We're focused on meeting the needs of businesses and the individuals within them through a collaborative approach to financial services. We pride our self on an integrated service offering, giving you the peace of mind that comes with knowing your financial and lifestyle goals are being worked on.
Spiro and his brother, Terry Paule, founded Financial Index Australia in 1987. This company, the foundation of Findex, was formed with a desire to provide clients with an “index of financial services under one roof.” This vision would, in time, form the basis of the Findex Family Office and its role as Australia’s largest fully integrated advisory business. Spiro graduated from Monash University with a Bachelor of Jurisprudence, and later obtained a Diploma from the Australian Insurance Institute. He began his career in the financial services industry working as an Adviser with Legal and General (UK) financial services firm in Australia. In 1984, looking to diversify his career experience, Spiro pursued three years of corporate management with US firm Aetna. He performed a number of State and Regional Management roles, preparing him for what would become a future manager of people and businesses. By 1987, Spiro decided to return to his advisory career and joined his brother, Terry, to found Financial Index Australia. Spiro has maintained a strong vision for Findex since its inception, which is to provide a holistic service offering to all clients. From this vision the Findex Family Office was born; a revolutionary service offering, catering for all clients not just the ultra-wealthy. This service offering has positioned Findex as a unique and innovative company, revolutionising the way financial services are delivered to businesses and individuals. As Managing Director and CEO, Spiro is responsible for the achievement of the Findex Board’s set objectives and is instrumental in providing leadership and strategic direction relevant to Findex’s long term vision and day to day business activities. Spiro is very active and highly interested in seeking out and sponsoring innovations and new technologies in order to keep Findex at the leading edge of the financial services industry. In addition to his role as Managing Director and Chief Executive Officer, Spiro also chairs the Board of SproutX, Findex’s agricultural technology accelerator. SproutX exists to identify and commercialise agricultural innovation startups. Spiro is also a longstanding Fellow of the Australian Institute of Management (FAIM).
Tony began his financial services journey in the early nineties, joining Findex in a business traineeship role. To further develop his skills and build upon a Bachelor of Science from Monash University, Tony also obtained his Diploma of Financial Planning. His passion for professional development has seen him take on roles in senior lecturing (for The Securities Institute, FPA), Committee Heads (FPA, Education Task Force) and Chairman (DFP 3 and 7). As Tony progressed through the Findex business, he went on to complete a Masters in Business Administration (MBA), making him an important asset in the group’s growth by acquisition strategy. Today, as Findex’s Chief Operations Officer and Executive Board Member, Tony plays an integral role in implementing Findex’s growth strategy. Subject to the immediate direction of the CEO, his responsibilities include: - The general management of Findex’s operational affairs in accordance with all business plans developed by the Board. - Providing leadership to staff in order to achieve the established business and operational goals. - Executing the responsibilities of a Company Director according to lawful and ethical standards set by the Findex Board. Tony places a high importance on building and maintaining enduring relationships with his teams. He values strong leadership and empowering others and is a champion of Findex’s grassroots traineeship program.
Matt joined Findex in January 2008 as Chief Financial Officer and is responsible for the financial management of the business. He is also heavily involved in Findex’s merger and acquisition practices. Prior to joining Findex, Matt worked with Macquarie Private Wealth as a specialist project manager, focusing on acquisition and new business opportunities. Preceding that, Matt spent 7 years with ING Australia, initially in its group finance area before moving on to specialise in the financial advisory field as Finance Manager for ING Advice, working with the RetireInvest, Tandem and Millennium 3 financial planning groups. Matt holds a Bachelor of Commerce degree from Macquarie University in Sydney and is also a Chartered Accountant. He is also a qualified ‘Black Belt’ in Six Sigma, a process improvement and quality management methodology used by many leading companies worldwide. Outside of work, Matt’s hobbies include sports, especially rugby and cricket, and he and his wife are also keen travellers.
Thomas has a long-standing history with Findex, having served for almost 10 years. After graduating with a Bachelor of Business, Banking & Finance and a Bachelor of Visual Arts, Print Media, Thomas made the decision to pursue a career in the Financial Services industry. With a bold vision to transform the traditional delivery of financial service offerings, Thomas believes that the better harnessing of technology can significantly enhance a business’ relationship with the market and prospective clients. As such, Thomas has been behind the creation of the Findex Digital division of the business, and its focus on producing products to improve both organisational efficiency and client experience. Thomas was also pivotal in leading the development of the MOVO project – the first (and only) comprehensive, fully tailored and compliant Financial Advice delivered entirely online. Importantly, the MOVO project landed Findex a place on the BRW’s Top 50 Most Innovative Companies list at number twelve overall, and second in the Financial Services category. Today, as Chief Marketing & Digital Officer, Thomas plays an integral role in building and expanding Findex’s Marketing and Digital capabilities, and integrating these functions into all facets of the business’ operations. In his position, Thomas not only heads up the digital growth strategy for the business, but leads the group’s marketing function, encompassing its brand, communications, events, sales and public relations activities. His passion for technology and innovation has, and continues to, pave the way for Findex to remain at the forefront of an ever-evolving industry.
Starting his career in Production Planning and Logistics for a national glass supplier, Nick was quick to demonstrate a unique ability for re-engineering processes. He also began designing solutions for production inefficiencies resulting in significant improvements to quality control and turnaround times. This positioned Nick well to join Findex in 1994 as a consultant to map and re-engineer the existing processes and build some efficiencies in the operational model of the organisation. Nick was integral to the development of the current YGM system, which has enabled Findex to achieve the highest international quality service standard, ISO 9001. Nick attributes much of the YGM system’s success to the vision and commitment that the Findex management team continues to have for innovation and also to the culture of the staff throughout the organisation. In his capacity as the company CIO, Nick has been instrumental in continuing to develop the cutting edge technology to service the ambitions of the group, which have helped the business to stay at the forefront of innovation and leading-edge technology. Nick believes that “when technology and people are properly managed, they become a vital investment to a business, not an expense.”
Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities. In 1997 Kieran immigrated to Australia after been “head- hunted” by a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB. Kieran was tasked with starting up the new venture in Australia, Kieran took this company from start up through to eventual successful sale in 2002. In late 2002 Kieran moved back into the Financial Services industry in the field of mortgage origination and setup and managed a boutique mortgage company, this company was acquired by Centric Wealth in late 2003. Kieran joined Centric Wealth in 2003 in the role of Head of Lending, in 2009 Kieran become Head of Treasury Services and subsequently Head of Products and Services. Kieran joined the Findex Group Management Team as a result of its 2014 acquisition. Kieran is now Chief Investment Officer for the Findex Group. Kieran’s other responsibilities include: - Vice Chairman of the Findex Asset Allocation and Investment Committee - Responsible Manger of the Group Funds Management business and Responsible Entity - Senior management and administration roles in community based volunteer and not for profit organisation Kieran’s studies include a Bachelor of Commerce in Accounting and Financial Management, Diploma in Lending, and various industry qualifications including RG 146 and AFMA Responsible Manager Qualifications. Kieran is also a graduate member of the Australian Institute of Company Directors.
Beginning his Financial Services career as a Principal of the Associated Planners Group, Michael developed a passion for building enduring client and business relationships. Placing a value on education, Michael holds a Diploma of Financial Planning and has a Masters of Business Administration (MBA). As one of Findex’s early acquisitions, Michael has been responsible for building a strong and dynamic adviser force for the business. As Findex’s Chief of Adviser Services, his responsibilities include: - Managing the group’s advisory force, spanning across a suite of service offerings (financial planning, risk, lending and corporate benefits). - Assisting advisers in the management of their client relationships and service offering. - Continually develop new concepts and enhanced products for advisers to offer clients. With over 25 years industry experience, Michael specialises in all aspects of financial planning for individual and business clients and holds an Executive Director role on Findex’s Board.