CENTREPOINT ALLIANCE

FY17 INVESTOR PRESENTATION

24 AUGUST 2017

Full Year 2017 Results Centrepoint Alliance Limited ASX:CAF‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌‌

24 August 2017

1

FY17

HIGHLIGHTS

$5.3m EBITDA from continuing operations up 33%.$6.5m NPAT

up 51%

98 new advice firms recruited over last 2 years representing over 200 advisers

$3.7bn in Funds under Management and Administration up 19%

$1.1bn in gross inflows up 24%

Revenues up 11% and cost to income ratio improved 5%

$18.0m in fully franked dividends paid or announced

Entered Accountant wealth market through strategic investment in RFE Pty Ltd

Entered Life insurance market through strategic investment in Australian Life Development Pty Ltd

Strong engagement with adviser net promoter score of +30 and staff engagement of 81%

Premium Funding

sold for $21.4m

Strategic

VISION

we

believe all Australians deserve to

feel financially secure and have a positive wellbeing

To be the most trusted and respected wealth management organisation in Australia and in doing so, aspire to create leading business lines in:

Wealth Advice

Funds Management Life Insurance

Attractive markets

  • Demographic and regulatory driven growth

  • Benefiting from adviser and client distrust of institutions

Client and Adviser driven

  • Focus on each clients' needs, financial security and wellbeing

  • Supporting advisers is at the core of everything we do

  • Sustainable. meets regulator and community expectations

  • Create an experience which generates strong advocacy

    IP competitive advantage

  • Use digital tools to lower costs, improve compliance and client experience

  • Maintain open architecture systems and flexible curious culture enabling access to leading services and expertise

    Scale advantage

  • Maintain and use scale to benefit (i.e. price, expertise, financial strength) our clients, advisers and shareholders

  • Use corporate expertise to deliver consistent reliable services

Centrepoint's

SCALE ADVANTAGE 1 in 5

Australian AFSL advice licensees

1 in 3

non-institutional

advisers

$25bn

in funds under advice amongst

advisers

1 in 13

financial advisers

50,000

prospective accounting clients in RFE's 1st year

$3.7bn

in FUMA

Largest distributorof life insurance in life insurance market

FY17 Investor Presentation, 24 August 2017 Management estimate referenced to ASIC register 4

Centrepoint Alliance Limited published this content on 24 August 2017 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 24 August 2017 07:12:06 UTC.

Original documenthttps://www.centrepointalliance.com.au/assets/Uploads/General/2017.08.24-Investor-Presentation.pdf

Public permalinkhttp://www.publicnow.com/view/8AB000F7D37D9A7F5478EC14DD32D6C1F6F6DBED