Findex Warrnambool

Biography

James has been supporting clients in a wide range of industries from agriculture to construction, medical, retail and hospitality. He works closely with clients to establish tax effective structures to minimise tax, achieve asset protection, minimise risk and grow wealth over the short, medium and longer term to assist our clients to realise their goals.

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.

Biography

With over 20 years’ experience in the industry, Andrew provides specialist advice in the area of Business Protection and Personal Insurance.

Andrew holds a Bachelor of Economics and a Diploma of Financial Services (Financial Planning). During his time in the industry, Andrew has a diverse range of experience, having worked in a boutique family business and also in a large corporate advisory firm.

Qualifications and Memberships:

- Bachelor of Economics

- Diploma of Financial Services (Financial Planning)

Andrews works across several offices including; Warrnambool, Hamilton and Torquay.

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.

Biography

Sam has experience and knowledge in accounting, including advice surrounding personal and business return inclusive of start-up businesses, business structure, taxation planning, and all compliance requirements.

Sam is a specialist with cloud accounting programs (Xero, MYOB, QBO, Reckon) and is a Xero Certified Advisor.  

Biography

Simon is a Certified Financial Planner ® with over 25 years’ experience who specialises in the key areas of retirement planning, wealth creation and estate planning. During his career, Simon has held senior financial planning roles with several large financial institutions both in Australia and in the UK. With extensive knowledge of superannuation and investment solutions, Simon has a focus on delivering personal holistic advice and is passionate on developing long-term relationships to help his clients achieve their goals and objectives.