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Delayed
Other stock markets
|
5-day change | 1st Jan Change | ||
| 4.790 AUD | -0.21% |
|
-.--% | +5.04% |
| 04-28 | CC Capital Management, LLC completed the acquisition of Insignia Financial Ltd.. | CI |
| 04-19 | Insignia Financial Ltd.(ASX:IFL) dropped from FTSE All-World Index | CI |
Business description: Insignia Financial
Sales by Activity: Insignia Financial
| Fiscal Period: June | 2021 (AUD) | 2022 (AUD) | 2023 (AUD) | 2024 (AUD) | 2025 (AUD) |
|---|---|---|---|---|---|
Master Trust | - | - | - | - | 816M |
Wrap | - | - | - | - | 306M |
Asset Management | - | 334M | 236M | 223M | 296M |
Platforms | - | 1.23B | 1.14B | 1.16B | - |
MLC Wealth | 80.7M | - | - | - | - |
Ex-ANZ Pensions and Investments | 330M | - | - | - | - |
Portfolio and estate administration | 231M | - | - | - | - |
Investment Management | 102M | - | - | - | - |
Advice | - | 634M | 562M | 528M | 162M |
Ex-ANZ Wealth Management Advice Licensees | 203M | - | - | - | - |
Financial Advice | 332M | - | - | - | - |
Corporate | 4.4M | 1.4M | 7.1M | 22.6M | 2.5M |
Inter-Segment Revenue | -12.3M | -58.7M | -46.2M | -47.7M | - |
Geographical breakdown of sales: Insignia Financial
| Fiscal Period: June | 2021 (AUD) | 2022 (AUD) | 2023 (AUD) | 2024 (AUD) | 2025 (AUD) |
|---|---|---|---|---|---|
Australia | 1.33B | 2.15B | 1.95B | 1.94B | 1.58B |
Executive Committee: Insignia Financial
| Manager | Title | Age | Since |
|---|---|---|---|
Scott Hartley
CEO | Chief Executive Officer | - | 2024-02-29 |
David Chalmers
DFI | Director of Finance/CFO | - | 2020-02-28 |
Damien O'Donnell
CTO | Chief Tech/Sci/R&D Officer | - | 2025-01-05 |
Jason Sommer
COO | Chief Operating Officer | - | 2024-07-21 |
Andrew Ehlich
IRC | Investor Relations Contact | - | 2021-10-31 |
Composition of the Board of Directors: Insignia Financial
| Director | Title | Age | Since |
|---|---|---|---|
Allan Griffiths
CHM | Chairman | - | 2018-12-09 |
John Selak
BRD | Director/Board Member | - | 2016-10-13 |
Robert Bloore
BRD | Director/Board Member | - | 2019-09-01 |
| Director/Board Member | - | 2019-09-30 | |
Scott Hartley
BRD | Director/Board Member | - | 2024-02-29 |
Gai McGrath
BRD | Director/Board Member | - | 2024-03-03 |
Jodie Hampshire
BRD | Director/Board Member | - | 2024-04-30 |
Holdings: Insignia Financial
| Name | Stocks | % | Valuation |
|---|---|---|---|
| 8,811,192 | 1.08% | 38 M $ | |
| 57,653,263 | 5.14% | 38 M $ | |
| 110,683,054 | 4.05% | 1 M $ | |
| 6,417,799 | 5% | 426 848 $ | |
EQUUS ENERGY LIMITED 0.78% | 1,590,000 | 0.78% | 358 004 $ |
COMET RIDGE LIMITED 0.22% | 3,350,000 | 0.22% | 213 529 $ |
Company details: Insignia Financial
Insignia Financial Ltd.
800 Bourke Street
3008, Docklands
+61 3 8614 4400
http://www.insigniafinancial.com.au
Group companies: Insignia Financial
| Name | Category and Sector |
|---|---|
Onepath Custodians Pty Ltd. | |
OnePath Funds Management Ltd.
 OnePath Funds Management Ltd. Investment ManagersFinance OnePath Funds Management’s Trusts offers a choice of unit trusts investing locally and globally across sectors and diversified options. |
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