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Everything from Findex Group

Agtuary and Findex forge partnership to deliver carbon accounting and advisory to agribusiness clients

From Findex Group

Agtuary, a leader in Agribusiness Land Analysis and Environment services, and Findex, one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, proudly announce a strategic partnership

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26 Feb 2024

Findex bolsters talent with new metro and regional Partners announced across ANZ

From Findex Group

Findex Group Limited (“Findex”) one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, has announced new Partner and Associate Partner promotions across both metro and regional Australian and New

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06 Jul 2023

Majority of Australians fear they don’t have enough for retirement

From Findex Group

Despite the compulsory superannuation guarantee being over 30 years old in Australia, a worrying majority of Australians (2 in 3) fear they will not have sufficient financial resources to retire,

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24 May 2023

Women’s financial progress weakens again amid cost-of-living pressures

From Findex Group

Key points 76.1 points – The Financy Women’s Index (FWX) slipped 0.1 point in the March quarter 2023 amid cost of living pressures and marking yet another setback in progress

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18 May 2023

Findex appoints financial executive Lianne Bolton to the role of Chief Financial Officer

From Findex Group

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

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22 Feb 2023

Risking the Great Wealth Transfer – How young Aussies spend, save and invest puts future inheritance in jeopardy

From Findex Group

Young Australians (Generation Z (Gen Z) and Millennials) are putting billions of dollars of inheritance at risk with their current money management behaviours, reveals new research from Findex Group Limited (“Findex”). The research commissioned by Findex, Australasia’s largest

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10 Nov 2022

Australia’s largest provider of integrated wealth and accounting services appoints Co-CEOs to execute its expansion strategy

From Findex Group

Findex Group Limited (“Findex”), Australasia’s largest diversified financial services company has announced a significant expansion of its senior executive team, as it moves to take advantage of the major opportunities emerging

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24 Aug 2022

Findex appoints leading HR Executive, Kath Nell, as Chief People Officer

From Findex Group

Findex Group Limited (“Findex”) one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, announces the appointment of leading HR Executive, Kath Nell, to the position of Chief People Officer.

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18 Aug 2022

Findex joins AusAgritech as Corporate Partners, recognising the growth of agritech sector and impact on Australian economy

From Findex Group

Findex and the Australian Agritech Association (AusAgritech) have announced their new partnership, with Findex joining the Association as Corporate Partners to bolster support of the rapidly growing sector and partner

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11 Aug 2022

Findex investing in internal talent with new metro and regional Partners announced

From Findex Group

Findex Group Limited (“Findex”) one of Australasia’s largest privately-owned providers of integrated financial advisory and accounting services, today announces its new Partner and Associate Partner promotions and hires across both metro and regional Australian

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06 Jul 2022

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CPD: Consumer protection brief – advisers at the frontline of preventing financial abuse
Introduction Financial Abuse is a major societal problem, regarded by many observers, and some states, as a form of domestic violence. Although recognised in Commonwealth law, in most Australian jurisdictions [...]
CPD: A deep dive into Listed Private Equity Investments
Private equity (PE) is ownership of, or interest in, a corporate entity that’s generally not publicly listed or traded, although PE is increasingly backing listed companies where there are opportunities [...]
CPD: Global dividends play an important role in portfolio income
With the next move in interest rates likely to be downward, the importance of dividend income will be reinforced. And while Australian investors love their income producing blue chips – [...]
CPD: Top 10 tips for providing ethical advice
The Australian Financial Complaints Authority (AFCA) does more than hear complaints; it also provides tools to help financial advisers meet their legal and ethical obligations throughout the advice process. This [...]
CPD: Deceased estates and tax
Despite a perception that the use of trusts is the domain of the extremely wealthy, trusts can be used by a broad spectrum of clients to achieve a range of [...]