People Moves

Who's Moving Where In Wealth Management? – Findex Group

Editorial Staff 5 July 2023

Who's Moving Where In Wealth Management? – Findex Group

The latest moves and appointments for senior roles for Asia-Pacific wealth management.

Findex Group
Findex Group, the provider of financial advice and accounting, has announced new partner and associate partner promotions across both metro and regional Australian and New Zealand locations. 

In total, the firm has made 34 appointments, of which 24 are in Australia.

Findex said there has been a 50/50 gender split in the moves, which cover business advisory, wealth, tax advisory and audit.

The company has more than 3,000 staff in both countries, more than 250,000 clients and more than A$17 billion ($11.35 billion) of funds under advice. 

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes