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Findex expands C-Suite with appointment of Peter Gardiner from ANZ

Robo-advice companies will need at least one responsible manager to comply with training and competence standards and they will need to show that they are regularly monitoring and testing their systems...

Findex, Australia’s largest non-aligned financial services advisory group has announced the appointment of an additional member to its executive team.

Peter Gardiner, formerly ANZ’s Head of Origination, Corporate Bank, has been appointed Global Head of Business Development at Findex, expanding the Findex leadership team to seven.

Findex has $17 billion under advice and is Australia’s 5th largest accounting group through ownership and management of the Crowe Horwath accounting practice in Australia and New Zealand. Other Findex businesses include Centric Wealth, Financial Index Wealth Accountants, Prescott Securities and MOVO online financial advice.

Findex CEO Spiro Paule said Mr Gardiner is an exceptional business person with background in banking, accounting and financial planning.

“Peter has deep experience in both ‘Big 4s’. He held senior a position at the ANZ Bank for the past five years and prior to that was with Ernst and Young in a senior client-facing position.”

“He was also a founding director of a UK financial planning business, and importantly implemented a non-aligned fee for service model which, two decades ago, was not common practice in his native Scotland, where the business was based.”

“Peter has a passion for business that is built on his belief that success is driven by championing the client. This approach is in total alignment with the Findex philosophy.”

“His experience across the three financial advisory sectors equips him with a skill set appropriate for our business as we roll out a unique, holistic financial services offering from all Findex brands.”

“The Findex business model is to make available to all our clients a comprehensive suite of financial services under one roof, delivered and managed by a key trusted advisor.”

“Peter’s experiences and insight will play an important role in this process as we take our group to the next level, ” Mr. Paule said.

About Findex Group
Findex Group is Australia’s largest non-aligned financial advisory and accounting group. It has businesses across the spectrum of the financial advice and accounting industry including middle range, high net worth, public sector and online, with more than $17 billion under management.

The Findex brands include Crowe Horwath (Australia and New Zealand), Centric Wealth, Financial Index Wealth Accountants, Prescott Securities, MBP Advisory, Civic Financial Planning and MOVO Online Financial Advice, and service the needs of approximately 250,000 clients.

Findex has been awarded the IFA Excellence Award for Dealer Group of the Year 2014 and listed in the BRW 2014 Most Innovative Companies list.

More about the Findex Group:

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