Findex expands Adelaide capability with acquisition of Wakeful Partners
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Australia and New Zealand’s leading provider of integrated financial advisory and accounting services, Findex, has completed the acquisition of Wakeful Partners, an established Adelaide-based accounting, tax and SMSF firm.
The acquisition strengthens Findex’s presence in South Australia by adding local Accounting, Tax and SMSF capability to its existing Adelaide wealth management team. It forms part of Findex’s ongoing mergers and acquisitions (M&A) strategy to expand its national footprint and provide more integrated advice to individuals, families and businesses across Australia and New Zealand.
Founded in 2010, Wakeful Partners has built a strong reputation as a stable, relationship-driven practice supporting individuals, families and small to mid-sized enterprises across Adelaide. The firm has a notable reach into suburban Adelaide and serves around 1,500 client entities across a diverse range of industries.
Wakeful Partners’ two partners, Simon Warner and Toby Oakley, will join Findex as partners on a permanent basis, alongside the firm’s wider team.
Expanding Findex’s local service offering
The acquisition fills a clear capability gap for Findex in Adelaide, where the firm has an established wealth management team but has not previously offered local Accounting, Tax or SMSF services.
For Wakeful clients, the transition provides continuity of their existing adviser relationships, backed by access to Findex’s broader national expertise and integrated service offering. For existing Findex Adelaide clients, it adds local access to accounting, tax and SMSF support alongside wealth management.
Findex Co-CEO Tony Roussos said the acquisition reflects the firm's focus on building capability in key markets where clients are seeking more connected advice.
"We're pleased to welcome Wakeful Partners to the Findex network. They've built exactly the kind of firm we want to back - deep client relationships, a trusted team, and a strong presence in a market that matters to us," Mr Roussos said.
"This acquisition strengthens our Adelaide presence in a meaningful way by adding Accounting, Tax and SMSF capability alongside our existing wealth management team. Wakeful Partners is a well-established Adelaide firm with strong local knowledge and a service ethos that aligns closely with our own."
"Adelaide has long been an important market for Findex, and this is a deliberate move to provide a more complete local offering to individuals, families and businesses. For clients, this means continuity of trusted advice, supported by the broader expertise, scale and resources of the Findex network, while bringing experienced partner-leaders and specialist capability into our operation."
Wakeful Partners Director Simon Warner said joining Findex represented a natural next step for the firm and its clients.
“Toby and I built the firm based on the foundations of strong client relationships, technical care and practical advice. This next chapter in joining Findex, will allow us to keep delivering that same trusted service, while giving our clients access to a broader range of expertise and support,” Mr Warner said.
“Our clients will continue to work with the advisers they know, now backed by the scale and specialist capability of a national network.”
Supporting long-term growth in South Australia
Over the next 12 to 24 months, the Wakeful team will progressively integrate into Findex’s systems and processes, establishing a full Accounting, Tax, SMSF and wealth management presence in Adelaide.
By bringing together Wakeful Partners’ local relationships with Findex’s national resources and integrated advice model, Findex is strengthening its platform for long-term client success in South Australia.
As Findex’s Co-Chief Executive Officer, Matt is charged with designing and implementing the group’s strategy and growth ambitions. His longstanding experience as Findex’s Chief Financial Officer sees him bring a rigorous and methodical approach to the Co-CEO role, placing emphasis on quality planning and execution as well as an acute awareness of the marketplace and opportunities available for Findex to pursue.
Matt’s forward-thinking approach has led the growth of the team from 50 to nearly 3000 employees in the past 10 years. He is instrumental in the expansion plans of Findex as it moves into its next stage of growth.
In addition to his role as Co-Chief Executive Officer, Matt is the Chair of the Board of the Findex Community Fund (FCF), which was established in 2018 to give back to the communities in which Findex operates. The mission of FCF is to help those isolated by location or circumstance, by providing funding and assistance with health, education and entrepreneurship initiatives.
Outside of work, Matt is a qualified ‘Black Belt’ in Six Sigma and enjoys rugby and cricket. He and his family are also keen travellers who are always looking forward to their next adventure.