Findex Torquay
4-6 Gilbert Street, Torquay, Victoria 3228
About the Business
Welcome to Findex Torquay, your trusted accounting and finance institution located at 4-6 Gilbert Street in Torquay, Australia. With over 20 years of experience in the industry, our specialist advisor Andrew is here to provide you with expert advice in the areas of Business Protection and Personal Insurance. Holding a Bachelor of Economics and a Diploma of Financial Services (Financial Planning), Andrew brings a diverse range of experience from working in both boutique family businesses and large corporate advisory firms.
Our team at Findex Torquay is dedicated to delivering exceptional client service and helping you achieve your financial goals. Damian, with over 21 years of experience, specializes in retirement planning, superannuation, and share trading. His outstanding service standards have been recognized in the national financial planning magazine 'Smart Investor'. Damian is also an expert in SMSF Limited Recourse Borrowing Arrangements (LRBA). He is available to assist you across our Torquay, Colac, Geelong, and Melbourne offices.
Michael, with over 10 years of experience in business advisory, has provided advice to clients across various industries including retail, construction, agriculture, and professional services. He thrives on working closely and proactively with clients to help them achieve their personal and business goals. Michael is available to assist you across our Colac, Lorne, and Torquay offices.
Mark, who has been with our firm for 20 years, manages our Colac, Geelong, and Torquay offices. As the Executive Managing Partner, Mark collaborates closely with our senior executive group to deliver proactive services to all Findex clients through our family office model. His expertise lies in accounting and business advisory, and he is committed to providing superior client service and practical commercial advice.
David, a Certified Financial Planner, has been working in the financial planning industry since 2011. He is passionate about understanding his clients and forming long-term relationships with them. David specializes in developing comprehensive financial strategies tailored to his clients' specific objectives and needs. He ensures that these strategies continue to meet their needs through regular reviews.
Nelan's goal is to help you identify opportunities at any stage of your financial life cycle. Whether you are a start-up or looking to expand your business, Nelan can assist you in growing your business. He has advised clients in various industries including agriculture, construction, retail, and professional services. Nelan enjoys working closely with clients as they start their business and also assists with budgeting, cashflow forecasting, and migration into various cloud accounting programs.
With over 25 years of experience in Accounting and Business Advisory services, Tony is a valuable member of our team. He has a strong technical knowledge in taxation, GST, capital gains taxation, and providing advice on business structures. Tony is dedicated to helping clients achieve their goals on a hands-on basis.
At Findex Torquay, we are committed to providing you with the highest level of service and expertise in accounting, finance, and insurance. Contact us today to discuss how we can assist you in achieving your financial goals.
Contacts
4-6 Gilbert Street, Torquay, Victoria 3228, Australia
Opening hours
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
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