Experience

Donvale Christian College

• Australia
• Education Management
• 1 - 100 Employee

• Member Board of Directors

  • Dec 2021 - Present

  Warren sits on the board of Donvale Christian College utilising his skills and knowledge as an ex-teacher, accountant and financial planner. He helps to maintain a healthy governance framework, including a compliance framework to ensure the organisation meets its obligations, and oversees the strategic direction and financial performance of the organisation to help them achieve its purpose as a Christian school in Victoria. Warren sits on the board of Donvale Christian College utilising his skills and knowledge as an ex-teacher, accountant and financial planner. He helps to maintain a healthy governance framework, including a compliance framework to ensure the organisation meets its obligations, and oversees the strategic direction and financial performance of the organisation to help them achieve its purpose as a Christian school in Victoria.



Find Accountant Pty Limited, Find Wealth Pty Limited, Find Pty Ltd, Find Foundation Limited

• Managing Director

  • Dec 2014 - Present

  The Find Group of companies consists of: Find Accounting Pty Limited - offering Tax services to individuals, small businesses, companies, trusts, and SMSF clients. Find Wealth Pty Ltd trading as Find Wealth, Find Insurance, & Find Retirement - aims to provide comprehensive financial planning advice in the SMSF and retirement space. Find Foundation - a NFP developing community papers and magazines that provide free advertising to sporting clubs, schools, NFPs, and other similar organisations so they can tell their story. To support local businesses and bring the community together in once place.. We have two locations in Victoria: Warranwood and Mitcham. However, we serve clients throughout Australia. Warren is a senior accountant, award winning financial advisor, and runs a NFP, had has 7 qualifications to his name - he believes in education. Warren has been recognised for his dedication to the profession by becoming the National Finalist in the AFA Excellence in Education award for 2016, shortlisted in 2017 & 2018, and a multi-finalist in the IFA Excellence Awards for 2018 - 2022. He has won Advisor of the Year for 2021 and 2023 and is listed as one of Australians top 50 most influential financial advisors. After 10 years working in regional Victoria, Warren sold his regional practice. Before setting up the Find Group, Warren worked with ANZ and Westpac (BT Financial) in Commercial financial planning and dealer group levels. Warren is an advocate for improving the profession he works in. One way he is doing this is by educating the public via the community newspaper he founded. Recently, Warren has been invited to speak at accounting and financial planning conferences on various topics around tax, ethics, and financial planning and looks forward to more speaking engagements in the future. Show less



Find Pty Ltd

• Advertising Services

• Managing Director

  • Jan 2010 - Present

  Find Pty Ltd (formerly Find Marketing Pty Ltd) trading as Find is in a transformation phase. Find aim is twofold: 1. Help small business to increase their footprint in their local community through different advertising mediums; and 2. Support local non-for-profits by providing free advertising and coming up with initiatives that enable them to raise additional funds for their organisation. It is all about LOCAL, supporting LOCAL and being a part of the LOCAL community. Show less



Holmesglen

• Australia
• Higher Education
• 400 - 500 Employee

• Lecturer & Course Writer

  • Mar 2014 - Dec 2017

  Course - Diploma of Financial Services (RG 146). Lecturing adult students who are interested in becoming financial planners. Warren has been offered to write the Advanced Diploma of Financial Planning course and to teach this in 2015. This course will be developed around the software Xplan and have a more hands on approach. Financial planners, after completing this course, will know how to run a financial planning business, prepare Statements of Advice and have the confidence to speak to new and existing clients. It is not just about theory but enabling students to become the best financial planners they can become. This in turn builds confidence and increases the trust their clients and the general public will have of them. Show less



Infocus - Melbourne Firm

• Principal Owner - Financial Planning

  • Feb 2002 - May 2012

  Infocus was a financial planning business catering to the needs of a variety of clients from wealth accumulators to Pre-Retirees. The business was first established in regional Victoria and another office was established in partnership with an accounting firm in Melbourne. Responsibilities • Operations/Processes • HR/Training • Sales/Networking • Provided advice to clients. • When the office in Melbourne was set up I moved more into a managerial role and reduce the time seeing clients and networking. I spent lot of time improve the processes and systematizing the business. I also trained up the new adviser who was job was to grow the client base. Achievements • Started business from the ground up. • Systemized the business to improve profitable and improve saleability. • Built an online internal management system whereby clients could log on and view their monthly progress reports – we use to monitor and manage our HNW clients on a monthly basis. We would be charging up to $5,000 for some of our HNW per year. • Trained and qualified in most aspects of financial planning. I did not concentrating in direct equities as I preferred to build my own model portfolios (statistic background). I was outperforming the model portfolios constructed by the dealer-group. • Built long-term relationships with my clients – in the 10 years of running the business I had less than 10 clients leave. • Had close to 400 clients when I sold the business and I was generating up to 350K in revenue. • Concentrated on Fee for Service rather than FUM. • Built successful client relationships and partnerships with other business owners ie., Accountants and Mortgage Brokers. • Managed up to 5 staff (2 full-time and 3 part-time/casual) – trained one of my staff who eventually bought the whole business. Reasons for Not Continuing Sold Business in 2012 when one of the internal advisors asked to purchase the business. Show less



Flora Hill Secondary College

• Secondary Teacher

  • 1998 - 2002

  Taught Mathematics and Psychology to senior students. Developed and trialled a new course for State schools in the area of Computing and New Technologies. Taught Mathematics and Psychology to senior students. Developed and trialled a new course for State schools in the area of Computing and New Technologies.