Mark Whelan

Mark joined Findex in 1998, became a partner in 2006 and took on the role of Managing Partner in 2014. Now as Executive Managing Partner for Findex’s South region, Mark leads a team of about 430 staff across offices in Melbourne, East and Western Victoria. As an adviser, he has extensive experience advising SME’s and family owned businesses, high net worth individuals and not-for-profit groups.

Mark’s management and leadership has seen him responsible for a number of key national projects. He works closely with clients on taxation and compliance issues, budgets, cash flow management, structuring, superannuation and succession planning. Mark is always focused on providing quality advice to his clients, from start-ups through to sale of businesses or farms. He carefully addresses his clients’ personal and business needs to ensure they achieve the best possible financial outcomes.

Working closely with specialist experts in the firm, Mark deals in industry sectors including primary production, retail, wholesale, professional services and construction. Mark always uses a positive and dedicated approach to working with his staff and clients. His loyalty and support is greatly appreciated amongst his clients, and is paramount to the local Findex offices.