index has elevated 37 Australian and four New Zealand advisors from its 2,500-strong workforce into Senior Partner, Partner and Associate Partner roles. Notably, 60 per cent of appointees are based in regional centres, underscoring Findex’s ongoing commitment to investing in local talent and delivering premium, locally informed advice across metro and regional markets.

Findex Co-CEO Tony Roussos said the appointments reflect both the strength of the firm’s regional talent pipeline and its long-term strategy to build capability from within.

“We are pleased to welcome our newest Partners, whose outstanding expertise, local insights and commitment to client success remain central to our growth strategy.”

“These appointments demonstrate the depth and diversity of talent we are cultivating across the business. As we continue to expand our footprint across the ANZ region, we remain focused on developing future leaders who serve both the professionalism of our industry and the needs of the communities in which they live and work.”

“Our scale, with more than 90 offices across Australia and New Zealand, allows us to combine deep local knowledge with national capability. Our clients, wherever they are located, benefit from tailored advice backed by the expertise and resources of a trans-Tasman organisation.”

The breadth of this year’s cohort is representative of Findex’s scale and the diversity of its advisory offering. With appointments across 24 locations and a majority based outside capital cities, the cohort embodies Findex’s vison to provide its 250,000 clients with trusted, locally delivered advice backed by national infrastructure, regardless of geography.
The appointments also highlight Findex’s commitment to fostering regional careers and enabling internal mobility. Many of the newly appointed Partners have built their careers within regional communities, supported by dynamic working models which have long-supported hybrid working arrangements and development pathways that allow professionals to access career growth opportunities without the traditional relocation to major metropolitan centres.

This is embodied by the careers of Partner Gabby Howlett, who has spent over fifteen years building her practice in Ballarat, and Dubbo-based Partner Deb Ball who brings nine years of local expertise.  Associate Partner Amir Mousa’s appointment in Albury further strengthens Findex’s presence across regional Victoria and New South Wales.

Findex’s investment in talent development is complemented by a culture that encourages mobility and diverse career pathways. Associate Partner Tafadzwa Mudarikwa brings more than 15 years of international experience across Africa, the Middle East, the United States and Australia, with expertise spanning high-growth businesses and listed multinationals. His work across Brisbane and Toowoomba reflects Findex’s ability to combine global expertise with strong regional delivery.
Similarly, Associate Partner Jenna Anderson’s move from Canada to Queenstown demonstrates Findex’s ability to attract and retain talent through its flexible, mobility-friendly culture. Her appointment strengthens the firm’s presence in one of New Zealand’s fastest-growing regional centres while bringing an international perspective to advisory work for local clients.

Findex’s continued investment in local expertise and long-term client relationships remains at the heart of its advisory model. This year’s recognition of talent reinforces Findex’s commitment to ensuring regional communities and clients benefit from high-quality, locally delivered advice, supported by national scale and capability.

As Findex continues to grow, this partner cohort is a result of a deliberate strategy to build leadership from within, empower regional talent and deliver meaningful impact across the diverse communities it serves.

The 2026 Senior Partner cohort includes:

• Simon McGuirk, Melbourne VIC, Wealth Management
• Daniel Ellis, Perth WA, Business Advisory
• Nick Park, Sydney NSW, Business Advisory
• Robert Carius, Brisbane QLD, Business Advisory
• Neil McLennan, Brisbane QLD, Business Advisory

The 2026 Partner cohort includes:

• Gabby Howlett, Ballarat VIC, Business Advisory
• Tafadzwa Mudarikwa, Brisbane QLD, External Audit
• Mark Jackson, Colac VIC, Business Advisory
• Deb Ball, Dubbo NSW, Wealth Management
• Luke Thornton, Geelong VIC, Business Advisory
• Rachel Fraser, Richmond NZ, Business Advisory
• Andrew Reid, Melbourne VIC, External Audit
• Philip Rofe, Sydney NSW, Wealth Management
• Heather Logue, Brisbane QLD, Wealth Management
• Perry Crockett, Wanaka NZ, Business Advisory
• Jia Tan, Sydney NSW, External Audit
• Simon Warner, Adelaide SA, Business Advisory
• Toby Oakley, Adelaide SA, Business Advisory

The 2026 Associate Partner cohort includes:

• Amir Mousa, Albury NSW, Internal Audit & Risk
• Chris Van Den Bery, Bathurst NSW, Wealth Management
• Peter Christopherson, Brisbane QLD, Wealth Management
• Staci Sturzaker, Devonport TAS, Wealth Management
• Anna Johnston, Dubbo NSW, Business Advisory
• Lachlan Wilson, Geelong VIC, Business Advisory
• Adrian Trinchera, Geelong VIC, Wealth Management
• Matt Edmondson, Hastings NZ, Business Advisory
• Raj Pradhan, Mildura VIC, Wealth Management
• Jessica Maffescioni, Stawell VIC, Business Advisory
• Tamim Marial, Sydney NSW, Wealth Management
• Joshua Snell, Toowoomba, Wealth Management
• Neil Sparks, Adelaide SA, SMSF Advisory
• James Wallace, Armidale NSW, Wealth Management
• Ian Krarup, Gympie QLD, Business Advisory
• Patrick Duffy, Orange NSW, Wealth Management
• Joanne Mizzi, Sydney NSW, Wealth Management
• Matthew Fish, Brisbane QLD, Business Advisory
• William Kyriakou, Bunyip VIC, Business Advisory
• Craig Warren, Cairns QLD, Business Advisory
• Michelle Hickey, Colac VIC, Business Advisory
• Andrea Sproal, Melbourne VIC, Business Advisory
• Jenna Anderson, Queenstown NZ, Business Advisory

The post FINDEX announces 41 senior appointments, strengthening local talent and Trans-Tasman capability to provide industry-leading financial services across ANZ appeared first on AdviserVoice.

The revamp sees 14 new members across the Business Development, Risk Strategies and Strategic Accounts teams, and will significantly enhance Zurich’s strategic distribution support capabilities.

Having earlier announced the appointment of Dave Evans to the National Sales Manager role, Zurich confirmed a number of further appointments across all mainland states:

New South Wales Rhonda Morley and Mark Olivier join as Business Development Managers. Jessica Brady joins the Risk Strategy Specialist team, and Klytie Sheppard has been appointed to the Risk Strategic Accounts team, reporting to Nathan Taggart. Victoria Lauren Styles joins as a Business Development Manager.

Queensland Michelle Dolan, Peter Christopherson, Russell Townsend and Ryan Adair have joined the Business Development team, whilst Danielle Visser has been appointed to the Risk Strategy Specialist team.

South Australia Simon Betchley joins as a Business Development Manager.

Western Australia Aaron Boddy has been appointed as Regional Manager, with David Rees joining the new Risk Strategy Specialist team.

Life and Investments Head of Distribution Kristine Brooks said the new team would be instrumental in bringing Zurich’s expanded product and service proposition to market.

“The life insurance advice landscape is evolving rapidly, and advisers are looking for help in re-shaping their businesses to adapt to change and to turn it into opportunity.

“Innovative product solutions, efficiency enhancing technology and comprehensive educational programs are just some of the resources we have developed to facilitate this ‘future-proofing’.

“Adding to our award winning Business Development presence in every mainland state significantly strengthens our ability to support licensees and advisers in growing their practice and improving their own customer proposition.

“We’re delighted to be able to add so much high calibre talent to a team already acknowledged as being the best within the industry,” she said.

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