Office Address5/30 Coldstream Street
Yamba NSW 2464 AU
Monday to Friday between 8:30am - 5:00pm
Advisers in the office
Navigating market changes can be challenging for any business. Mark's goal is to help you identify opportunities at any stage of your financial life cycle, ensuring you continue to meet your business needs in complex market environments. From start-up through to expansion, tax advisory to accounting, we can provide a multidisciplinary approach to managing the entirety of your affairs.
Mark provides specialist advice on investment and insurance strategies that focus on achieving financial goals. He offers personalised service and tailored financial planning that enables his clients to experience the lifestyle they desire and ensures a comfortable retirement. With a background in community and commercial banking, Mark has over 27 years experience helping people make their financial dreams a reality.
Tim has been providing business, accounting and taxation services in the Clarence Valley for over seven years. Tim specialises in providing advice to the sugar cane, beef and dairy cattle and fishing industries, as well as retail and tourism, building and civil construction, earthmoving and quarrying, and transport. He has a Bachelor of Business and is a Member of the Tax Institute of Australia.
Asher is a Manager within the SMSF team based in the Grafton office and has been with Findex for over 2 years. Throughout his career, Asher has worked in both SMSF and Business Services helping clients meet their financial and personal goals.
Asher proudly services clients on the East coast in Grafton and Yamba, as well as assisting with the Central West client base. He has a Bachelor of Business and is currently undertaking study through the SMSF Association.