Findex

Overview

Findex is a leading integrated financial services provider in Australasia, specializing in accounting, advisory, and wealth management. Headquartered in Melbourne, Australia, the company employs over 2,500 staff across more than 100 offices in Australia and New Zealand. Founded in 1987, it has expanded through strategic acquisitions, enhancing its service offerings and global reach.

The firm provides a wide range of financial solutions, including accounting and audit services, financial advisory and planning, tax advisory, business advisory, finance and lending, and investment advice. Findex emphasizes a personalized approach, focusing on building relationships and delivering tailored solutions for individuals, high-net-worth clients, small businesses, and corporates. With a commitment to high-quality services and local expertise, it aims to make a meaningful impact in the financial sector.

Basic Information

Contact Details

• Phone: +61 1800 931 678
• Website: findex.com.au
• LinkedIn: linkedin.com/company/findex

Key Focus Areas & Initiatives

• Wealth management
• Accounting
• Lending
• General insurance
• Risk protection
• Tax advice
• Audit
• Small business
• Agribusiness
• Advisory
• Investment
• Regional Australia
• Education
• Construction
• Healthcare
• Succession planning
• Tax advisory
• Client advisory
• Tax planning
• Compliance services
• Estate planning
• Small to medium enterprise support
• Financial advisory tools
• Tailored financial strategies
• Financial planning
• Capital raising
• Financial solutions
• Retirement planning
• Risk assessment
• Corporate transaction advisory
• Large corporate transactions
• Consulting
• Wealth and asset management
• Multidisciplinary approach
• Audit services
• Comprehensive financial planning
• Industry-specific consulting
• Wealth planning
• B2B
• B2C
• Investment management
• Financial data security
• Regulatory compliance
• Client-centric services
• Professional services
• Risk management
• Corporate finance
• Strategic planning
• Client relationship management
• Business growth
• Tax compliance and planning
• Financial data analysis
• Mergers and acquisitions
• Business performance improvement
• Holistic financial advice
• Business performance analytics
• Financial technology integration
• Business advisory
• Financial consulting
• Portfolio management
• Cash flow management
• Investment advisory
• Financial reporting
• Lending solutions
• Regulatory reporting
• Market insights
• Personal finance
• Industry benchmarking
• Financial transactions
• Holistic financial solutions
• Personal wealth planning
• SME services
• Digital financial services
• Financial analytics
• Tax consulting
• Business valuation
• Auditing services
• Budgeting solutions
• Forensic accounting
• Financial analysis
• Strategic consulting
• Cost management
• International tax
• Franchise accounting
• Real estate consulting
• Financial software solutions
• Cash management
• Financial modeling
• Startup advisory
• Business strategy
• Performance metrics
• Financial due diligence
• Operations consulting
• Insurance brokerage
• Transaction advisory
• Credit analysis
• Financial literacy
• Fiduciary responsibility
• Liquidity management
• Tax preparation
• Financial forecasting
• Investment strategy

Technologies Used

• AI
• Atlassian Confluence
• Azure Active Directory
• Bing Ads
• CloudFlare Hosting
• Cloudflare DNS
• DoubleClick
• DoubleClick Conversion
• ExactTarget
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Jira
• Linkedin Marketing Solutions
• Mapbox
• Microsoft Office 365
• Mobile Friendly
• Myob
• Outlook
• QuickBooks
• React Redux
• Remote
• Reviews
• Sendgrid
• Sigma
• Stripe
• Typekit
• Vimeo
• VueJS
• Yardi

Affiliated Organizations & Regional Branches

• Centric
• FiveP