Findex Adelaide
182 Fullarton Road, Dulwich, South Australia, Australia
About Findex Adelaide
Welcome to Findex Adelaide, located at Dulwich on Fullarton Road. We are an institution specializing in accounting, finance, insurance agency, and financial establishment services. As a point of interest, our dedicated team is committed to helping individuals and businesses achieve their personal and financial goals.
Our experienced team members, Jeremy, Alan, Rob, David, Richard, Hagen, Kylie, and Stephen, are passionate about providing high-quality advice tailored to meet the unique goals and objectives of our clients. We believe in taking a holistic approach to financial planning, considering factors such as investments, superannuation, maximizing Centrelink benefits, and estate planning strategies.
Jeremy, with his extensive experience since 2010 and his prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) designation achieved in 2017, ensures that our clients receive the highest quality advice. Alan, with over three decades of experience, specializes in preretirement and retirement strategies, understanding the importance of a value-oriented holistic financial planning service.
Rob, an experienced Financial Adviser, focuses on building trusting relationships with clients and dedicates time to understand their personal goals and needs. He specializes in retirement planning and goal setting, ensuring clients maintain their lifestyle expectations throughout retirement.
David, with over ten years of experience as a financial services professional, assists clients in developing comprehensive financial plans to achieve their financial goals. With his own young family, David understands the challenges of building a secure future for you and your loved ones.
Richard, a Chartered Accountant and SMSF Specialist Adviser, provides advice and accounting services for self-managed superannuation funds, helping trustees achieve their retirement goals. Hagen, with almost 20 years of experience as a finance professional, specializes in lending and works alongside our skilled advisers to provide advice to individuals and businesses in various industries.
Kylie, with a background in financial administration and small business management, delivers relevant and easy-to-understand financial planning advice. She focuses on strategic and investment advice for clients in all phases of life, empowering them to achieve their financial goals and increase their financial confidence.
Stephen, with over 15 years of experience in the financial services industry, offers comprehensive, individualized financial planning services. He specializes in investment advice, retirement planning, self-managed superannuation strategies, risk management strategies, and estate planning.
Endre, with an international career in various financial institutions, specializes in risk management for personal and business clients. Leveraging his diverse experience in finance and lending, Endre ensures that our clients' lifestyle, asset protection, and estate planning needs are adequately addressed.
At Findex Adelaide, we pride ourselves on providing quality strategic and investment advice tailored to suit your individual needs and objectives. Our team is dedicated to helping you achieve your financial goals and increasing your financial confidence and peace of mind. Contact us today to see how we can assist you.
Level 1/182 Fullarton Rd, Dulwich SA 5065, Australia
Opening hours of Findex Adelaide
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:
Day off
Sunday:
Day off
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