Financial services veteran Lianne Bolton appointed Findex CFO

28 February 2023 Consultancy.com.au 2 min. read
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Banking and financial services industry veteran Lianne Bolton has been appointed as the new chief financial officer of Findex, as the professional services network aims to triple its wealth business.

Lianne Bolton brings more than three decades worth of experience in the local and international banking and financial services industry to the Australian professional services network, and has been tasked with driving regional growth in Findex’s ambitious bid to triple the size of its wealth business.

She steps into the shoes of former CFO Matthew Games, who was last year appointed as co-CEO.

Financial services veteran Lianne Bolton appointed Findex CFO

A bachelor of commerce degree-holder from the University of South Africa, Bolton kick-started her career with a lengthy stint at South African financial institution Investic Bank, where she ultimately served as head of CFO. She has more recently held chief financial roles at Bank of Queensland, Maia Financial, and Credabl, where she crosses from after the past eighteen months. Bolton will continue to be based out of Sydney.

“Lianne is a seasoned and strategic financial services executive who has navigated organisations through significant periods of growth with consistent positive results,” said Games. “She aligns with Findex’s short and long-term strategic plans and is a welcomed asset to help us drive our plans forward.”

After previously serving in the CFO role, Games was last year appointed alongside former COO Tony Roussos as Findex co-CEOs, when co-founder Spiro Paule stepped back after more than three decades leading the company. At the time, Paule stated that Findex was aiming to triple its funds under administration from $17 billion to $50 billion over the coming five years. Bolton has now been given responsibility to help drive that goal.

In addition to her extensive leadership expertise, Bolton has over the course of her career amassed experience in mergers and acquisitions, capital planning and raising, securitisation, and risk management, as well as a track record in delivering data-driven product and service development strategies. She states however that relationship building and staff mentorship will be among her key areas of focus at Findex.

“I want to challenge what people typically expect out of a chief financial officer,” Bolton said of her new role. “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. I look forward to being a visible and empowering leader to my team and the business.”