X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the ifa bulletin
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
No Results
View All Results
Home News

Findex appoints wealth management partners

Findex has welcomed 29 new partners to its Australian partnership group, including seven wealth management additions.

by Neil Griffiths
July 1, 2021
in News
Reading Time: 1 min read
Share on FacebookShare on Twitter

A number of the appointments, who are now recognised as senior partners, have worked at the accounting and advisory firm for some time including Brett Ricchini (Geelong), Matthew Parrella (Melbourne), Terry Hodge (Ballarat), Shane Hilton (Geelong) and Kate Borch (Colac), who has worked at Findex for over 20 years.

Other names confirmed on Thursday include Ryan Carroll (Brisbane) and Daniel Roberts (Dubbo) who previously worked within the firm as an accountant before moving into the finance industry in 2008.

X

“Our leadership appointments this year reflect not only our broad regional footprint, but our focus on fostering and developing local talent, with majority of our appointments being made in rural and regional locations,” a statement by Findex read.

“As a major employer in regional areas, a large part of our success can be attributed to fostering career progression and providing opportunity to our talented cohort of emerging leaders across a range of disciplines, no matter where they reside.

“We are continually grateful for the support you provide in enabling us to do this.”

Tags: Management

Related Posts

Image: magann/stock.adobe.com

New year adviser losses spread across 161 licensees

by Keith Ford
January 12, 2026
0

According to the latest Padua Wealth Data numbers, while there was a net loss of 223 advisers for the period...

Image: Benjamin Crone/stock.adobe.com

Shield liquidators given go ahead to sell off holdings

by Keith Ford
January 12, 2026
0

In an update to unitholders late last year, Jason Tracy of Alvarez & Marsal said the Federal Court had made...

‘Conversion friction’ costing firms’ revenue: whitepaper

by Alex Driscoll
January 12, 2026
0

CLSR, regulatory and licensee fees are all well-known expenses and stressors for financial advice firms, and while it is true these conditions...

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Innovation through strategy-led guidance: Q&A with Sheshan Wickramage

What does innovation in the advice profession mean to you?  The advice profession is going through significant change and challenge, and naturally...

by Alex Driscoll
December 23, 2025
Promoted Content

Seasonal changes seem more volatile

We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...

by VanEck
December 10, 2025
Promoted Content

Mortgage-backed securities offering the home advantage

Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...

by VanEck
December 3, 2025
Promoted Content

Private Credit in Transition: Governance, Growth, and the Road Ahead

Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.

by Zagga
October 29, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Poll

This poll has closed

Do you have clients that would be impacted by the proposed Division 296 $3 million super tax?
Vote
www.ifa.com.au is a digital platform that offers daily online news, analysis, reports, and business strategy content that is specifically designed to address the issues and industry developments that are most relevant to the evolving financial planning industry in Australia. The platform is dedicated to serving advisers and is created with their needs and interests as the primary focus.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About IFA

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • News
  • Risk
  • Opinion
  • Podcast
  • Promoted Content
  • Video
  • Profiles
  • Events

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
  • About
  • Advertise
  • Contact Us

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited