Howard has been a Financial Planner for 26 years and was one of the first Advisers in Canberra to achieve the CFP® designation in 1994. As a former Principal and Chairman of Civic Financial Planning before becoming part of the Findex Group, Howard has particular expertise advising Public Sector employees on their entitlements as members of CSS, PSS or PSSap, as well as strategies to maximise wealth leading to and in retirement. Howard likes to ensure his clients take advantage of the ever changing super, taxation and Centrelink rules.
Scott’s professional qualifications include a Master of Financial Planning, Graduate Certificate in Applied Finance, Advanced Diploma in Financial Services (FP), and a Diploma in Business (Banking and Finance). He is also an AFP® Member of the Financial Planning Association of Australia. Scott believes in building a long-term relationship with his clients and understands the need to provide a value oriented, holistic financial planning service. Scott works with his clients to prepare and implement comprehensive risk management, investment, retirement and estate planning strategies to meet their lifestyle and financial objectives.
Gordon Barkey has been a Financial Adviser for over 16 years. Prior to becoming an adviser, he had a long career as a Senior Executive in a major international information technology corporation with appointments in South Africa, Canada and Australia.
Gordon holds a Diploma of Financial Planning from Deakin University, a Diploma of Financial Services (Financial Planning) and an Advanced Diploma in Financial Services (Financial Planning).
Sara has valuable experience in advising both retirees and wealth accumulators including small business owners, executives and medical specialists. Recently, as a Senior Financial Consultant with Perpetual Limited, she advised financially successful individuals, families and organisations on how to build, protect & manage their wealth needs.
Sara is passionate about helping clients achieve their goals and aspirations. She prides herself in developing long term partnerships with her clients and puts their interests first in providing tailored and holistic financial advice.
Tim is passionate about working with his clients to help them reach their goals. Through developing a comprehensive strategy and encompassing all facets of their financial situation, Tim helps his clients achieve the best possible outcome. Tim believes that building a meaningful relationship with his clients is the key to personal and financial success.
Tim holds a Bachelor of Commerce and has recently completed his Masters of Applied Finance. He is now studying towards his CFP® qualification through the Financial Planning Association of Australia Limited.
Stephen has had over 30 years of experience as a Financial Planner and over 24 years’ experience in recommending ethical strategies and investments.
Stephen has achieved many qualifications during his long tenor in the Financial Services industry which has given him an edge to provide advice in the areas he is passionate about, namely:
- Financial Planning and Securities Dealing;
- Certificate course in Superannuation;
- Applied Self Managed Super Advice; and
- Diploma of Financial Planning;
As part of his role at Financial Index, Stephen is authorised to provide advice on the following financial services:
- Managed Investments
- Govt Debentures, Stocks/Bonds
- Investment Life Insurance
- Life Risk Insurance
- Deposit and Payment products
- Retirement Savings Accounts
- Estate Planning
Stephen places a high importance on building and maintaining enduring relationships with his clients. He believes that a consistent, value added service is essential to this process.