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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 financial adviser with over 13 years’ experience and currently holds an Advanced Diploma in Financial Services and is a Fellow Chartered Financial Practitioner through the Association of Financial Advisers. Over the journey Adrian has assisted and educated individuals, couples and families in understanding their financial planning needs through simple and honest strategies that reflect their best interest.

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.

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

Alex Duonis

Partner - Tax Advisory

Phone

(03) 5564 2100

Biography

Alex joined Crowe Horwath in 2007 to provide a comprehensive range of tax consulting services to clients and internally within Crowe Horwath. During this time he has advised a mix of clients ranging from SME business operators, ASX listed entities, high net worth individuals, government bodies, and charities.

My Specialties

TaxTax Advisory

Geoff Arnold

Manager - Business Advisory

Phone

(03) 5564 2100

Biography

Geoff commenced working as an accountant in Hamilton for McLarty Archer & Co in 1999, having previously worked in different industries and small business. Geoff has experience working with primary producers, building trades, retail and family businesses.

My Specialties

Business Advisory

Hagen Schroeder

Adviser - Lending and Finance

Phone

(03) 5564 2100

Biography

Hagen has over 10 years' experience in relationship banking and asset finance, and now specialises in finance and mortgage broking. He has access to over 30 lending institutions, enabling him to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rate and loan conditions in the market place.

My Specialties

Lending

Jamie Lockett

Principal - Business Advisory

Phone

(03) 5564 2100

Biography

Jamie joined Crowe Horwath in 2015, bringing 25 years’ experience in business services and taxation, servicing a wide range of small and medium businesses. He enjoys helping clients to achieve their financial and business goals, whilst ensuring they pay only the minimum taxation required.

Martin Thompson

Partner - Audit & Assurance

Phone

(03) 5564 2100

Biography

Martin has a wide range of experience across the public and private sectors. He is passionate about delivering quality assurance services in a practical, pragmatic way to ensure both his existing and potential clients are presented with innovative ways to reduce risk and meet compliance requirements.

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

Stuart Brehaut

Partner - Lending and Finance

Phone

(03) 5564 2100

Biography

Stuart joined Crowe Horwath in 2011 having previously worked at the Westpac Banking Corporation for seven years. His expert approach enables you to save time and in most cases money, as our firm leverages off our relationship with lenders to deliver a competitive funding package to you.

My Specialties

Lending