Findex Warren

Biography

Belinda is a Partner within the national SMSF team based in the Dubbo office and has been with Findex for over 19 years. She has a wealth of experience having also worked in Business Services and Financial Planning teams over the years.

Belinda proudly services clients across the Central West and in capital cities, including Sydney. She has a Bachelor of Accounting, a Diploma in Superannuation Management and is a licensed SMSF Adviser.

Belinda is passionate about seeing her clients reach their financial and personal goals in retirement and works closely with her clients to achieve their aspirations.

Biography

Lennard joined Findex in 2000. Since then, Lennard has committed to helping clients to grow their business and personal wealth so that they can achieve financial security during their working life and retirement years.

Biography

Peter has been an accountant in public practice for over 25 years. Peter has extensive experience in the areas of agriculture, property and development, retail and franchise, family and private businesses and non-profit organisations.

Biography

Daniel has been working in the finance industry since 2008. Prior to Financial Planning, Daniel worked as an Accountant within the firm. Daniel specialises in financial planning, wealth accumulation, portfolio management, tax and investment strategies, as well as personal insurance advice. Daniel firmly believes that every client should have a sound plan to achieve their financial and lifestyle goals, and as part of that plan, should have strategies that maximise the opportunities available.

Daniel is both a Chartered Accountant (CA) and a Certified Financial Planner (CFP). Reaching the highest level of professional endorsement in both Accounting and Financial Planning.