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Findex Traralgon

Address

31 Grey Street
Traralgon 3844 AU

Phone

(03) 5174 6466

Hours

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

Advisers in this office

Brad Tomholt

Adviser

Phone

(03) 5174 6466

Biography

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

Daniel Hilton

Partner - Lending and Finance

Phone

(03) 5174 6466

Biography

Daniel's expertise in the finance industry is far and wide; gaining considerable experience in the banking sector for eight years with the Commonwealth Bank and the National Bank. He knows what our clients' expectations will be as soon as they walk in the door.

My Specialties

Lending

Gordon Robertson

Partner - Audit & Assurance

Phone

(03) 5174 6466

Biography

With over 15 years' experience in audit and assurance with large accounting firms, Gordon specialises in assisting clients to meet their statutory reporting requirements and also operational issues which confront entities in today's economic environment.

My Specialties

Audit & Assurance

Jake Evans-Boulter

Adviser

Phone

(03) 5174 6466

Biography

Jake is a Financial Adviser within the Eastern Vic Financial Planning team servicing client across the Sale, Bairnsdale and Traralgon offices. Jake provides advice to clients covering a wide range of topics including retirement planning, wealth creation, wealth management and superannuation strategies.

My Specialties

Wealth Management

Tanya Barr

Consultant - Finance

Phone

(03) 5174 6466

Biography

Having commenced with Crowe Horwath in 2005, Tanya assists clients in arranging finance to meet their ongoing requirements. With access to a vast range of lenders, Tanya negotiates on behalf of clients to obtain the most suitable loan for them.

My Specialties

Lending