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Accreditations

 
 
 
 
 

ifa Dealer Group of the Year 2014

The Findex Group was recognised as the inaugural Dealer Group of the Year; the group that has most effectively driven business growth during 2013. The ifa Excellence Awards are an industry first and are the only industry awards dedicated exclusively to boutique financial advisers. Based on business growth metrics as well as support and servicing, the award considers the activities, strategies and actions of the Group.

 


 


BRW Top 50 2014

The Findex Group was awarded a listing in the Australian Financial Review’s Top 50 most innovative companies list. Published in the online BRW magazine, the Group was ranked 12th overall, and most impressively, 2nd in the Financial Services sector. The company’s ranking was determined by a combination of client facing innovation and cultural innovation.

 

 

 

Australian Growth Company 2014

The Australian Growth Company awards recognise companies that demonstrate high rates of growth, as well as innovation, integrity, contribution to community and sustainable growth. Findex Group was nominated as a finalist for the company award, and Spiro Paule was a finalist in the Growth CEO category.

 

 

 

 

ISO 9001:2008

CIVIC Financial Planning's process has been consistently certified with the highest internationally recognised quality standard, ISO 9001:2008. Though this certification may be more common in the industrial sector, it is virtually non-existent in professional services. The obvious reasons for its rarity in professional services is simply that people delivered processes rarely achieve industrial quality reliability. As testament to its unique success in building industrial strength professional services, CIVIC and the Financial Index Wealth Accountants are the only financial services operators with any scale to carry this certification.

 

 

Licensee Select Award 2012

Financial Index was awarded the mantle of the most efficient operator amongst all the key salaried adviser businesses in the Australian market (Industry Benchmarking Survey 2012).

In conjunction with this we also received Victorian and National Practice of the Year 2012 by Licensee Select (a subsidiary of BT/Westpac) for our exceptional level of service, commitment to continual development and above all striving to deliver the very best advice to our clients.