Chris Condon and Emmanuel Calligeris to help guide $15billion FUM 2 April 2015: The Findex Group, one of Australia’s largest financial services and accounting groups, today announced the appointment of two senior industry figures to the Group’s investment committee, which independently mandates the Group’s approved investment products. Former long-time MLC Chief Investment Officer and now independent financial adviser Chris Condon, and Emmanuel Calligeris, long-time former Chief Investment Officer of Optimix, will take up the positions immediately. The appointment of these industry identities to the Findex Group Investment Committee complements the Group’s ongoing program to internalise more investment related processes

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following the $200m acquisition of the Crowe Horwath accountancy and financial services business in Australia and New Zealand. These two appointments follow the recent announcement of former UBS and UBS O’Connor identity Dr Stefano Cavaglia as Head of Investment Research at the Findex Group. Findex Group CEO Spiro Paule said both Chris and Emmanuel bring great wisdom and a wealth of experience to the critical role of investment product evaluation. “The Findex Group Investment Committee is at the heart of the Group’s philosophy of non-alignment. “All Findex Group businesses only recommend products that have been researched and approved by our independent investment committee. Findex does not manufacture investment products and does not receive commissions from the manufacturers of the investment products its advisors recommend.” Chris Condon is now Principal of Chris Condon Financial Services Pty Ltd, a consultancy that advises institutional investors on the development and management of their investment program. In his former role as CIO of MLC Investment management, Chris led a 19-strong team implementing a manager – of- managers approach for approximately $60 billion in assets, which was one of the largest true manager-of-manager funds businesses in the world. Emmanuel Calligeris brings a depth of knowledge across all major classes of investment products and detailed knowledge of superannuation, risk management and compliance issues. He also has a successful history in the development of new investment products. About the Findex Group: The Findex Group is one of Australia’s largest non-aligned and privately owned financial advisory and accounting groups. 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 Group’s portfolio of financial services brands and businesses includes Financial Index Wealth Accountants, Centric Wealth, Crowe Horwath Australasia, MOVO, CIVIC Financial Planning and Prescott Securities. Findex Group businesses have more than $15 billion under management. Findex has been awarded the IFA Excellence Awards for best dealer group 2014 and listed in the BRW 2014 Most Innovative Companies list. More about the Findex Group: For all media queries please contact Shed Media: Peter White: 0416 041390 or Simrita Virk: 0434 531 172 Shed Head Office: 02 9247 8533

April 1, 2015

Senior industry figures join Findex Group investment committee

Chris Condon and Emmanuel Calligeris to help guide $15billion FUM 2 April 2015: The Findex Group, one of Australia’s largest financial services and accounting groups, today […]
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