Search Results | Showing 1 - 10 of 14 results for "Findex Group" |
| | | ... secured a mandate to implement portfolio structural capabilities for improved operational and cost efficiency for Findex Group. Findex currently manages approximately $8.5 billion under its managed discretionary account (MDA) platform - carried out by ... |
| | | | ... manager research. Before that, Lee was an associate portfolio manager at AustralianSuper and a portfolio manager at Findex Group. At Findex, he built and managed the tactical asset allocation process, portfolio construction and manager selection across ... |
| | | | 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 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 ... |
| | | | ... 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 ... |
| | | | ... website for both clients and advisers, highlighting the potential for regulatory consequences like those felt by Findex Group earlier in 2016. Findex Group had to pay $21,600 in penalties because of its use of the words 'independent' and 'non-aligned' ... |
| | | | Findex Group and Financial Index Australia (FIA) have each paid $10,800 in penalties following the issuing of infringement notices by ASIC for potentially misleading claims on the Findex website. Between August and December 2015, FIA published posts ... |
| | | | ... model, usually only available to wealthy families," he added. "Now that Prescott Securities is part of the larger Findex group, all our clients and their children will benefit from the option." Caire confirmed that the additional services "will be available ... |
| | | | Findex Group has acquired Melbourne-based accounting and financial advice firm Martin Goodrich & Associates (MGA). MGA will be relocated to the Crowe Horwath's Melbourne offices but will retain its branding "during a transition phase," according to ... |
| | | | ... services in-house, including managed discretionary account administration and research services. "SSGA will help Findex Group determine the best mix of assets and investment styles to ensure they are cost effective and deliver reliable, consistent performance," ... |
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