"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                      
Melbourne Office< Melbourne Office

Melbourne Office

Address:
Level 7, 416-420 Collins Street
MELBOURNE VIC 3000

Mailing Address:
PO Box 501, Collins Street West
MELBOURNE VIC 8007

Phone: (03) 9292-0101
Fax: (03) 9292-0102

Spiro Paule

Chief Executive Officer

After graduating from University some 30 years ago, Spiro Paule entered the Financial Services industry as an Adviser initially with Legal and General UK Financial Services and later with US health care benefit company Aetna, servicing the referral clients of a number of accountancy practices. Spiro interrupted his advisory career in 1984 to pursue three years of corporate management experience with Aetna where he performed a number of regional and state management roles. In 1987, Spiro decided to resume his advisory career with brother Terry Paule to build a new business named Financial Index Australia (FIA). The business grew steadily and was successful in providing client financial services to accountants, lawyers and through a joint venture with a national insurance brokering firm.

During the mid 90’s, Spiro and Terry made a key investment commitment to commence the in-house development of an electronically delivered business management system capable of lessening business and compliance risk and improving efficiencies. This was the humble beginning of the present national Your General Manager (YGM) system, which services the needs of FIA nationally. YGM has enabled FIA to achieve the highest international quality service standard, ISO 9001:20080. 

Spiro holds a Bachelor of Jurisprudence from Monash University, a Diploma from the Australian Insurance Institute, and is a Fellow of the Australian Institute of Management (FAIM). Besides being the Chief Executive Officer (CEO) of FIA, he is also Managing Director and continues with some client advising duties.

Subject to the direction of the FIA Group Board, Spiro as CEO oversees the operations as follows:

•  Planning, directing, coordinating and controlling the daily operation of the FIA Group.
•  Coordinating preparation of all FIA group budgets for Board approval. 
•  Monitoring revenue and expenditure relative to the approved budget.
•  Subject to Board direction and approval, Ooverseeing the development of standards and procedures to be implemented by the group.
•  Providing all Directors with a monthly financial report and detailed quarterly management accounts and summary.
•  Daily operations including organizational structure, staffing and expenses.
•  Overseeing the further development of the YGM system for further enhancement of the FIA business model.

 Observing all actions necessary to deliver the FIA Group core ideology and key behaviours.

Articles:

Press Release - Storm Acquisition

Financial Index Australia Pty Ltd today announced it was the purchaser of the remainder of the Storm Financial Planning client book.

Markets drop as fear grows about global economy

Overnight, the stockmarket in the U.S. fell by around 5% which is a significant fall comparable to the worst days of the GFC in 2008/2009.

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