Wealth

The Wealth Management Division strives to create an enduring legacy by giving our people, clients and communities the opportunities they desire.  We do that by building effective and sustainable market leading platforms to deliver great advice.  

We use our geographical footprint, scale and technology to attract new clients and provide greater value to our existing clients.  Our client base include professionals, agriculturists, retirees and clients which are building their wealth portfolios. 

Experiences and client work: 

• Gain experience in the complete process of onboarding a new client through to the ongoing client maintenance phase which entails the annual review process for all existing clients.
• Learn about the systems underpinning the different processes and learn how the Client Services team contribute to successful client outcomes. 
• Observe firsthand the preparation of financial advice documents, including Statements of Advice, SMSF investment strategies, contracts and investment programs.  
• Attend Client meetings, preparation and follow up before and after the Client meetings and learn about Clients’ financial and wealth building needs and possible suitable strategies. 

You’ll be a great fit if you: 

• Are curious, inquisitive, constantly wanting to learn and expand your knowledge of the Financial and Customer Service Industries. 
• Are driven to make a difference by wanting to understand people’s financial needs and assist them with great advice. 
• Are a team player with great interpersonal skills and high emotional intelligence. 
• Are diligent, resourceful and accountable for excellent internal and external customer service 

Business Advisory

Working in Business Advisory provides you with the opportunity to build strong relationships and interact with people all across the business. Gain experience in areas such as compliance, budgeting, cash flow, payroll services and business growth. 

Experiences and client work:

• Closely support and manage SME, individual and corporate clients at all stages of their lifecycle.
• Day to day accounting requirements, tax compliance, preparation of financial statements. 
• Gain exposure to growth strategies, tax planning and asset protection.

You’ll be a great fit if you:

• Are inquisitive.
• Have a great attention to detail.
• Enjoy helping people achieve their goals.

Audit and Assurance

Our Audit and Assurance division provides strategic advice to a diverse range of organisations on how they can improve their business processes and financial reporting; offering a range of solutions to help clients manage their risk and exposure.

Experiences and client work:

• Develop an ability to provide real industry advice, whilst learning the ‘ins and outs’ of all business types.
• Gain strong technical skills and varied experience across financial statement auditing, risk consulting and compliance.

You’ll be a great fit if you:

• Enjoy meeting clients and the opportunity to work across a range of different business types and industries.
• Are excited by the opportunity to work in a role where no two days are the same. 
• Have strong critical thinking skills, attention to detail and enjoy meeting new people.

Tax Advisory

As a Tax Advisory graduate, you will be part of a team providing strategic advice to organisations ranging from medium-sized private groups to large listed and international corporations, helping them manage their tax positions and increase their bottom line.

Experiences and client work:

• Gain exposure to expertise in GST, Customs and Excise, Resources Taxes and Research & Development.
• Provide research and prepare structured advice.
• Develop skills across a variety of tax issues including legislative changes, cash flow impacts of tax payments and employee tax.

You’ll be a great fit if you:

• Have an inquisitive mind.
• Enjoy investigating and identifying tax principles.
• Are a strong collaborator with good communication skills. 

Superannuation

Findex is one of the largest Self-Managed Super Fund (SMSF) providers in Australia. We help our clients by providing personalised SMSF services and advice to help them navigate complex superannuation and tax laws.

Experiences and client work:

• Build meaningful relationships and interact with a diverse range of clients. 
• Exposure to automation and the use of cloud technology to improve service delivery.
• Process superannuation funds and undertake a range of compliance activities such as tax return and financial statement preparation.

You’ll be a great fit if you:

• Are interested in being part of an evolving industry and working with a market leader.
• Have strong attention to detail and excellent communication skills.
• Value the importance of delivering quality customer service.

Consulting

Our Advisory & Consulting Division delivers strategic advice, innovative solutions and service excellence to large middle market businesses and small to medium enterprises.

Experiences and client work:

• Be a part of a talented, committed, and high performing team.
• Gain exposure to expertise in budgeting, business and succession planning, financial modelling, KPIs and benchmarking analysis.
• Undertake research, prepare reports, and work closely with your team to develop strategies and deliver commercial outcomes to clients.

You’ll be a great fit if you:

• Are an innovative thinker.
• Have in-depth analytical skills.
• Would like to gain experience working with dynamic clients.

Perks & Benefits

Professional Services

Access to in-house wealth advice and financial services, and discounted health insurance to suit your needs.

Study and membership support

Postgraduate, CA/CPA programs, study leave, professional memberships, and more.

Findex Academy

Access a number of structured programs and conferences to help you develop professionally.

Findex Rewards

Enjoy cash-back discounts and retail offers on a range of useful products and services.

Health and Wellbeing

Access to mental health and wellbeing support for you and your family through the Findex Employee Assistance Program.