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Showing 1 - 10 of 31 results for %22Findex Group%22

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 ...

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 ...

Former IFM executive joins KKR

KARREN VERGARA  |  MONDAY, 7 SEP 2020
... Australian market since 2006 and has committed more than $9 billion to its Australian portfolio, which includes: Arnott's, Findex, Latitude Financial Services, GenesisCare, MYOB and Pepper Group.

Crowe Horwath names senior appointments

KARREN VERGARA  |  MONDAY, 5 FEB 2018
... with the group. Irvine said: "I am truly humbled by the opportunity to lead a tremendous business in Murray Darling and Findex, during a period where disruption continues to challenge our thinking. I'm excited about the future of Findex and look forward ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
Findex has awarded the mandate for its managed discretionary Australian core equity portfolios to an active equities manager. Following a rigorous review program by the Findex investment team, Altair Asset Management secured the contract, having first ...

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 ...

Agricultural investors create $10 million VC fund

DARREN SNYDER  |  FRIDAY, 16 SEP 2016
A joint agricultural investment initiative between diversified financial services group Findex and the National Farmers' Federation is progressing toward the launch of a $10 million venture capital fund. The fund, created by joint venture SproutX and ...
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