Insignia Financial Ltd - Company Profile
Powered by 
All the sales intelligence you need on Insignia Financial Ltd in one solution.
- Save hours of research time with a comprehensive
Sales Intelligence Solution.
- Understand how Insignia Financial Ltd fits into your total
addressable market and Ideal Customer Profile.
- Gain competitive edge with triggers that tell you
when and how to engage with Insignia Financial Ltd.
Get in touch about GlobalData Company reports
Contact the team or request a demo to find out how our data can drive your business forward
Insignia Financial Ltd (Insignia Financial), formerly IOOF Holdings Ltd, is a financial services company, that provides financial advice, superannuation, and asset management services. It supports secure retirement through superannuation and pensions, wealth growth via asset management, streamlined portfolio administration through investment platforms, and personalized expert guidance from its financial advisory teams. The company is associated with several leading brands such as Bridges and Shadforth, MLC, Expand, Plum, and IOOF. Insignia's products and services cater to corporate, institutional, and retail customers, offering a wide range of investment capabilities designed to suit various investor needs and risk profiles. The company has an operational presence across Australia, the US, and the UK, targeting a broad market of investors and financial service seekers. Insignia Financial is headquartered in Docklands, Victoria, Australia.
Headquarters
Australia
Address
Level 1, 800 Bourke Street, Docklands, 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 (2024)
$1.0B
-18.5%
(2024 vs 2023)
EPS
XYZ
Net Income (2024)
XYZ
108.7%
(2024 vs 2023)
Market Cap*
$2.3B
Net Profit Margin (2024)
XYZ
110.7%
(2024 vs 2023)
* As of and is in US$
Insignia Financial Ltd premium industry data and analytics
Products and Services
| Products | Services | Brands |
|---|---|---|
| Investment Management Products | Estate Planning | Bridges |
| Superannuation | Trustee Services | Shadforth |
| Retirement Solutions | Financial Partnership Portfolio Services | MLC Expand |
| 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 |
|---|---|---|
| 2025 | Divestiture | In August, the company sold its self-licensed business to Entireti. |
| 2024 | Others | In December, the company rejected the takeover offer from Bain Capital. |
| 2023 | Others | In August 2023, the company as a part of retention strategy, announced the creation of new client wellbeing division. |
Competitor Comparison
| Key Parameters | Insignia Financial Ltd | Challenger Ltd | Perpetual Ltd | Magellan Financial Group Ltd | L1 Group Ltd |
|---|---|---|---|---|---|
| Headquarters | Australia | Australia | Australia | Australia | Australia |
| City | Docklands | Sydney | Sydney | Sydney | Melbourne |
| State/Province | Victoria | New South Wales | New South Wales | New South Wales | New South Wales |
| No. of Employees | 1,300 | 546 | 1,789 | 111 | - |
| 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 | - | - |
| Jason Sommer | Chief Operating Officer | Senior Management | - | - |
| Lawrence Hastings | Chief Legal Officer | Senior Management | - | - |
| Mel Walls | Chief People Officer | Senior Management | 2019 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
Still looking?
Have you found what you were looking for? From start-ups to market leaders, uncover what they do and how they do it.
Explorer
Access more premium companies when you subscribe to Explorer