally recognised Certified Financial Planner® designation through the Financial Planning Association of Australia (FPA).

My Specialties

Wealth Management

Kevin McGrath

Associate Partner

Phone

(02) 9262 2155

Biography

Kevin has been working in the financial services industry for over 9 years. During this time, he has worked in both Ireland and Australia, and gained experience in boutique and larger financial services firms. He has held positions in high net wealth client services and corporate pension administration. Kevin joined Centric Wealth 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 has completed a number of 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.

My Specialties

Wealth Management

William Tremayne

Phone

(02) 9262 2155

Biography

Will has 10 years’ experience in the banking industry in a variety of lending roles. Will has extensive commercial lending experience coupled with strong knowledge of complex residential lending & Equipment Finance. Will holds a Diploma in Finance and Mortgage Broking; and is currently studying towards his Master in Business Administration (MBA) in Finance.

My Specialties

Lending

Natalie Stojanovska

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

Chris Walker

Phone

(02) 9262 2155

Biography

Chris has an extensive career in the banking and financial services industry which spans over 30 years. During this time, he has held a variety of executive roles in consumer finance, business and corporate banking, and wealth management businesses. Chris has been with Centric Wealth since June 2016 and enjoys assisting clients with complex financial decisions by providing cost effective funding solutions for their consumer and commercial credit needs. He is experienced in working closely with other financial services professionals and embraces the opportunity to play a role in seeing his clients’ achieve their personal and business aspirations.

My Specialties

Lending

Matthew Swieconek

Managing Partner - Wealth Management

Phone

(02) 9262 2155

Biography

My Specialties

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Andy Chou

Associate Partner - Business Advisory

Phone

(02) 9262 2155

Biography

Andy is an associate partner in Sydney. Andy provides taxation, business structuring and planning, business consulting and statutory compliance to clients across a diverse range of industries in the middle-market.

My Specialties

Business Advisory

Terry Vogiatzis

Adviser - Wealth Management

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, where he acquired a diverse range of knowledge and skills, including entity structuring, tax planning, and tax minimisation. He has a passion for taking a highly tailored, precise 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.

My Specialties

Wealth Management