Findex announces promotion spree

Findex announces promotion spree | Insurance Business New Zealand

Findex announces promotion spree

Findex Group Limited (Findex), one of the largest privately-owned providers of integrated financial advisory and accounting services in Australia and New Zealand, has done a promotion spree across metro and regional locations in Australia.

The latest appointments, composed of 46 new partners and associate partners in Australia, bring the total headcount in Australia and New Zealand to 57 – an increase of nearly 50% from the previous year, with a majority coming from internal promotions.

Additionally, around half of the new appointments are based in regional locations as part of Findex's commitment to providing on-the-ground support for regional clients. Their expertise spans risk insurance, wealth management, business advisory, tax advisory, audit, and consulting lines of business.

The new partners are:

  • Ash Pather (senior partner, external audit; Sydney);
  • Carlo di Loreto (partner, tax advisory; Perth);
  • Corey Beat (partner, tax advisory; Perth);
  • Craig Godfrey (partner, wealth management; Sydney);
  • David Hall (partner, tax advisory; Townsville);
  • David Penpraze (partner, tax advisory; Sydney);
  • Ian Clark (senior partner, wealth management; Albury);
  • Jason Duffell (partner, business advisory; Glen Innes);
  • John Mamo (partner, business advisory; Sydney);
  • Josh Coull (partner, corporate finance; Sydney);
  • Kon Kokkinos (managing partner, consulting; Melbourne);
  • Leon Caulfield (partner, business advisory; Melbourne);
  • Lynn Jensz (managing partner, business advisory; Stawell);
  • Maria Olivotto (partner, external audit; Brisbane);
  • Nicole Vignaroli (senior partner, corporate finance; Melbourne);
  • Nik Rozis (partner, business advisory; Townsville);
  • Pauline Song (partner, wealth management; Sydney);
  • Richie Sorensen (partner, wealth management; Coffs Harbour);
  • Simon McGuirk (partner, wealth management; Melbourne);
  • Sumit Wadhera (partner, consulting; Melbourne);
  • Tim Arnold (partner, business advisory; Smithton); and
  • Voitek Biskup (partner, wealth management; Brisbane).

The new associate partners are:

  • Alison Morris (business advisory, Werribee);
  • Brett Holloway (business advisory, Ballarat);
  • Brett Sibbison (wealth management, Canberra);
  • Chloe Arthur (risk insurance, Toowoomba);
  • David Catt (wealth management, Adelaide);
  • Deborah Ball (wealth management, Dubbo);
  • Earl Makayan (business advisory, Gold Coast);
  • Endre Lloyd-Johnsen (risk insurance, Geelong);
  • Fiona Daniel (business advisory, Townsville);
  • Gabby Howlett (business advisory, Ballarat);
  • Garth Reardon (tax advisory, Perth);
  • Ian Morgan (business advisory, Bathurst);
  • Jane Amedee (business advisory, Launceston);
  • Jason Gilbert (wealth management, Adelaide);
  • Jeroen Krabbe (tax advisory, Sydney);
  • Kerry Corrigan (wealth management, Townsville);
  • Liam Hawkswell (corporate finance, Brisbane);
  • Luke Thornton (business advisory, Geelong);
  • Michael Choeng (internal audit, Melbourne);
  • Nicholas Cox (external audit, Sydney);
  • Robert Ellis (wealth management, Adelaide);
  • Sally McPherson (self-managed super fund; Albury); and
  • Wayne Higgins (wealth management, Armidale).

Findex currently employs 2,700 staff in Australia and New Zealand, servicing a client base of over 250,000 clients, with over $17 billion funds under advice.

In a statement, a Findex spokesperson said the recent promotion spree laid the foundations for a stronger and united support system across Australia.

Chris Carey, chief growth officer at Findex, commented: “Findex employs almost 3,000 people throughout Australia and New Zealand with over 100 offices – many in regional areas – so we are a major employer. A large part of our success can be attributed to fostering career progression and providing an opportunity to our talented cohort of emerging leaders across a range of disciplines, no matter where they reside.

“The Findex partnership team across Australia is one that we are extremely proud of as we move into the new financial year. These new appointments enhance our ability to service both regional and metropolitan areas with local, on-the-ground expertise and reflect the strong growth trajectory the business is on.”