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Showing 1 - 7 of 7 results for "Financial Index Australia"

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
Financial Index Australia entered into an enforceable undertaking with ASIC after an investigation found advisers had moved clients into more expensive, FIA-branded products without reason. ASIC identified a number of issues within FIA's financial advice ...

Findex hit with penalties

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
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 ...

PROFILE: Findex chief executive Spiro Paule

DARREN SNYDER  |  MONDAY, 27 APR 2015
... successful to date and we're not about to change it," he says. The Findex Group formally started as Financial Index Australia in 1987 when Paule left a corporate management role with US insurance company, Aetna. "At the time I'd had about four or five ...

Licensee Select new manager

ELISE BURGESS  |  THURSDAY, 7 JUL 2011
... experienced unprecedented growth over recent times. On May 23 the licensee solutions provider signed up Financial Index Australia (FIA), which has ten planning firms with over 35 advisers. Licensee Select currently provides compliance, practice development ...

FIA growth leads to Licensee Select

ELISE BURGESS  |  MONDAY, 23 MAY 2011
Financial Index Australia (FIA) has moved in-house services to BT Financial Group's Licensee Select for its licensee solutions, citing strong growth for the outsourcing. The change will affect FIA's ten planning firms with over 35 advisers, who will ...

Watts named GM of Westpac

ELISE BURGESS  |  MONDAY, 1 NOV 2010
... financial planning, the direct sales team, mortgages and insurance as well as Lachlan Wealth Management and Financial Index Australia. Watts' role is effective December 1, when she will take over from departing general manager Jan Swinhoe who is leaving ...

Civic joins Financial Index Australia

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
With succession planning an issue among advisers, Civic Financial Planning has merged with Financial Index Australia to ensure the firm's handover is transitioned smoothly when its principal planners retire. Canberra-based Civic Financial Planning ...
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