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Showing 1 - 10 of 12 results for "Findex Group"

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 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 ...

Mercer nabs Lonsec consultant

ELIZABETH FRY  |  MONDAY, 31 JAN 2022
... 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 ...

Out-dated websites flag regulatory risk

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... 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 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 ...

Findex firm sets up family office division

LAURA MILLAN  |  MONDAY, 19 OCT 2015
... 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 acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
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 ...

SSgA appointed to rebuild Findex investment strategy

LAURA MILLAN  |  MONDAY, 11 MAY 2015
... 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," ...

PROFILE: Findex chief executive Spiro Paule

DARREN SNYDER  |  MONDAY, 27 APR 2015
... start my own business and build it. It's been 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 ...

Former MLC and Optimix executives join Findex

DARREN SNYDER  |  THURSDAY, 2 APR 2015
... chief investment officers have joined one of Australia's largest financial services and accounting groups. Joining Findex Group's investment committee to mandate the company's approved investment products are Chris Condon and Emmanuel Calligeris. Findex ...
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