In his role as Executive Managing Partner – Specialist Services at Findex, Owen is charged with driving collaboration within the group’s industry-leading Family Office model. Specialist Services encompasses Audit, Tax Advisory, Corporate Finance, Performance Consulting, Lending and Finance, General Insurance, Risk Insurance and Corporate Benefits. Cumulatively, these services lines represent 25% of the group’s revenue. Beginning his financial services journey in 2008, Owen joined Credit Suisse and then KKR in its private equity investment team. In his six years at KKR, Owen focused on a range of investments in both Australia and New Zealand, one of which included Findex.
Owen joined Findex in 2015, serving as its Head of Strategic Projects, focussing on operational improvements and business growth initiatives, group wide. Among many successes, notably was the introduction and management of the Family Office model and an employee equity offering, both transformative to the business’ operations. Owen holds a Bachelor of Commerce (Accounting and Finance) from University of New South Wales, completing this with first class honours and the University Medal in Finance. Outside Findex, his passions include most endurance sports, particularly running.