Financial Index meets international standards

Financial Index has been successful in obtaining ISO 9001 certification - the first Australian Financial Services Licensee with multi site offices to gain the International Organisation for Standardisation, meaning 'the management system to direct and control an organisation with regard to quality'. ISO 9001 is the most widely known and internationally accepted model for a quality management system, used by organisations across the globe for some highly effective quality systems.

What does this mean?

ISO represents an international consensus on good management practices for quality. The aim is to ensure that an organisation can deliver the products or services that meet the quality requirements of clients, time and time again. These agreed good practices have been distilled into a set of standardised requirements for a quality management system, no matter what the organization does, what its size, or whether it's in the private or public sector.

Why ISO 9001?

Financial Index has always strived to be the best service based organisation within the Financial Services industry.  Much has been invested in pursuing that goal for many years and we are fully aware that it shall always be a moving target with complacency having no part to play. In seeking ISO certification, we knew that it would almost be the defining event in testing our progress towards this goal.

With ISO certification, we can be certain that our systems and processes promote greater client assurance, improved processes, improved communication at all levels, greater business control, greater internal consistency and discipline. Thus marrying with our key behaviours of Communication, Consistence and Innovation.

Welcome Sovereign Bridge Clients

Julie Matheson has been a Certified Financial Planner since 1987, after 22 years in the industry she has decided to merge her business with Financial Index Australia.

In doing so, Julie undertook a lengthy due diligence process before selecting Financial Index Australia as the new home for her clients. The existing Sovereign Bridge staff, Rod Goodall and Teresa Anderson are the newest members to the Perth Financial Index office and will be working with the current Perth staff, in particular adviser Robert Chester to ensure a smooth transition and ongoing high quality service.

Robert Chester is an experienced Financial Planner with many years experience in the industry coming from an accounting background.

We welcome the Sovereign Bridge staff and clients and look forward to working with them in the future.

Spring 2009 Times Newsletter

Winter 2009 Times Newsletter

MFR & Associates joins Financial Index

FINDEX WELCOMES ANOTHER MEMBER TO THEIR TEAM - MFR & ASSOCIATES

Having spent almost 30 years providing quality financial planning advice to their valued clients, Matt Waugh and Maureen Reynolds adopted a view that it was now time to provide a “leading edge” upgrade of their current client service proposition in a fast changing (and challenging) marketplace. To achieve this new level of excellence in providing financial advice, portfolio monitoring and ongoing service to their clients, Matt and Maureen believed they needed more quality resources. Hence their decision to join Financial Index Australia. Matt, Peter, Di, and Maureen are all pleased to now be members of the Financial Index team. They are confident that their clients will experience with them, their enthusiasm for this well chosen decision.

FIA Welcomes AAA Financial Intelligence & Investorlink Clients

After many years of providing financial advice to his valued clients, Richard Vickering decided to seek another financial planning organisation to merge his practice with. It was imperative to Rick to continue to meet his clients’ needs in this fast changing market place and to this end, felt very confident in choosing Financial Index Australia. AAA Financial Intelligence clients will be serviced primarily from our Canterbury office by two experienced advisers and a very capable administration team, who all look forward to welcoming AAA clients.

Having spent 25 years providing quality financial planning advice to their valued clients, Steve and Wayne Medcraft, and Brian Tice adopted a view that it was now time to provide a ‘leading edge’ upgrade of their current client service proposition in a fast changing (and challenging) market place. To achieve this new level of excellence the Directors of Investorlink Pty Ltd believed they needed more quality resources, hence their decision to select Financial Index Australia. We would like to take the opportunity to welcome all Investorlink clients.

FIA looks forward to working with its new clients to achieve their financial objectives.

Investing between the flags

December 2009 Times Newsletter

FIA Welcomes Nevett Ford

Financial Index Australia (FIA) is pleased to welcome Ballarat-based financial planning practice, Nevett Ford Financial Services to the team.

As part of Nevett Ford Lawyers, Nevett Ford Financial Services have been providing legal and financial services throughout Victoria for over 150 years. In joining FIA, their journey will continue with an expanded level of service and advice now being offered to existing and future clients.

Nevett Ford’s leading Financial Advisers, John Ives and Tracey Burns, are quick to point out that Nevett Ford Financial Services have always been focused on providing financial advice “for every stage of life”. They believe that the innovative solutions provided by their new strategic alliance with FIA will further enhance their offerings to clients.

“For us to enter into an agreement with any firm, client service had to be the key priority. FIA is a growing business with a strong management team. We’re delighted to be joining them” said John.

In welcoming FIA as their new business partner, John highlighted the fact that FIA’s Proprietary Simulator Software will be of great benefit to Nevett Ford clients as they will now be able to regularly monitor and review their client’s financial position ensuring they achieve their personal financial goals.

Tracey also noted that the support of a larger, client-focused organization such as FIA, ensures that their clients will continue to receive consistent, innovative solutions. She also said that FIA's advanced administration systems will enable the Nevett Ford administration team members, Sally Ashmore, Judith Templar and Kitty van Deur, to deliver a level of ongoing customer service which is not usually available through larger corporate organization

FIA are delighted to welcome John and Tracy and look forward to supporting them in their provision of a high level of service for personal investors throughout regional Victoria.