Patrick Dieter, formerly Associate Director at Macquarie Bank where he was Head of Insurance Advice and Paraplanning has joined Findex to take up the newly created position of Head of Risk and Corporate Benefits.

Earlier this year Findex announced a transition to completely commission-free insurance product across the group, commencing with the Centric Wealth and Financial Index Wealth Accountants.

The first commission-free product was sourced through the BT Group and introduced in July this year.

Findex Chief Adviser Services, Michael Wilkins said Findex was delighted to secure the services of Patrick Dieter.

“Patrick has an outstanding record in risk advice and Corporate Benefits.

“Findex businesses enjoy an industry leading position in the commitment to commission-free risk products and Patrick will play an important role in ensuring the potential of this business stream is realised for the benefit of clients and the enterprise.

“Patrick will also be responsible for reviewing and growing our corporate benefits offering across the group, building on his experience with Macquarie’s first salaried advice channel,” said Mr. Wilkins.

Prior to his six-year engagement with Macquarie, Dieter was National Risk manager at Hillross.

“I could not be more enthusiastic about the Findex business model and the Findex culture. The more needs you are able to meet of a client the better the quality of service you can deliver. I’m looking forward to creating new solutions for clients,” said Mr. Dieter.

“Corporate benefits consulting is a much under-rated discipline. Risk is a key element of this. I share the Findex belief that advising businesses on benefits provides the foundations for a strong individual client relationship,” he added.

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