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

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Mr Warner, who joined Aware Super in 2023 as Head of Portfolio Management, will lead the Fund’s 160-person award-winning investment team that manages its members $205 billion superannuation savings across equities, fixed income, infrastructure, property and private equity.

Aware Super Chief Executive Officer Deanne Stewart said Mr Warner’s appointment ensured continuity of the Fund’s investment strategy and strong governance frameworks.

“Simon has demonstrated exceptional leadership during his two years at Aware Super, contributing to our track record of delivering outstanding returns for members,” Ms Stewart said.

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The appointments expand the leadership group to reflect AMP Capital’s strategy to grow in the world’s largest asset management markets and ensure both clients and investment expertise are represented.

AMP Capital CEO Boe Pahari said: “AMP Capital’s success will be determined by our global representation, client centricity and strong heritage and foundation, and the appointments we have made today reflect that. We are building a client-led, globally integrated investment platform to further increase access to global capital and drive collaboration across our teams to deliver better outcomes for clients.

“We are drawing on the talents within our business and seeking to bring a diversity of views to the leadership group. This group will develop and execute AMP Capital’s new strategy. I’m excited by what we will achieve together, as we continue to export our investment excellence to a global market, particularly in real assets.”

Summary of the changes:

• Patrick Trears has been appointed Global Head of Infrastructure Debt, based in the US. The appointment reflects the importance of North America in infrastructure debt, which is one of our largest markets for current and potential clients and deal opportunities. Patrick, who is currently Head of Infrastructure Debt in the US, will succeed Andrew Jones, who will now leave AMP Capital.
• Tim Smith has been appointed Head of International Distribution. Currently head of American and European distribution, Tim will be elevated to the leadership group.
• Aideen O’Donovan has been appointed Chief Financial Officer, replacing Adrian Williams, who is stepping down from his role as the Acting Chief Financial Officer and Chief Operating Officer (COO) for personal reasons. Aideen is currently Head of Finance and will join the leadership group.
• Simon Joiner has been appointed Chief Operating Officer, picking up Adrian Williams’ COO duties. Simon is currently COO in the North West region and will expand his remit and join the leadership group. Adrian will take on the role of Global Transition Manager to oversee the separation of the functions until the end of the year.
• Simon Ellis, currently Partner, Infrastructure Equity has been appointed as Head of Americas. Partners Infrastructure Equity, Matt Evans and Ruben Bhagobati have been appointed Co-Heads of Europe. These three new roles in key international markets will look to drive growth across their respective regions, beyond their own investment capability roles.
• After five successful years of building the Real Estate business, Carmel Hourigan has decided to leave AMP Capital to take up a new role at Charter Hall. A process to replace Carmel has already commenced and Carmel will remain in the role to manage an orderly handover of responsibilities.
• With Madeleine Mac Mahon’s decision to resign after 12 years with the business, Lisa Hurley and Lauren Crystal, currently AMP Capital People & Culture Business Partners, have been appointed Co-Heads of People & Culture. Lisa and Lauren will be members of the leadership group.

There are no changes to the roles of: Managing Director Asia Pacific, Craig Keary; Global Head of Public Markets, Simon Warner; General Counsel, Yen Hui Tie; and Chief Risk Officer, Natalie Kooyman, who will all remain members of the leadership group.

Mr Pahari said: “I’d like to thank Madeleine and Adrian for the important role they have played in the development of AMP Capital. Andrew has done an outstanding job to build our infrastructure debt business, particularly the success of the IDF series. They each leave with our best wishes. I’d also like to congratulate Carmel on her new role and wish her every success for her new challenge.

“Pleasingly we’re able to take advantage of the deep pools of internal talent, and combined with our established leadership group, we will continue to build upon our culture underpinned by performance, excellence and inclusion.”

The leadership group announced today will develop and deliver AMP Capital’s strategy, to be announced at AMP’s Half Year results on 13 August 2020.

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With more than A$62 billion in multi-asset funds under management as at 31 December 2018, the Multi-Asset Group (MAG) delivers tailored investment solutions for clients including asset allocation, manager selection and portfolio construction.  MAG’s 27 investment professionals are responsible for the investment management of AMP Capital’s Multi-Asset, Diversified and Multi-Manager funds. These funds are constructed by blending investments across multiple asset classes and investment managers.

AMP Capital Global Head of Public Markets Simon Warner said that this was a key appointment for the business.

“I’m very pleased to announce that Debbie will be leading the Multi-Asset business. Debbie has an excellent understanding of the business and how we can execute our strategic priorities in a dynamic market.

“Debbie is ideally placed to take on this role, and deliver superior outcomes for our clients, having been the Head of Multi-Asset Portfolio Management for seven years.  Her appointment is another great example of promoting quality talent from within our organisation,” Mr Warner said.

Reporting to Simon Warner, Ms Alliston will have responsibility for the Portfolio Management, Dynamic Markets, Market Solutions and Tailored Investment Solutions teams.  Ms Alliston will also continue to have responsibility for portfolio management of the Future Directions and AMP Lifecycle funds.

Debbie Alliston is currently AMP Capital’s Head of Multi-Asset Portfolio Management.  In her role she is responsible for managing a team of portfolio managers who are responsible for a range of diversified funds including LifeCycle, institutional, and goals-based funds. In addition, Debbie is the Portfolio manager for AMP’s default Corporate Super offerings.

Prior to joining AMP Capital, Debbie was with Apostle Asset Management as an Investment Director (since 2007), where she was responsible for the management of the ongoing affiliate program including investment due diligence and manager selection and review.

From 1991 to 2007 she was with BT Financial Group (formerly Rothschild Asset Management) in a range of roles, including Head of Investments where she was charged with the management of the BT investment team.  Debbie held a range of other positions with BT over the 16-year period, including Chief Operating Officer, Investment Management and Director Head of Portfolio Management, and for the last five years of her tenure had portfolio management responsibility for BT’s complete range of diversified products.

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Mr Warner, who has held the role of AMP Capital’s Head of Macro Markets within the fixed income team for the past seven years, replaces Mark Beardow, who was announced as Chief Investment Officer of Specialist Investment Teams in December 2013.

AMP Capital’s Fixed Income team has been expanding its reach in line with the changing investment environment through additional international mandates and enhanced capabilities. Fixed income teams are now located in AMP Capital’s Chicago and Hong Kong offices and clients are able to access international exposure through AMP Capital’s global fixed income funds and absolute return funds.

Commenting on the appointment, Mr Beardow said: “Simon has impeccable investment credentials and proven leadership skills, demonstrated by his previous role as Head of Macro Markets. His appointment also reflects the depth of investment talent at AMP Capital, which we are committed to fostering as part of our succession planning processes.

“Simon’s passion for pursuing outstanding investment outcomes for our clients and his broad global investment experience leave him well placed to lead the Fixed Income team as it seeks to build its growing global profile.”

Prior to joining AMP Capital in March 2007, Mr Warner held a range of investment roles with JPMorgan Chase in London, Sydney and Singapore. He has 17 years of experience managing global fixed income and currency portfolios.

The Fixed Income team has 30 dedicated investment professionals based in Australia, New Zealand, Hong Kong and Chicago.

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The mandate will form part of the Advance Australian Fixed Interest Multi-Blend Fund.

The Advance mandate will be managed by AMP Capital’s Head of Macro Markets Simon Warner in conjunction with the broader fixed income team.

“AMP Capital worked with Advance to design a core Australian bond mandate specifically tailored to their requirements,” Mr Warner said.

“Advance will benefit from our world-class credit capability as well as our unique whole of portfolio approach to risk management, and our unrivalled access to research across the major regions of the Asia Pacific, Europe and North America.

“This significant mandate win is an endorsement of the quality of the team, the breadth of process and the portfolio management offering we have developed over the past few years,” Mr Warner concluded.

With over 30 years’ experience, AMP Capital is a leading fixed income manager boasting one of the largest teams in Australia with 23 investment professionals covering the entire fixed income spectrum across corporate and sovereign bonds, cash, currency and derivatives.

AMP Capital’s fixed income funds under management have risen to A$39 billion.

10 July 2012

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