Findex Group Limited (“Findex”) one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, announces the appointment of leading Finance Executive, Lianne Bolton, to the position of Chief Financial Officer (CFO).
A financial services veteran, Bolton has over 30 years of experience in the industry, including various executive roles in public and privately owned organisations across South Africa, the UK and Australia.
Bringing an international outlook to her new appointment at Findex, Bolton is charged with driving the strategic direction of the cross-functional financial team at Findex. Her key focus will be to champion growth in regional Australia during a transformational period for the industry and alongside the senior leadership bench, aiming to triple the size of the business’ wealth practice from AUD$17 billion FUA to upwards of AUD$50 billion.
Bolton’s appointment follows a senior leadership reshape late last year where Co-Founder Spiro Paule stepped down from his role as Chief Executive Officer (CEO) to take on the newly created role of Managing Director (MD) and company veterans then Chief Operating Officer (COO) Tony Roussos and CFO Matthew Games moved into a shared Co-CEO role.
Findex Co-Chief Executive Officer Mathew Games, says, “Lianne is a seasoned and strategic financial services executive who has navigated organisations through significant periods of growth with consistent positive results. She aligns with Findex’s short and long-term strategic plans and is a welcomed asset to help us drive these outcomes.
“Alongside the changes to the senior leadership team and Lianne coming onboard, Findex is primed and in the position to take the lion’s share of the wealth sector with our best-in-class advice model that puts clients’ interests front and centre.”
Prior to joining the Findex executive team, Lianne has worked for several large organisations operating in complex environments notably Investec Bank, Bank of Queensland, and most recently holding Chief Financial Officer positions at Maia Financial and Credabl.
Bolton has proven experience in mergers and acquisition, capital raising, securitisation, balance sheet management and risk management. She has additionally demonstrated consistent results driving growth in sales, improving P&L performance, capital planning and executing data-driven product and service development strategies.
“In my role at Findex, I want to challenge what people typically expect out of a Chief Financial Officer. I don’t want to be the finance person that just sits in her office looking over spreadsheets – it’s more than that. I hope to build relationships across the business and with our stakeholders, showcasing how my team and I can contribute with meaningful insights and provide crucial wider market context,” said Findex Chief Financial Officer Lianne Bolton.
“Mentorship is truly a passion of mine and is at the core of what I do. I would not be in the position I am in today without guidance from leaders who took the time to invest in my growth. I look forward to being a visible and empowering leader to my team and the business,” said Bolton.
Findex recently added 57 new Partners and Associate Partners in both metro and regional Australia and New Zealand to its ranks, laying the foundations for a stronger more united support system across the markets.