23 August 2022

Findex has always been guided by human connection, growth and innovation. When brothers Spiro and Terry Paule founded the company in 1987, they had a vision to bring a unified Wealth Accounting model to the market to streamline efficiencies for clients and help them extract greater value from their services.

Today, Findex stands as Australia’s largest provider of integrated wealth and accounting services with nearly 3000 employees spread across 100 locations, $28 billion in funds under administration and 250,000 clients across the Accounting and Wealth Management industries. As the company moves into its next stage of growth, Findex is reshaping its leadership team to best realise its future success and take advantage of the major restructures of Australia’s wealth management sector following the Hayne Royal Commission.

Effective Monday 22 August, Spiro Paule has made the decision to remain as the group’s Managing Director, but hand over the Chief Executive Officer role to company veterans Chief Operations Officer, Tony Roussos, and Chief Financial Officer, Matt Games who will become Co-CEOs. As one of Findex’s co-founders, Spiro will continue to be actively involved in the business and will be focusing his attention to the brand’s strategic direction and expansion plans while helping the company to set and govern strategy.

Tony and Matt have been pivotal to the company’s transformational M&A strategy that saw the business grow from 50 to nearly 3,000 employees since 2008, overseeing 63 acquisitions with key operational input during their working partnership. This shift sees two trusted and internally proven executives with a combined 45 years’ experience with the business and 15 years working together on the Findex executive team take the next step in what is a natural evolution in a planned intergenerational strategy for the business.

As custodians for this next phase of growth, Tony and Matt bring complementary skills that will not only enhance Findex’s leadership team but allow us to position ourselves to capitalise on our growth momentum in our target markets.

Importantly, this leadership model will bring to life Findex’s vision of an integrated wealth and accounting offering by taking advantage of the restructure of the wealth management sector where Findex’s longstanding fee-for-service model and salaried adviser status give it significant competitive advantage and uniquely positions it to deliver a Wealth Accounting model to its client base.

We are excited to continue our expansion and unique offering to deliver the best outcomes for our clients, people and communities.