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Findex Warrnambool

Address

144-150 Fairy Street
Warrnambool 3280 AU

Phone

(03) 5564 2100

Hours

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

Advisers in this office

Adrian Morley

Adviser

Phone

(03) 5564 2100

Biography

Adrian is a proud member of the Association of financial advisers (AFA) and a Fellow Chartered Financial Practitioner. Adrian has worked as a financial adviser since 2005, specialising in wealth creation and retirement planning. He offers personalised service and tailored financial planning that enables his clients to experience the lifestyle they desire and ensures a comfortable retirement.

My Specialties

Business Advisory

James Sherlock

Associate Principal

Phone

(03) 5564 2100

Biography

James has over 12 years' experience in large accounting practice. Working closely with new start-up businesses from a range of industries, James ensures the appropriate business structure is in place to assist them in achieving their business and personal financial goals.

Michael Smith

Accountant

Phone

(03) 5564 2100

Biography

Michael has a thorough knowledge of tax and accounting issues that impact owner operated businesses, including experience in the areas of; personal and corporate tax, family trusts, taxation planning, income tax reporting /compliance, CGT, FBT, GST, and accounting. From a local dairy farming family Michael advises farmers and small business operators.

My Specialties

Accounting

Paul Clarke

Associate Principal

Phone

(03) 5564 2100

Biography

Paul has over 25 years' experience in accounting and taxation and a strong reputation in the Western District primary production sector with his specialty in dairy, beef and sheep.

My Specialties

Business Advisory

Simon Vaughan

Senior Manager - Lending and Finance

Phone

(03) 5564 2100

Biography

With over 25 years' experience, Simon has considerable management knowledge in all facets of lending and finance. His speciality areas include commercial, rural, home and investment and equipment lending.

My Specialties

Lending