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Insignia Financial Ltd
Level 1, 800 Bourke Street, Docklands
Phone: +61 386144400p:+61 386144400 MELBOURNE, VIC  3008  Australia Ticker: IFLIFL
Business Summary
Insignia Financial Ltd is an Australia-based wealth manager, providing financial advice, superannuation, wrap platforms and asset management services to members, clients, financial advisers and corporate employers. Its segment includes Advice, Master Trust, Wrap, and Asset Management. The Advice segment includes the Company’s employed advice businesses, Bridges and Shadforth. These businesses provide comprehensive financial advice. The Master Trust segment offers solutions used by employers and independent advisers. The Wrap segment offers a technology platform and invests in technology and services to support the changing needs of advisers and their clients. The Asset Management segment offers access to a range of investment capabilities across a range of multi-asset and single asset classes, designed to suit a range of investor needs and risk profiles. Its subsidiaries include ACN 089 554 058 Pty Ltd, Australian Wealth Management Limited, and Consultum Financial Advisers Pty Ltd.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/20246/30/2024Yes----

Industries
SIC Code Description
6282 Investment advice
6091 Nondeposit trust facilities
6531 Real estate agents and managers

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board AllanGriffiths 4/4/2019 7/14/2014
Chief Executive Officer, Executive Director ScottHartley 3/1/2024 3/1/2024
Chief Financial Officer DavidChalmers 3/15/2020 3/15/2020
12 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
MLC Ltd. PO Box 200 North Sydney NSW Australia
SFG Australia Ltd Level 18, 50 Bridge Street SYDNEY NSW Australia
Oasis Asset Management Limited 65-67 Burelli Street Suite 2 Wollongong NSW Australia
Onepath Custodians PTY Ltd LEVEL 1 800 BOURKE STREET DOCKLANDS VICTORIA Australia
Plan B Group Holdings Limited Level 28 Central Park WAS Australia

Business Names
Business Name
Actuate Alliance Services Pty Ltd
ANZ Aligned Dealer Groups
Australian Executor Trustees Limited
36 additional Business Names available in full report.

General Information
Number of Employees: 1,300 (As of 6/30/2013)
Outstanding Shares: 667,907,555 (As of 12/31/2024)
Shareholders: 49,941
Stock Exchange: ASX
Fax Number: +61 800558539


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Tuesday, April 8, 2025