Findex Townsville

Biography

Brad started in the financial services industry in 1997 with Legal & General. During his time in financial services, he has worked in a number of advice roles including business development manager, relationship manager and financial planner.

Biography

David is a FCPA, and Chartered Tax Adviser, has over 30 years’ tax experience and leads the North Queensland Tax Advisory team. He specialises in providing practical advice in a complex taxation environment. His areas of expertise are diverse and includes Corporate Taxation, CGT and small business CGT concessions, Taxation of Trusts, restructuring, purchase and sale of businesses and entities, estate and succession planning.

Biography

Donna has significant public sector and not for profit experience. She is a delegated signatory for the Auditor General of Queensland and has over 20 years of audit experience across a wide array of industries and entity types, including international experience. She is people driven and believes the client relationship is key to delivering a value added experience to any client.

Biography

Providing tailored accounting and business advisory services to her valued clients from general compliance work, cash flow forecasts, business planning and structuring advice. Dedicated to providing the highest level of customer service and staying up to date with the latest developments, legislation and trends.

Adviser to many small to medium sized private enterprises across a variety of industries including construction, hospitality & primary production.

Biography

Navigating market changes can be challenging for any business. Maria’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.

Biography

While Mark has worked within the audit and assurance service area for most of his professional career, he has gained valuable knowledge and experience from working within the education and public sectors.

Biography

Navigating market changes can be challenging for any business. Natalie’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.

Biography

Sonia has worked predominantly in taxation and business services during her professional career. She is responsible for a large group of clients ranging from individuals, to large family companies across all sectors of industry.

Biography

Navigating market changes can be challenging for any business. Stephen’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.

Biography

As a Partner based in Findex’s Townsville office, Trina has over 25 years experience in providing tailored accounting and business advisory services to her valued clients. Trina has a dedicated client focus and is the adviser to many small to medium sized private enterprises across varied industry segments. The provision of advice ranges from general compliance work, which involves the preparation of financial statements and tax returns for companies, trusts and partnerships, through to focused business planning, cash flow management, and strategic business structuring advices.

Biography

With extensive experience in entrepreneurial services, Troy is the advisor for many small to medium sized private enterprises. The provision of advice ranges from general compliance work, which involves the preparation of financial statements and tax returns for companies, trusts and partnerships operating in these businesses, through to business planning, cash flow management, profit projections and ongoing business advice.

Biography

Wendy has over 20 years' experience as an accountant in public practice. She has a responsibility for a group of clients ranging from individuals, clubs and societies to large family companies in all sectors of industry, in particular construction and primary production.

Biography

Brianna aims to generate and contribute value with all client work. Predominately working in business advisory and taxation, Brianna assists a wide variety of clients including companies, partnerships, trusts, and individuals. She is passionate about tax accounting and has continuing experience in the area.

Biography

Based in our Townsville Office, Jane has over 20 years experience in Accounting and Business Advisory. With having some of the same clients for over 20 years, Jane has a dedicated customer focus and works with a wide variety of small to medium sized enterprises. This includes, but not limited to the preparation of financial statements, income tax returns for Companies, Trust and Partnerships, tax planning, fringe benefits tax and general business advice.

Biography

With over 30 years’ experience in the banking, insurance and finance industries, Kerry brings a broad range of technical knowledge and personal skills to the team, providing advice on a range of financial products and strategies, specifically aged care advisory, cash flow management, investments and portfolio structuring, superannuation, estate and retirement planning, risk protection, debt management and gearing strategies.

She understands the benefits and importance of ongoing service and prides herself on developing and maintaining solid relationships with clients. Kerry holds a Graduate Diploma of Financial Planning and the Certified Financial Planner designation.

Biography

Margaret is the general insurance adviser located in the Townsville office in North Queensland and has 15 years experience within the insurance industry. Margaret is able to provide tailored insurance for a wide range clients. Be it personal insurance, farm, commercial and the more complex risk situations, Margaret is able to find the best plan for her clients needs.

Biography

Nik is committed to helping clients make wise decisions about their business and taxation needs. With a comprehensive understanding of your goals, Nik will help to ensure that these are achieved.

As a skilled strategist, Nik is particularly adept at helping his clients articulate exactly what they want their hard work to achieve. He has a considerable amount of experience in a broad range of areas including but not limited to; medical, construction, agribusiness, and retail.

Nik enjoys assisting and mentoring clients and his many years of experience mean’s he understands the triumphs and challenges involved. In particular, he enjoys working with start-up businesses on what to expect on the path ahead.

Biography

Shiona has over 15 years experience in the financial services industry.

Shiona prides herself on developing long term relationships with her clients and helping them achieve their goals.

She provides holistic advice across pre- and post retirement planning including Centrelink strategies, investment strategies for super and non-super, super contributions and tax effective estate planning strategies.

“We found Shiona’s professional approach and expertise exceeded our expectations in every way, including managing our superannuation and general financial advisory needs, taxation, market analysis, support with Centrelink, income analysis and projection of wealth throughout our retirement, and our preferred tolerance to risk and return” - Roy and Pamela - Retired clients

Biography

Stacie has been working with the Townsville team since the start of her career in 2016. As a region local, she is dedicated to providing high quality, personalised accounting and tax advice to her clients.

Biography

Tracey has a diverse range of experience providing external audit and financial reporting advisory services to public, private and not-for-profit sector entities, with specific expertise in the local government and education sectors.

Tracey’s clients benefit from her comprehensive knowledge of current and emerging issues and her recognised expertise, professionalism and excellent communication skills have crafted long-standing client relationships and delivered consistently effective results.