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Showing 1 - 10 of 68 results for "Findex"

J.P. Morgan AM awarded fresh portfolio structuring mandate

MATTHEW WAI  |  TUESDAY, 2 JUN 2026
... (JPMAM) has 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 ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... investment 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 ...

FNZ, Centric extend partnership, citing 'significant' upgrades

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
FNZ has extended its partnership with Centric, the adviser-led investment platform of Findex, for a further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... sector, from large super funds to smaller boutique advisory firms. His most recent role was as national manager, SMSFs at Findex, and he's previously held roles at BT, Sunsuper and Commonwealth Bank. Meanwhile, Nerdal's existing role as head ...

Findex partners with brokerage firm to deliver 'best-in-class' service

MATTHEW WAI  |  MONDAY, 7 JUL 2025
Findex is entering a joint venture with Ortus Financial to bolster its expertise and breadth of its service. The joint venture will see Findex's lending business progressively evolve into a dedicated, lending-first entity, with a 12-month handover period ...

Medium-sized advice firms flourish: Research

KARREN VERGARA  |  THURSDAY, 24 OCT 2024
... largest managed discretionary account (MDA) services advice businesses based on adviser headcount are Shaw & Partners (190), Findex (102), Shadforth Financial Group (97), and Ord Minnett (95). For overall adviser movement, Count Financial, Alliance Wealth ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
... of the period. The non-aligned segment, however, gained 252 advisers or 2.4% to finish with 10,595. Shaw and Partners, Findex, and Morgans Financial gained the most advisers. Meanwhile, Merit Wealth, AMP Financial Planning, and Bridges Financial Services ...

Mercury Capital acquires KKR's stake in Findex

ANDREW MCKEAN  |  WEDNESDAY, 10 APR 2024
Mercury Capital will acquire KKR's 40% stake in wealth management and advisory firm Findex. The partnership will leverage Mercury Capital's understanding of the Australian and New Zealand markets and their experience working with business owners ...

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 ...
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