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Showing 1 - 10 of 60 results for "Findex"

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... wealth management platform and products designed to address Australia's "fractured fintech ecosystem". It is owned by Findex. Morris joins from Sequoia, which he joined in August 2023 as chief operating officer. Prior, he spent seven years at Praemium ...

'Kick down the road' mentality fuels retirement insecurity: Study

ANDREW MCKEAN  |  MONDAY, 22 MAY 2023
... Guarantee, two-thirds of Australians fear they won't have enough money to last through retirement. A study commissioned by Findex and conducted by YouGov, investigating Australians' readiness for retirement and the impact of professional financial advice ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... billions of dollars of inheritance at risk with their current money management behaviours, according to new research from Findex. The research, commissioned by Findex, explored the spending, saving, and investing behaviours of over 1000 Australians aged ...

Findex names co- chief executives amid plans to grow wealth capabilities

CASSANDRA BALDINI  |  WEDNESDAY, 24 AUG 2022
Findex Group has appointed Tony Roussos and Matthew Games as its co-chief executives as part of a strategic expansion aimed at tripling its wealth operations. Over the next five years, the financial services company aims to triple the size of its wealth ...

Findex appoints chief people officer

CHLOE WALKER  |  TUESDAY, 16 AUG 2022
... privately-owned financial advisory and accounting services firm. With over 20 years in human resources, Nell will lead Findex's human resources function, which encompasses culture transformation, people solutions, diversity and inclusion, employee progression ...

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
Findex has appointed a total of 57 new partners and associate partners across Australia and New Zealand. The hires are an increase of almost 50% on the previous year, with most appointments coming from internal promotions. In all, 46 of them are in ...

Findex Group acquires firm

CASSANDRA BALDINI  |  MONDAY, 20 JUN 2022
Findex Group is growing its presence, announcing the acquisition of McGarva Accounting Group which trades under Atticus Business Accountants and Basecamp Bookkeeping in Toowoomba. Findex is a privately-owned financial advisory and accounting service ...

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
Financial advice and accountancy service provider Findex has selected Iress' financial advice software Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... offering by the end of this year," he said. FNZ works with global asset managers and insurers such as Vanguard, abrdn, Findex, and Singlife. CFS chose FNZ following a 12-month selection process based on its IT infrastructure, investment operations and ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... Lonsec where he spent more than six years as an investment consultant. Before that, he was a research services manager at Findex Group, the integrated financial advisory and accounting services provider. Earlier, he worked at Centric Wealth as an investment ...
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