Overview
Findex is a leading provider of integrated financial advisory and accounting services in Australasia, with a significant presence in both Australia and New Zealand. The company operates over 100 locations and serves more than 250,000 clients, managing $28 billion in funds under administration. Findex offers a holistic family office approach, delivering tailored, integrated solutions to businesses, individuals, and governmental organizations.
Services
Findex offers a comprehensive range of services, designed to meet diverse client needs:
- Corporate Finance
- Tax Advisory
- Wealth Management
- Accounting and Business Advisory
- Digital Consulting
- Internal and External Audit
- General and Risk Insurance
- SMSF Administration and Advisory
- Consulting Services for business growth
Findex emphasizes forward-looking strategies and solutions, helping clients navigate present-day challenges while preparing for future demands.
Leadership
The leadership at Findex is instrumental in directing the company's strategic vision and fostering growth:
- Spiro Paule, Co-Founder and Managing Director, has been a key figure in strategizing and executing the group's vision since its origin.
- Tony Roussos and Matt Games, Co-Chief Executive Officers, focus on operations and growth strategies. Tony has expanded Findex to be one of Australia's largest diversified financial services firms, while Matt is responsible for crafting and implementing corporate strategies.
- Lianne Bolton, Chief Financial Officer, guides financial strategies with a robust background in mergers and acquisitions.
- Kath Nell, Chief People Officer, leads the People and Culture division, emphasizing talent management.
- Julian Maloney, Chief Operations Officer, manages operations across Findex’s expansive office network in Australasia.
- Nick Mylonas, Chief Stakeholder Officer, and Kieran Canavan, Chief Investment Officer, contribute to stakeholder engagement and investment management.
Community Engagement
Findex demonstrates a strong commitment to community support, having contributed over $3.15 million since 2017 through the Findex Community Fund to health, education, and community resilience initiatives. The firm also supports entrepreneurship with the SproutX Accelerator program, focusing on agtech start-ups in regional areas.
Strategic Partnerships
As a member of Crowe Global, a top 10 global accounting network, Findex is able to provide an extensive reach via over 200 independent firms in 145 countries, enhancing its ability to deliver comprehensive international support and cross-border services.
Growth and Expansion
Findex is focused on expanding its wealth management practice and strengthening its market position through strategic acquisitions and expanded leadership capacity, signifying a commitment to leveraging human capital for ongoing transformation in line with business objectives.
Competitor Analysis
Findex operates within a competitive landscape with rivals such as Prime Financial, Ulton, PKF International, St. James's Place, and Bentleys. Each competitor offers unique strengths in the wealth management and financial advisory spheres, which informs Findex's strategic approach to innovation and service expansion.
Key Competitors
- Prime Financial Group Limited: Established in 1998, offers SMSF, corporate, and capital advisory services. Known for a multi-faceted service approach covering accounting and ESG consulting.
- Ulton: One of Queensland's largest business advisory firms, established in 1926, providing accounting, tax advisory, audit, and wealth management with a focus on personalized client relationships.
- PKF International: A global network with audit, accounting, taxation, and business advisory services. Operates in 150 countries, focusing on global client relations and resource sharing.
- St. James's Place plc: A UK-based wealth management company involved in multiple mergers and expansions, including ventures in Asia and the UAE. Part of the FTSE 100 with assets under management of £184.4 billion.
- Bentleys: Headquartered in Sydney and offering advisory and accounting services since 1970. Known for its strategic financial frameworks for businesses and individuals.
Financial Performance and Market Strategy
These competitors necessitate Findex's strategic initiatives to continually innovate and expand services. This involves potential acquisitions and adopting best practices, especially from firms like Prime Financial and PKF, to strengthen its market position.
