Findex Toowoomba

Biography

For close to 15 years, Andrew has been helping clients improve their financial positions. Partnering with a variety of clients, from the self-employed to individuals planning for retirement and beyond, Andrew has diverse knowledge on financial strategies and solutions to help clients achieve their financial goals.

Biography

With over 20 years of experience, Brett has extensive knowledge and expertise in providing business and taxation advice for small to medium sized businesses and high income earners in a diverse range of industry groups.

Biography

Bruce has been a Financial Planner since 2006 and holds the qualification of Master of Financial Planning (MFinPlan). He has worked as a Discretionary Fund Manager, and also ran his own successful practice in South Africa for 12 years prior to moving to Queensland in 2011 where he has worked as a Planner in the Darling Downs and Brisbane.

Biography

With over 15 years’ experience in the industry, Wendy provides tax, accounting and business advice to a diverse range of clients. Wendy specialises in devising tailored strategies to improve business performance, and provides advice on various matters including accounting, taxation, and structuring.

Biography

With over 17 years’ experience, Bruce is a Partner of Crowe based in our Toowoomba office and oversees all Assurance client work in delivered by the Toowoomba office. Bruce has extensive experience across a wide spectrum of public sector entities including Government owned corporations, Hospital and Health Services, Local governments and higher education. Bruce has worked on some of the most challenging contract audits on behalf of the QAO over his working career and places great importance on ensuring contract audits are delivered “as one” with the QAO. In addition Bruce has recent relevant listed, private company and multi-national organisations experience. Professional Background: Bachelor of Commerce / Management

Biography

Having spent the past 17 years in Financial Services, Chloe has gained extensive experience in providing personalised insurance advice to families, high net worth individuals and businesses. Chloe also specialises in difficult cases and claims management.

With strong medical knowledge and a wide network behind her, she delivers strategic advice to clients in a personal, easy, and professional manner.

Chloe is currently undertaking her Graduate Diploma of Financial Services and sits on the board of a large charitable organisation within Australia.

Biography

With over 10 years experience, Jason is an experienced adviser specialising in small to medium sized businesses and private family groups. Jason delivers succinct and practical advice to clients, across a broad range of industries.

Biography

Josh joined the financial services industry in 2003 and became an authorised Financial Adviser in 2006. As an adviser, Josh has worked in both banks and boutique financial planning practices, developing deep insight and astute technical knowledge, which he puts to good use educating and helping people grow in an area they may not know much about.

By taking the time to get to know his clients, Josh understands that each person has a different set of circumstances and has developed the tools to make the most of what people have for the best chance at the future they dream of.

Biography

As a previous business owner herself May particularly enjoys providing strategic business and tax advice to guide business owners through the challenges and opportunities of operating a business. Throughout her 25 year career, May has worked with both small and medium-sized businesses across a range of sectors including professional services, agriculture, trade and construction and medical.

On a personal level, May is passionate about contributing to the community through her volunteer and Board positions for not for profit organisations.

Biography

Taf is an Associate Partner working across Toowoomba and Brisbane locations.

Over the last 15 years, Tafadzwa (Taf) has worked across several countries in Africa, the Middle East, the USA and Australia.

His experience in external audit spreads across clients of varying profiles, covering the growing entities right up to Australia Stock Exchange (ASX) and New York Stock Exchange (NYSE) listed multi-national corporations.

Taf has worked well with his clients that are in sectors that include construction, education, energy, local government, manufacturing, not-for-profits and real estate.

Taf is involved in training the next generations of chartered accountants through his work as a mentor, marker and academic support for the institute, CAANZ.

He enjoys spending time with his wife Tinashe and their 2 boys. He wishes his golf game matched his love for the sport