The leading financial services group Findex has been awarded the Dealer Group of the Year award at the ifa Excellence Awards.
Findex was recognised by the judges as “the dealer group that has most effectively driven business growth during 2013 utilising a range of business development principals and tactics”.
Based on business growth metrics as well as support and servicing, the award considers the activities, strategies and actions of the group in terms of adviser recruitment and retention, as well as the success of individual advisers in supporting the corporate’s overall growth and development. It also recognises strong progress over the past 12 months in terms of funds under advice (FUA).
Accepting the award, Findex Group Chief Executive Officer Spiro Paule
said: “We are extremely pleased to be recognised by our peers as one of the leaders in the financial planning industry.
“The core of our business is building trust with our clients over the long term, trust that is
based on the foundations of quality advice, independence and transparency of services.
“What is particularly pleasing is that the award acknowledges the work across all our divisions — Financial Index Wealth Accountants, Centric Wealth, Civic Financial Planning and the online advisory platform MOVO.”
The Findex Group is Australia’s largest non-aligned and privately owned financial advisory company. It has businesses across the spectrum of the advice industry including middle range, high net worth, public sector and online. The business model is based on independence from investment products and non-conflicted advice.
Findex Group businesses have more than $8 billion under portfolio management.
The ifa Excellence Awards are an industry first and are the only industry awards dedicated exclusively to boutique and non-aligned financial advisers. The awards recognise the very best operators in categories that count.
More about the Findex Group: www.findexgroup.com.au
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