Findex Warrnambool

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.

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.

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

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.

Biography

Monica has over 6 years of experience in the financial planning industry and holds a Diploma of Financial Planning. Monica is passionate about educating clients and working with them to help achieve their financial 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.