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Findex recruits experienced C-suite professional as CFO 

Appointments

The financial services veteran has over 30 years of experience in the finance industry.

By Josh Needs 10 minute read

Privately-owned financial advisory and accounting firm Findex has appointed financial services authority Lianne Bolton as its replacement CFO.  

The firm said Ms Bolton brought with her over 30 years of experience in the financial services industry and had previously worked in executive roles in organisations across Australia, the UK and South Africa. 

Findex’s co-CEO Matthew Games said her expertise would help the firm advance its services and capabilities. 

“Lianne is a seasoned and strategic financial services executive who has navigated organisations through significant periods of growth with consistent positive results,” said Mr Games. 

“She aligns with Findex’s short and long-term strategic plans and is a welcomed asset to help us drive these outcomes.” 

“Alongside the changes to the senior leadership team and Lianne coming on board, Findex is primed and in the position to take the lion’s share of the wealth sector with our best-in-class advice model that puts clients’ interests front and centre.” 

Before joining Findex Ms Bolton held CFO and interim CEO roles at Investec Bank, Bank of Queensland, Maia Financial and Credabl.

She also had experience in mergers and acquisition, capital raising, balance sheet and risk management, as well as driving growth in sales, capital planning and executing data-driven product and service development strategies.  

The firm said a key focus for its new CFO would be to advocate for growth in regional Australia during a transformational period of the industry, as Findex strived to triple the size of its wealth practice from $17 billion to more than $50 billion. 

Ms Bolton said she would aim to embrace and improve the culture at Findex while pushing the boundaries of what it means to be a CFO. 

“In my role at Findex, I want to challenge what people typically expect out of a chief financial officer,” she said. 

“I don’t want to be the finance person that just sits in her office looking over spreadsheets - it’s more than that. I hope to build relationships across the business and with our stakeholders, showcasing how my team and I can contribute with meaningful insights and provide crucial wider market context.” 

“Mentorship is truly a passion of mine and is at the core of what I do, I would not be in the position I am in today without guidance from leaders who took the time to invest in my growth. I look forward to being a visible and empowering leader to my team and the business. 

The appointment of Ms Bolton comes as Findex makes a significant change to its executive team, with co-founder Spiro Paule stepping down as CEO and former COO Tony Roussos and former CFO Matthew Games sharing the chief executive role. 

 

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Josh Needs

Josh Needs

AUTHOR

Josh Needs is a journalist at Accountants Daily and SMSF Adviser, which are the leading sources of news, strategy, and educational content for professionals in the accounting and SMSF sectors.

Josh studied journalism at the University of NSW and previously wrote news, feature articles and video reviews for Unsealed 4x4, a specialist offroad motoring website. Since joining the Momentum Media Team in 2022, Josh has written for Accountants Daily and SMSF Adviser.

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