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Showing 11 - 20 of 68 results for "Findex"

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 ...

Super unit boosts Equity Trustees performance

KARREN VERGARA | FRIDAY, 20 AUG 2021

... funds. This was driven by new wins, signing up major clients like AMP Life and HUB24 in July and August 2020 respectively. Findex subsidiary Centric and the Aracon Superannuation Fund were also new mandates. Equity Trustees managing director Mick O'Brien ...

Poor financial literacy failing young workers

KARREN VERGARA | TUESDAY, 25 MAY 2021

... gap could be curbed as early as high school education, according to a survey by financial advisory and accounting firm Findex, which canvassed 274 young workers aged between 16 and 24. Almost half of the respondents said they did not receive formal education ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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