FT0 © Findex Group Limited 2022. All rights reserved. Disclaimer Services are provided by Findex Group Limited ABN 40 128 588 714 and its subsidiaries, including Findex (Aust) Pty Ltd ABN 84 006 466 351. Crowe Global is a leading international network of separate and independent accounting and consulting firms that are licensed to use “Crowe” in connection with the provision of professional services to their clients. Crowe Global itself is a non-practicing entity and does not provide professional services to clients. Services are provided by the member firms. Crowe Global and its member firms are not agents of, and do not obligate, one another and are not liable for one another’s acts or omissions. © 2022 Crowe Global Findex (Aust) Pty Ltd, trading as Crowe Australasia is a member of Crowe Global, a Swiss verein. Each member firm of Crowe Global is a separate and independent legal entity. Findex (Aust) Pty Ltd and its affiliates are not responsible or liable for any acts or omissions of Crowe Global or any other member of Crowe Global. Crowe Global does not render any professional services and does not have an ownership or partnership interest in Findex (Aust) Pty Ltd. © 2022 Findex Group Limited. All rights reserved. 22 March 2022 2 Through the Findex and Crowe Australasia brands, the Findex Group provides global reach on a personal scale. With local teams embedded in over 100 office locations throughout regional, rural and metropolitan Australia and New Zealand, our advisers combine local knowledge and deep community connections with the global resources of Crowe Global, one of the top ten largest networks of accounting firms in the world. 3 As one of the largest, privately-owned providers of integrated financial advisory and accounting services in Australia and New Zealand, we believe in helping you prepare for the challenges of tomorrow, whilst also solving the problems of today. Leveraging our strengths in people and technology, as well as our lens across regional and metropolitan Australia and New Zealand, we work with our clients using smart solutions, a one best way approach and an integrated delivery method via our Family Office model. With a strong and proud heritage, the Findex Group understands what it takes to build a business. We know the hard work it takes to create a legacy. We’re with our clients every step of the way, helping them fulfil their dreams and helping them create tomorrow. 4 Findex Group You have applied to start a career with us at Findex. It is an exciting time, and we are really pleased that you are considering joining us on our journey. As fierce advocates for our clients’ success, Findex empower its clients with the tools to write their story the way they want it to be. We’re really excited about your application and want to give you the best chance at succeeding. We hope this handy pack gives you an insight into who we are and how we can help write ‘Your Story’, shaping your career journey and helping our clients along the way. 5 Findex is one of the largest, privately-owned providers of integrated financial advisory and accounting services in Australia and New Zealand, and has been providing advice to individuals, SMEs and larger corporate clients since 1987. of equity has been issued to staff agribusiness clients, supported through our strong regional presence Staff shareholders including over 94% of our Partner/Principal group Offices geographically dispersed across Australia & New Zealand clients across Australia & New Zealand Staff across Australia and New Zealand in funds under advice 6 FT2 A business idea is born Two brothers partner up to start ‘Financial Index’, which is later renamed ‘Findex’. Merger & acquisition strategy begins The wealth accountant emerges Findex adopts the strategy of bringing together the disciplines of wealth management, accountancy and structures for Tax and Asset protection FT1 services. Centric Wealth acquisition Crowe Horwath acquisition Makes the consolidated group Australia’s largest privately owned financial services company. Makes Findex Australasia’s leading provider of integrated financial advisory and accounting services. FT0 Findex launches Family Office A financial solution for business and individuals. We amalgamate our suite of brands under Findex and Crowe 7 Passionately informed Bold and fearless Honest and grounded Curious and connected We use our voice to make a positive impact, enriching the people, businesses and communities we touch. And with our lens across regional and metropolitan communities in Australia and New Zealand, we have something unique to say. We challenge how things are done, so we can do them better. The best way to predict the future is to create it, and we’re at the reins, powering what’s next. Challenging the status quo, we build solutions that are intelligent and intuitive. We solve problems that need solving. We create tomorrows where there used to be todays. We’ll be there when you need us and say it how it is. We’re open and honest. We’re loyal. We’re citizens in your community. We’re members of your sporting club. We’ll tell you what you need to hear. We’ll talk to you in a language you can relate to. We want you to succeed. We foster a culture of curiosity, to create new connections between people and ideas. There is power in community, and there is strength in numbers. We build solutions and solve problems that enrich your future. We strive to make a meaningful impact so you are better for having known us. 8 Vision To have a meaningful and lasting impact on our people and our clients, so that the communities in which we live and work are better for having known us Vision The number one provider of support and trusted advice Mission Mission To help our clients and the people we work with thrive. Our strategy To add value through innovative, relevant solutions Our strategy Audit 'Success Equation' Our ‘Success Equation’. 9 Preparation is key! Know yourself and the role: Dress code: Before your interview think about what key skills and attributes you have that would be suited to the role you are being interviewed for. Read over the position description and align your skills, attributes and capabilities to the requirements of the role. This will help you to articulate your suitability for the role in a concise and confident way. The general rule for interviews is to overdress rather than underdress. Know your audience and who you are meeting with. If you have any doubts don’t hesitate to contact your recruiter. Keep your answers specific and on track: Ensure you come to the interview prepared. It’s to your advantage to carefully research Findex, the job, and the business unit. First impressions really do count. And one of the biggest first impressions you can make is arriving on time. Ensure you have all the necessary details of your interview and give yourself plenty of time to arrive at your destination. It’s better to get there a bit early and take the pressure off that comes from running late. 10 Have some good questions up your sleeve: Be positive: An interview is not only about us finding out more about you but an opportunity for you to find out more about the role and what it’s like to work here. By asking informed questions it gives you the ability to demonstrate your interest in the role and that you’ve done your research too. Try to steer clear of dwelling on past negative experiences at work. Instead, if you’ve faced challenges in the past, focus on the lessons learned from your experiences and how that will help you in the future. Be proactive: Practice makes perfect: Find out more about your interviewers if you can. Locate them on LinkedIn and connect with them. This demonstrates that you are really interested in the team and the role. This maxim could not be truer with job interviews. But remember, an interview is not about memorizing information and going in “rehearsed”. Practicing can help to settle the nerves. 11 FT3 Our People & Culture Your development Your career Your benefits & rewards • Absolute Flexibility on how and where work gets done • Accessible Senior Leadership • Local Social Clubs • End of Financial Year Events • End of Year Events • Dress for your Day • Cultural Champions • Peer Reviews • Team Reviews FT0 • Gender Balance • Findex Academy • Learning and Development Programs, Including Leadership • Technical Training • Conferences – Emerging Leaders & Partners • Professional Development Support • CA / CPA Programs • Support for Undergraduate Studies • Findex Competency Framework – Core & Technical • Women in Business • Buddy Program • Supported Induction • Quarterly Exchange Meetings • International and Local Career Opportunities • Secondment and Transfer Opportunities • Advancement and Lateral Opportunities • Formal Career and Development Planning Framework • Mentor Relationships • Career Development Pathways • Client-Centric Culture • Comprehensive Service Offering to our Clients • Collaboration with Colleagues on Client Work • Investment in Technology and Contemporary Work Practices • Early Talent Investment • Development Xchange • Findex Backpack enabling you to work where you need • Paid Parental Leave (AUS) • Parental Leave Bonus (NZ) • Employee Assistance Program • Discounted Internal Professional Services • Flexible Work Options • Employee Referral Schemes • Paid Study Leave and Study Support • Discounted Health Insurance (AUS) • Paid Professional Memberships • Salary Packaging with SmartSalary • Key Behaviour Awards • Service Milestone Awards • Corporate Partnerships on Car Purchases (AUS) • Findex Staff Superannuation Fund (AUS) • Health Insurance (NZ) • Specsavers Discount • Travel Club (AUS) • Community Service & Defence Force Leave • Equity Ownership Offering • Client Referral Bonus Scheme • Professional Services Benefit $500 It more than ‘pays’ FT2 to work at Findex The Findex business • International Brand & Network FT1 • Embedded in Local Communities • Regional Employment Opportunities / Footprint • Leading SME Advisory Business • Key Behaviours • At the Forefront / One Best Way • Findex Community Fund • Family Office 12 For more info about us or other opportunities please follow the below links: Findex homepage (Australia): https://www.findex.com.au/home/default Findex careers page (Australia): https://www.findex.com.au/careers Findex homepage (New Zealand): https://www.findex.co.nz/home/default Findex careers page (New Zealand): https://www.findex.co.nz/careers Crowe Australasia homepage: https://www.crowe.com/au 13 © Findex Group Limited 2022. All rights reserved.
