Building great business

Our exposure to a broad and diverse range of business types and the industries they operate means we’re well versed in the needs of your business through all stages of the financial journey. From startup through to expansion, our advisers understand what’s required to make sure you are getting the very best out of your operations. Afterall, that’s what we strive for everyday within our own business.

Our geographical footprint

With over 110 offices throughout Australia and New Zealand, our vast geographical footprint provides you direct access to over 3,000 expert advisers and professionals. Located in most regional, rural and metropolitan areas, we’re well positioned to assist you in building your wealth and a secure financial future.

Guiding you through your entire financial journey

Crowe Horwath Australasia is an integral part of broader group of financial services brands, namely Findex. Since the inception of Findex in 1987, our vision has been to empower the ambitions of our clients by revolutionising the delivery of a full range of high quality financial services for you and your business. We’re here to guide you through your entire financial journey.

Access to an international network

As part of the Crowe Horwath International network, we provide you the local advice and business solutions in a global environment, ensuring your financial aspirations are fulfilled. Ranked amongst the top 10 global accounting networks, our international affiliation connects you with more than 150 cities in over a 120 countries.

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Spiro Paule

Spiro began his career in the Financial Services industry working as an Adviser with Legal and General UK Financial Services Firm. After graduating with a Bachelor of Jurisprudence from Monash University, Spiro also obtained a Diploma from the Australian Insurance Institute to further compliment his qualifications.

In 1984, Spiro interrupted his advisory career to pursue three years of corporate management experience with Aetna. He performed a number of state and regional management roles, preparing him for what would become a future managing people and businesses.

By 1987, Spiro had decided to resume his advisory career, going into business with brother Terry Paule. With a desire to provide their clients with an ‘˜Index of financial services under the one roof’, the Findex business was born. This vision would, in time, see all financial services procured in the one place to more efficiently help clients achieve their financial and lifestyle goals.

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Tony Roussos

Tony began his financial services journey in the early nineties, joining Findex in a business traineeship role. To further develop his skills and build upon a Bachelor of Science from Monash University, Tony also obtained his Diploma of Financial Planning.

His passion for professional development has seen him take on roles in senior lecturing (for The Securities Institute, FPA), Committee Heads (FPA, Education Task Force) and Chairman (DFP 3 and 7).

As Tony progressed through the Findex business, he went on to complete a Masters in Business Administration (MBA), making him an important asset in the group’s growth by acquisition strategy.

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Matt Games

Matt joined Findex in January 2008 as Chief Financial Officer and is responsible for the financial management of the business. He also heavily involved in Findex’s merger and acquisition practices.

Prior to joining Findex, Matt worked with Macquarie Private Wealth as a specialist project manager, focusing on acquisition and new business opportunities. Preceding that, Matt spent 7 years with ING Australia, initially in its group finance area before moving on to specialise in the financial advisory field as Finance Manager for ING Advice, working with the RetireInvest, Tandem and Millennium 3 financial planning groups.

Matt holds a Bachelor of Commerce degree from Macquarie University in Sydney and is also a Chartered Accountant. He is also a qualified ‘Black Belt’ in Six Sigma, a process improvement and quality management methodology used by many leading companies worldwide.

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Nick Mylonas

Starting his career in Production Planning and Logistics for a national glass supplier, Nick was quick to demonstrate a unique ability for re-engineering processes. He also began designing solutions for production inefficiencies resulting in significant improvements to quality control and turnaround times. This positioned Nick well to join Findex in 1994 as a consultant to map and re-engineer the existing processes and build some efficiencies in the operational model of the organisation.

Nick was integral to the development of the current YGM system, which has enabled Findex to achieve the highest international quality service standard, ISO 9001. Nick attributes much of the YGM system’s success to the vision and commitment that the Findex management team continues to have for innovation and also to the culture of the staff throughout the organisation.

In his capacity as the company CIO, Nick has been instrumental in continuing to develop the cutting edge technology to service the ambitions of the group, which have helped the business to stay at the forefront of innovation and leading-edge technology.

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Michael Wilkins

Beginning his Financial Services career as a Principal of the Associated Planners Group, Michael developed a passion for building enduring client and business relationships. Placing a value on education, Michael holds a Diploma of Financial Planning and has a Masters of Business Administration (MBA).

As one of Findex’s early acquisitions, Michael has been responsible for building a strong and dynamic adviser force for the business.

With over 25 years industry experience, Michael specialises in all aspects of financial planning for individual and business clients and holds an Executive Director role on Findex’s Board.

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Kieran Canavan

Kieran began working in the financial services industry in 1992 as a Financial Adviser for premier clients of The Standard Bank. By 1997 he was heading up special projects within Standard Bank, specifically focused on mortgage securities.

In 1997 Kieran immigrated to Australia after been ‘head- hunted’ by a major international manufacturing, import and redistribution company based in Sweden; Poseidon AB. Kieran was tasked with starting up the new venture in Australia, Kieran took this company from start up through to eventual successful sale in 2002.

In late 2002 Kieran moved back into the Financial Services industry in the field of mortgage origination and setup and managed a boutique mortgage company, this company was acquired by Centric Wealth in late 2003.

Kieran joined Centric Wealth in 2003 in the role of Head of Lending, in 2009 Kieran become Head of Treasury Services and subsequently Head of Products and Services.

Kieran joined the Findex Group Management Team as a result of its 2014 acquisition. Kieran is now Chief Investment Officer for the Findex Group.

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Peter Gardiner

Drawing on 30 years of financial services experience in Europe, Australia and across Asia, Peter is tasked in ensuring Australia’s leading non-bank financial advisory group, Findex continues to create value.

Peter’s unique blend of experience in the Financial Planning, Accounting and Banking sectors affords him an unusually individual skill set and comprehensive insight into the financial industry. This, coupled with a network of Global Business Leaders who share the same common values in this highly competitive market, allow Peter to provide effective and strategic business direction.

It is such strategic and commercial insight, along with the ability to leverage the appropriate relationships, markets and services required to assist private and public companies, their owners and their management teams which are essential aspects of Peter’s role as Global Head of Business Development.

The continuing support and commercial interaction of clients in many cases, over multiple decades, and across several locations across the globe is testimony to Peter’s energy and proven ability to deliver key organisational results.

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Thomas Paule

Thomas has a long-standing history with Findex, having served for almost 10 years. After graduating with a Bachelor of Business, Banking & Finance and a Bachelor of Visual Arts, Print Media, Thomas made the decision to pursue a career in the Financial Services industry.

With a bold vision to transform the traditional delivery of financial service offerings, Thomas believes that the better harnessing of technology can significantly enhance a business’ relationship with the market and prospective clients. As such, Thomas has been behind the creation of the Findex Digital division of the business, and its focus on producing products to improve both organisational efficiency and client experience.

Thomas was also pivotal in leading the development of the MOVO project — the first (and only) comprehensive, fully tailored and compliant Financial Advice delivered entirely online. Importantly, the MOVO project landed Findex a place on the BRW’s Top 50 Most Innovative Companies list at number twelve overall, and second in the Financial Services category.

Today, as Chief Marketing & Digital Officer, Thomas plays an integral role in building and expanding Findex’s Marketing and Digital capabilities, and integrating these functions into all facets of the business’ operations.

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Anthony Venneri

Specialising in taxation and business advisory, Anthony a registered tax agent, provides strategy and business planning for your businesses and uncompromised interpretation of the financial results for each segment. As Executive Managing Partner, he is renowned for having an uncompromising standard of excellence and absolute passion to deliver the best outcomes for his clients.

Anthony has a diverse range of industry expertise. His knowledge is up to date and accurate and he has access to networks that can support business growth to unlimited levels, including international transactions, finance and taxation.

Anthony is more than just a business adviser. He becomes your financial guru per se, someone who is there throughout the decision making process, attending regular meetings to ensure an uninterrupted flow of information. Anthony’s clients respect his systematic and thorough approach to all aspects of their relationship. From business and succession planning to business development and problem solving, Anthony works with his clients at all stages of their planning.

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Mark Whelan

Mark joined Crowe Horwath in 1998, became a partner in 2006 and took on the role of Managing Partner in 2014. Now as Executive Managing Partner for Crowe Horwath’s South region, Mark leads a team of about 430 staff across offices in Melbourne, East and Western Victoria.

As an adviser, he has extensive experience advising SME’s and family owned businesses, high net worth individuals and not-for-profit groups. Mark’s management and leadership has seen him responsible for a number of key national projects.

He works closely with clients on taxation and compliance issues, budgets, cash flow management, structuring, superannuation and succession planning. Mark is always focused on providing quality advice to his clients, from start-ups through to sale of businesses or farms. He carefully addresses his clients’ personal and business needs to ensure they achieve the best possible financial outcomes.

Working closely with specialist experts in the firm, Mark deals in industry sectors including primary production, retail, wholesale, professional services and construction. Mark always uses a positive and dedicated approach to working with his staff and clients. His loyalty and support is greatly appreciated amongst his clients, and is paramount to the local Crowe Horwath offices.

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Terry Lingard

After working for Westpac Bank for 20 years as a Senior Commercial Lending Manager, he gained considerable experience across all areas of Lending and Finance.

On joining the firm in 2002, Terry introduced Lending Broking Services to the National firm and continues to head up this service line throughout Australia and New Zealand.

Terry assumed control of the WHK Western Victoria Financial Services Division in 2008 where he managed Financial Planning, Specialist Risk Insurance, Lending and Finance and Self Managed Superannuation. Two years later, he developed the General Insurance division in Western Victoria, which has now extended to be a National service line experiencing strong growth throughout the Crowe Horwath network. Throughout this period, Terry worked closely with local and National management and sat on the Advisory Boards of Self Managed Superannuation, Financial Planning and Risk Insurance, whilst also continuing to directly managing Lending and General Insurance.

With Terry’s diverse management experience and dedication to his clients, he is now an Executive Managing Partner responsible for the performance of the Southern Region in all services lines encompassing Melbourne, East and Western Victoria. As EMP, Terry provides value add in all facets of sales management, production analysis and risk management, along with technical expertise in Financial Services. Combine this with his love of his AFL football team, the Melbourne Demons, Harness Racing and his family, Terry remains committed to providing the highest level of service and support to his staff and clients.

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Dan Dale

With over 23 years commercial experience in the finance and manufacturing industries, Dan’s commercial acumen, thorough understanding of business dynamics, strategic focus and adaptable style make him a confident leader. As Executive Managing Partner for Crowe Horwath’s North region, Dan provides leadership to a team of 630 Staff in 25 offices across northern New South Wales and Queensland.

Originally from the UK, Dan began his career in manufacturing and moved to a role as Senior Management Accountant of a global pharmaceuticals company. Dan was integral in the merger of three independent organisations to form a $400 million enterprise before he became Finance Director and equity holder in a private manufacturing business playing a vital role in improving profitability and cash flow. Since relocating to Australia in 2006, Dan has led the Northern NSW firm of Crowe Horwath building a strong culture of collaboration and communication through his professional, honest and transparent approach to business.

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Julian Maloney

As a leader in the financial planning division, Julian has an exceptional management and leadership style which is reflected in a young, enthusiastic and talented team, dedicated to achieving results.

Julian has achieved his success through building trust in the relationships he has with his clients. He works in an ethical manner and takes into account their individual needs and objectives to make sure he delivers real value. As Executive Managing Partner, this ethos is instilled within his team to ensure all clientele receive the same unrivalled service.

Julian’s diverse background and experience within various accounting sectors provide him with the knowledge and expertise to deliver exceptional benefits to his clients with an ultimate drive to achieving successful outcomes.

Julian is actively involved in the community, sitting on various community and sporting boards. He is a keen sportsperson, and an asset to the Crowe Horwath team.

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Phil Mulvey

After graduating as an accountant and attaining a Bachelor of Commerce from Otago University, Phil began his accountancy career in Dunedin, New Zealand. He then moved to London working for a major accounting firm for a few years, returning to New Zealand in 1987.

Phil’s experience includes both business advice and governance, particularly as a board member and adviser to a wide range of public companies and Local Authorities. He is an accredited member of the Institute of Directors of New Zealand and holds a Public Practice Certificate CAANZ.

Today, Phil is New Zealand’s Executive Managing Partner (EMP).

As EMP, Phil is responsible for shaping and delivering the strategic direction of the Region which spans multiple geographic locations across New Zealand. He does this through:

  • Leadership of the Managing Partners in the growth strategy for the business.
  • Providing leadership to staff in order to achieve the established business and operational goals.
  • Supporting succession and development of those on the Advisor Pathway.

Phil places high importance on building and maintaining strong relationships with his managers, teams and clients.

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Chris Kenny

As the Executive Managing Partner for the Central region General Families team, Chris has the overall responsibility of ensuring the General Family Office members are focused on driving and delivering exceptional client outcomes.

Chris is focussed on clients needs and provides support and advice in relation to understanding the key drivers of business issues and planning. He brings a wealth of knowledge to his role and his experience ensures he provides guidance and support to his team to make sure they are providing expert and practical advice.

He participates in the broader Crowe Horwath leadership community and has a number of community connections with various involvements across the school community and sporting groups.

Chris’ background includes a long involvement in the region, servicing a cross section of Small and Medium Enterprise’ (SME) clients and high wealth individuals.

His clients are across a range of industries including medical Practices & Specialists, Manufacturing, Day Surgeries & Pharmacies, Primary Producers and Not-For-Profits.
Chris is also experienced in providing virtual Chief Financial Officer solutions for clients in transition, and supported outsourced administration.

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