CIVIC Financial Planning, part of Findex, one of Australia’s leading accountancy and financial advisory firms, has launched Family Office, an entirely new financial offering that gives individuals and businesses a single point of contact to build and maintain their wealth.
Recently appointed Head of Investment Research, Dr Stefano Cavaglia has expressed his eagerness to begin working as a key member of the Findex Group. Sharing the same inherent values towards 'best of breed' services and compliant practices, Dr Cavaglia talks through his vision for the Group in an insightful yet personal Q&A with Industry Moves.
The Findex Group has announced the appointment of Dr Stefano Cavaglia as its head of investment research. Dr Cavaglia is an internationally recognized investment manager with over 20 years’ experience across Australia, North America, and Europe.
On 6th January 2015, Crowe Horwath Australasia was formally privatised and inducted into the Findex Group. Following this announcement, Findex Chief Executive Officer Spiro Paule has revealed the strategic direction the Group is planning to take in order to effectively integrate the people, process and culture of Crowe Horwath, and build upon the Findex Group’s ‘family office’ philosophy.
The Findex Group’s offer to purchase Crowe Horwath Australia has been accepted by Crowe Horwath shareholders. As such, Findex will be formally taking over the business as of January 6, 2015.
The Federal Government’s new legislation is just around the corner so it is important that retirees “have a check-up” with their adviser to make sure they have ticked all the boxes so that they don’t lose out.