Patrick Dieter to lead commission-free risk business and build the Corporate Benefits consulting arm

October 6, 2015: Findex, one of Australasia’s largest accounting and financial advice groups, has announced a major new appointment in the risk products and corporate benefits consulting sectors.

Patrick Dieter, formerly Associate Director at Macquarie Bank where he was Head of Insurance Advice and Paraplanning has joined Findex to take up the newly created position of Head of Risk and Corporate Benefits.

Earlier this year Findex announced a transition to completely commission-free insurance product across the group, commencing with the Centric Wealth and Financial Index Wealth Accountants.

The first commission-free product was sourced through the BT Group and introduced in July this year.

Findex Chief Adviser Services, Michael Wilkins said Findex was delighted to secure the services of Patrick Dieter.

“Patrick has an outstanding record in risk advice and Corporate Benefits.

“Findex businesses enjoy an industry leading position in the commitment to commission-free risk products and Patrick will play an important role in ensuring the potential of this business stream is realised for the benefit of clients and the enterprise.

“Patrick will also be responsible for reviewing and growing our corporate benefits offering across the group, building on his experience with Macquarie’s first salaried advice channel,” said Mr. Wilkins.

Prior to his six-year engagement with Macquarie, Dieter was National Risk manager at Hillross.

“I could not be more enthusiastic about the Findex business model and the Findex culture. The more needs you are able to meet of a client the better the quality of service you can deliver. I’m looking forward to creating new solutions for clients,” said Mr. Dieter.

“Corporate benefits consulting is a much under-rated discipline. Risk is a key element of this. I share the Findex belief that advising businesses on benefits provides the foundations for a strong individual client relationship,” he added.

About Findex

Findex 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.

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: www.findexgroup.com.au

 

For all media queries please contact Shed Media:

Simrita Virk on M: 0434 531 172 or svirk@shedmedia.com.au

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