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Showing 1 - 9 of 9 results for "Findex Group"

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 ...

Findex appoints head of investment research

LAURA MILLAN  |  MONDAY, 16 FEB 2015
... Paris. Cavaglia's main role at Findex will be to provide investment research services across all of the firm's brands. Findex Group chief executive Spiro Paule explained that "as part of the natural evolution of our business we will be undertaking a ...

Centric Wealth appoints QLD operations manager

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... significant benefit for the clients and staff of the Brisbane office, and of course the growth of our business there," said Findex Group chief executive Spiro Paule. "She will be responsible for managing the Queensland team, overseeing client relationships ...
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