Insignia Financial Ltd - Company Profile
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Insignia Financial Ltd (Insignia Financial), formerly IOOF Holdings Ltd (IOOF) is a provider of financial advisory service, investment management, superannuation, retirement planning, and trustee services. The company’s offerings comprise general, single issue and comprehensive advices on investments, insurance and financial planning. Its investment solutions consist of multi manager funds, single asset investments, diversified funds, term deposits, short term money market funds, wealth building funds, and listed securities. Insignia Financial provides superannuation and retirement solutions in the form of personal, employer and insurance solutions. In addition, the company offers trustee services that comprise of wills and estate planning, philanthropic services, custody services, debt funding, and estate administration. Insignia Financial provides its services across Australia under Bridges, IOOF Alliances, RIadvice, Australian Executor Trustees, Consultum, and Shadforth brands. Insignia Financial is headquartered in Docklands, Victoria, Australia.
Headquarters
Australia
Address
Level 1, 800 Bourke Street, Melbourne, Victoria, 3008
Website
www.insigniafinancial.com.au
Telephone
61 3 86144400
No of Employees
1,300
Industry
Financial Services
Ticker Symbol & Exchange
IFL (ASX)
Revenue (2023)
$1.4B
-7.1%
(2023 vs 2022)
EPS
XYZ
Net Income (2023)
XYZ
39.7%
(2023 vs 2022)
Market Cap*
$1.0B
Net Profit Margin (2023)
XYZ
49.7%
(2023 vs 2022)
* As of and is in US$
Insignia Financial Ltd premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Investment Management Products | Estate Planning | Bridges |
| Superannuation | Trustee Services | Consultum |
| Retirement Solutions | Financial Partnership Portfolio Service | Lonsdale |
| XYZ | XYZ | |
| XYZ | XYZ | |
| XYZ | XYZ |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2023 | Others | In August 2023, the company as a part of retention strategy, announced the creation of new client wellbeing division. |
| 2023 | Others | In July 2023, the company along with Australian Unity sell its friendly society investment bond business. |
| 2023 | Contracts/Agreements | In January, the company teamed up with Automation Anywhere to deploy digital workers powered by the Automation Success Platform. |
Competitor Comparison
| Key Parameters | Insignia Financial Ltd | Challenger Ltd | Perpetual Ltd | Magellan Financial Group Ltd | Platinum Asset Management Ltd |
|---|---|---|---|---|---|
| Headquarters | Australia | Australia | Australia | Australia | Australia |
| City | Melbourne | Sydney | Sydney | Sydney | Sydney |
| State/Province | Victoria | New South Wales | New South Wales | New South Wales | New South Wales |
| No. of Employees | 1,300 | 817 | 1,870 | 107 | - |
| Entity Type | Public | Public | Public | Public | Public |
Key Financial Charts
Sales Growth
Net Income Growth
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Scott Hartley | Chief Executive Officer; Director | Executive Board | 2024 | - |
| David Chalmers | Chief Financial Officer | Senior Management | - | - |
| Lawrence Hastings | Chief Legal Officer | Senior Management | - | - |
| Anvij Saxena | Chief Risk Officer | Senior Management | - | - |
| Mark Oliver | Chief Distribution Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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