Yogen Lal’s Email & Phone Number
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Yogen Lal serves as a Partner at Findex, a Sydney-headquartered financial services organization that manages over $28 billion in funds under administration. He guides clients through the firm’s integrated Family Office model to access consolidated wealth management and accounting support. Lal completed his professional coursework at Kaplan Professional Education.
BEST APPROACH TO REACH Yogen Lal
Reach out via personal email with a concise introduction highlighting relevant wealth management partnerships or executive talent opportunities, explicitly connecting your value proposition to Findex’s long-term family office expansion goals.
Partner at Findex in July 2025 - Present
Associate Partner at Findex in August 2022 - July 2025
Senior Financial Adviser at IOOF Holdings Ltd in July 2021 - August 2022
Senior Financial Adviser at Viridian Advisory in July 2019 - June 2021
Senior Financial Adviser at BT Financial Group in April 2016 - June 2019
Advanced Financial Planner at BT in February 2013 - March 2016
Financial Adviser/Client Manager at Anne Street Partners in September 2010 - January 2013
Kaplan Professional Education, Advanced Diploma of Financial Planning
Kaplan Professional Education, Diploma of Financial Planning
UTS College, Diploma of Business and Commerce
We’re here to help you build financial security and grow your wealth with confidence. With over 250,000 clients, $28 billion in funds under administration, and more than 30 years of experience, we offer a trusted, one-stop shop for all your financial needs—from wealth management and accounting to personalised advice. Our Family Office model means you have a single, dedicated contact who understands your goals and can pull in expertise from across our network to support you every step of the way. For our team members, Findex is more than just a place to work—it’s a supportive community where careers thrive. We value flexibility, collaboration, growth, and innovation, making Findex an ideal choice for those wanting to make a difference in financial services. Follow us on LinkedIn to connect with our team, find new opportunities, and stay up-to-date with trusted financial insights.
Discover more about Findex
Managing Partner - Consulting
Managing Partner - Consulting at Findex
(June 2022 – Present)
Senior Partner at Findex
Senior Partner - Business Advisory at Crowe Horwath Australia
(October 1998 – Present)
Partner Wealth Management at Findex Australia
Partner at Findex
(July 2025 – Present)
Partner | Senior Adviser at Findex
Partner | Senior Adviser at Findex
(February 2019 – Present)
I help people to achieve their business and personal goals. Senior Partner at Findex. Stakeholder Lead for the Brisbane and Nambour offices
Member - Audit and Risk Committee, University of Southern Queensland at University of Southern Queensland
(April 2017 – Present)
Transformation Business Partner at Findex
Transformation Business Partner at Findex
(February 2025 – Present)
What is Yogen Lal email address?
Email Yogen Lal at [email protected] and [email protected]. This email is the most updated Yogen Lal's email found in 2026.
What is Yogen Lal phone number?
Yogen Lal phone number is +61413846299.
How to contact Yogen Lal?
To contact Yogen Lal send an email to [email protected] or [email protected]. If you want to call Yogen Lal try calling on +61413846299. (updated on December 08, 2025)
What company does Yogen Lal work for?
Yogen Lal works for Findex.
What is Yogen Lal's role at Findex?
Yogen Lal is Partner
What industry does Yogen Lal work in?
Yogen Lal works in the Financial Services industry.
