X
  • About
  • Advertise
  • Contact
Get the latest news! Subscribe to the ifa bulletin
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
No Results
View All Results
No Results
View All Results
Home News

Findex advisers to receive in-house advice

New staff at the Findex Group will be provided with free financial advice, an idea stemming from the group’s annual Innovation Awards, CEO Spiro Paule has announced.

by Stefanie Garber
November 7, 2014
in News
Reading Time: 1 min read
Share on FacebookShare on Twitter

Mr Paule said the winner of this year’s awards – which recognise innovative ideas from Findex advisers – was Neville Willamson, who suggested new advisers be offered a free advice service.

“This idea not only encourages our team to plan their own financial future but also helps ensure staff members have a focus on the clients’ experience and expectations,” Mr Paule said.

X

“As the winner, Neville Williamson will have his idea implemented and will be part of the process from start to finish.”

In addition, Mr Paule announced that all ideas put forward by shortlisted finalists would be put into practice at Findex.

These include a system for enhanced client communication, an improved task prioritisation system and an improved staff HR profiling tool, Mr Paule explained.

According to a statement from Findex, the submissions were devised during ‘Innovation Hour challenge’ at the Findex Group Conference, where staff worked independently or in groups to brainstorm solutions for the business.

Mr Paule suggested the project helps drive change and gives employees a forum to express new ideas.

“This year’s annual conference was held at a time when the Findex Group was recognised for our core philosophy of being innovators within the industry,” he said.

Related Posts

Image: Viola Private Wealth

‘Super excited’: Why Charlie Viola has high hopes for 2026

by Keith Ford
December 30, 2025
0

Wrapping up the last year and looking ahead to 2026, Viola was full of optimism for the direction of both...

The year ahead needs to see ‘sensible reform’

by Keith Ford
December 30, 2025
0

The Compensation Scheme of Last Resort getting more wide-ranging focus was a key development for advice last year, while both...

Best songs about wealth management

by Alex Driscoll
December 30, 2025
0

Music about money is abundant, however music that specifically deals with issues financial advisers deal with daily are few and far...

Comments 1

  1. Grahame Evans says:
    11 years ago

    Wow that’s innovative! Come on Spiro . you can do better than that. hahaha

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

VIEW ALL
Promoted Content

Innovation through strategy-led guidance: Q&A with Sheshan Wickramage

What does innovation in the advice profession mean to you?  The advice profession is going through significant change and challenge, and naturally...

by Alex Driscoll
December 23, 2025
Promoted Content

Seasonal changes seem more volatile

We move through economic cycles much like we do the seasons. Like preparing for changes in temperature by carrying an...

by VanEck
December 10, 2025
Promoted Content

Mortgage-backed securities offering the home advantage

Domestic credit spreads have tightened markedly since US Liberation Day on 2 April, buoyed by US trade deal announcements between...

by VanEck
December 3, 2025
Promoted Content

Private Credit in Transition: Governance, Growth, and the Road Ahead

Private credit is reshaping commercial real estate finance. Success now depends on collaboration, discipline, and strong governance across the market.

by Zagga
October 29, 2025

Join our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

Poll

This poll has closed

Do you have clients that would be impacted by the proposed Division 296 $3 million super tax?
Vote
www.ifa.com.au is a digital platform that offers daily online news, analysis, reports, and business strategy content that is specifically designed to address the issues and industry developments that are most relevant to the evolving financial planning industry in Australia. The platform is dedicated to serving advisers and is created with their needs and interests as the primary focus.

Subscribe to our newsletter

View our privacy policy, collection notice and terms and conditions to understand how we use your personal information.

About IFA

  • About
  • Advertise
  • Contact
  • Terms & Conditions
  • Privacy Collection Notice
  • Privacy Policy

Popular Topics

  • News
  • Risk
  • Opinion
  • Podcast
  • Promoted Content
  • Video
  • Profiles
  • Events

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited

No Results
View All Results
NEWSLETTER
  • News
  • Opinion
  • Podcast
  • Risk
  • Events
  • Video
  • Promoted Content
  • Webcasts
  • About
  • Advertise
  • Contact Us

© 2026 All Rights Reserved. All content published on this site is the property of Prime Creative Media. Unauthorised reproduction is prohibited