Findex Warragul

Biography

Daniel commenced work with Findex in 2005 and is currently based in our Warragul office as a Senior Manager in the Accounting & Business Advisory team. During his time at Findex he has gained extensive experience in Business Advisory Services and Tax Advisory.

Daniel completed a Bachelor of Business (Accounting) and Bachelor of Business (Management) double degree at Monash University in 2008. Daniel became a member of the Institute of Chartered Accountants in 2011 and a Fellow of the Tax Institute in 2014. Daniel completed a Master of Taxation at Curtin University in 2014 and became a Chartered Tax Adviser with the Tax Institute in 2023.

Daniel specialises in small to medium sized entities and consults with clients in various fields of taxation, including income tax, capital gains tax, small business CGT concessions, business restructures, GST, fringe benefits tax and trusts.

Biography

Daniel Hilton is a Managing Partner in our Lending and Finance division. He is a seasoned finance professional with extensive expertise in the industry having spent 27 years working in the banking and Finance sector, speculating in business and commercial finance. Daniel's understanding of the financial landscape is far-reaching, and he has a unique insight into the expectations of clients. He understands that clients expect tailored financial solutions that meet their specific needs, and he is passionate about providing this level of service.

As a finance expert, Daniel is well-versed in various financial products and services, and he has the skills and knowledge to provide valuable advice and support to clients. He is committed to helping clients achieve their financial goals and empowering them to make informed decisions about their finances.

Daniel holds a Bachelor of Business and Diploma in Finance and Mortgage Broking.

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.

Biography

Jennifer is an experienced member of the audit team and manages a number of engagements in the not for profit sector, including health services and private schools. She also conducts compliance audits for trust accounts, and assists clients with financial statement preparation.

Biography

Mark has been with Crowe Horwath since 2003 and has 18 years of experience working with leading global and local accounting firms during his career. Mark is passionate about making sure his clients have appropriate recording and reporting processes to ensure all information is available when making decisions.

Biography

Monique specialises in external audit, and also has internal audit experience. Monique has a wide range of audit experience including the public health, education, not for profit, and private sectors. Monique is dedicated to ensuring that her clients’ audit and assurance needs are met.

Biography

Having commenced with Findex 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.

Biography

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

Adam holds a Bachelor of Business (Finance and Investment) and a Diploma of Financial Planning. Adam joined Findex as an Associate Adviser and has now become an Associate Partner, with a number of years’ experience in financial services. Adam works closely with individuals to achieve their desired outcomes, focusing on all aspects of client financial planning goals and objectives. He has strong technical knowledge and enjoys seeing clients achieve their goals.

Biography

Peter joined Findex in February 2004 having previously worked in the Banking Industry for 23 years and prior to joining Findex was Branch Manager for 5 years.

Peter gained considerable experience in all facets of Lending and Finance including commercial, rural, home and investment and equipment lending. With 23 years experience in Lending and Finance, he can provide service and advice in the following:

• Home / Investment Lending

• Commercial Lending

• Rural / Farm Lending

• Equity Finance

• Property Development Finance

• Leasing, Hire Purchase, Chattel Mortgages and Novated Leasing

• Insurance Premium Funding

• Full Lending reviews & bank negotiations

Peter is very well known around the community, he is a life member of the Western Park Credit Club and is also the current president. Peter is very passionate about sport and demonstrates commitment in the community of all ages in the Warragul and surrounding areas. Peter gains a lot of clients by word of mouth around the town of people who are extremely happy with his professionalism and services and are recommending him to friends.

Peter works part time on Monday, Wednesday and Thursday.

Biography

Sam joined Findex in 2017 as a cadet, and subsequently has completed a Bachelor of Business (Sports Management - Accounting) and a Diploma of Mortgage Broking Management. Sam is currently working as an Associate Adviser in our Lending and Finance Team. Sam can assist clients with their personal and business related needs, including: Home Loans, Personal Loans, Equipment Finance, Commercial Finance & Insurance Premium Funding. He takes a particular enjoyment working with First Home Buyers throughout the entire process, assisting them achieve their property ownership goals. Sam also has a strong investment in the local community; currently Coaching the Western Park Cricket Club, and Assistant Coach of the Buln Buln Football Club. Sam also serves as our East Vic Findex Community Fund Champion - creating relationships with local charities and subsequently providing resources and finance.