Findex Torquay

Biography

With over 20 years’ experience in the industry, Andrew provides specialist advice in the area of Business Protection and Personal Insurance.

Andrew holds a Bachelor of Economics and a Diploma of Financial Services (Financial Planning). During his time in the industry, Andrew has a diverse range of experience, having worked in a boutique family business and also in a large corporate advisory firm.

Qualifications and Memberships:

- Bachelor of Economics

- Diploma of Financial Services (Financial Planning)

Andrews works across several offices including; Warrnambool, Hamilton and Torquay.

Biography

Damian has over 21 years' experience and provides advice in retirement planning, superannuation and share trading. His exceptional client service standards have previously been referred to in the national financial planning magazine 'Smart Investor'. Damian also specialises in SMSF Limited Recourse Borrowing Arrangements (LRBA). Damian works across four offices Torquay, Colac, Geelong and Melbourne.

Biography

Michael has over 10 years’ experience in business advisory. He has advised clients across a broad range of industries including retail, construction, agriculture and professional services. Michael enjoys working closely and proactively with clients to help them achieve their personal and business goals. Michael works across three offices Colac, Lorne and Torquay.

Biography

Mark has been with the firm for 20 years, based in Colac he also manages the Geelong and Torquay offices.

As Executive Managing Partner, Mark collaborates closely with the senior executive group working to deliver proactive services to all Findex clients via the family office model.

Mark’s expertise is in accounting and business advisory and he strives to deliver superior client service and simple, practical commercial advice for his clients.

His extensive knowledge includes experience in business structuring and planning, taxation advice, small business Capital Gains Tax Advice, cashflow forecasting, budgeting and modelling of financial statements across multiple industries.

Biography

David has worked in the financial planning industry since 2011 and is passionate about understanding and forming long term relationship with his clients.

As a Certified Financial Planner, David thrives on having meaningful discussions with his clients identifying their lifestyle aspirations, financial objectives and personal values. He specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs and, via regular review, ensuring these strategies continue to meet these needs.

Biography

Nelan’s goal is to help you identify opportunities at any stage of your financial life cycle, from start-up through to expansion we can help you grow your business. Nelan has advised clients across a number of industries including agriculture, construction, retail and professional services. He enjoys working closely with clients as they start their business and also with their budgeting, cashflow forecasting and migration into the various cloud accounting programs.

Biography

Tony has over 25 years experience with Findex in Accounting and Business Advisory services and taxation services. Tony has a strong technical knowledge in taxation, GST, capital gains taxation, companies and providing advice on business structures.

Tony enjoys helping clients on a hands on basis to achieve their goals.