Findex Wellington

Biography

Pip works across a number of locations, covering Canberra and the Central West. She commenced her career over 14 years ago as a graduate accountant in Wellington NSW, becoming a partner more recently after building knowledge and experience across a wide variety of industries. She is particularly passionate about supporting rural and regional areas and the vast array of clients that comes with this. Having grown up on the family farm, the agricultural industry is especially close to her heart. Pip has expertise in preparing financial reports and tax returns, budgeting and cash flow reporting, cloud accounting and cloud business management software, providing advice to clients including succession planning and has walked with clients through various stages of their business lifecycles and personal lives. Pip has a strong network which allows her to connect clients with other experts as the need arises.

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.