Company Insignia Financial Ltd.

Equities

IFL

AU000000IFL2

Investment Management & Fund Operators

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Ratings for Insignia Financial Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Wealth Management

Market Closed - Australian S.E. Other stock markets 02:10:50 2024-04-24 am EDT			5-day change	1st Jan Change
2.46 ^AUD	+2.50%		+3.36%	+5.13%

Mar. 20	Praemium Appoints Risk Chief	MT
Feb. 22	Transcript : Insignia Financial Ltd., H1 2024 Earnings Call, Feb 22, 2024

Insignia Financial Ltd is an Australia-based wealth manager. The Company operates through four segments: Platforms, Advice, Asset Management and Corporate. The Platforms segment offers a wide range of superannuation and investment solutions to clients, including investors, members, employers and advisers. The Advice segment provides financial advice for Australians, which helps clients navigate their way through a range of financial services and solutions and educates clients to improve their financial wellbeing. The Asset Management segment provides investment management services to institutional, retail and direct clients across a diverse range of asset classes and product constructs. The Company has a range of options for its financial adviser network covering the salaried, self-employed and self-licensed channels. Its subsidiaries include Actuate Alliance Services Pty Ltd, Antares Capital Partners Ltd, Australian Wealth Management Limited and Financial Acuity Limited.

AUD in Million	2022	Weight	2023	Weight	Delta
Platforms 58.2 %	1,177	54.7 %	1,125	58.2 %	-4.39%
Advice 29.1 %	632	29.4 %	562	29.1 %	-11.15%
Asset Management 12.7 %	343	15.9 %	245	12.7 %	-28.68%
Corporate Segment 0.1 %	1	0.0 %	1	0.1 %	+10.00%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	2,153	100.0 %	1,932	100.0 %	-10.23%

Managers	Title	Age	Since
Scott Hartley CEO	Chief Executive Officer	-	Feb. 25
David John Chalmers DFI	Director of Finance/CFO	-	20-02-28
Frank Lombardo COO	Chief Operating Officer	-	-
Andrew Ehlich IRC	Investor Relations Contact	-	-
Lawrence Hastings LAW	General Counsel	-	-
Ingrid Liepins HRO	Human Resources Officer	-	-
Garry Mulcahy PRN	Corporate Officer/Principal	-	21-05-31
Melissa Walls HRO	Human Resources Officer	-	19-08-31
Adrianna Bisogni LAW	General Counsel	-	02-12-31
Bill Linehan SEC	Corporate Secretary	-	07-09-20

Members of the board	Title	Age	Since
Allan Griffiths CHM	Chairman	-	14-07-13
Elizabeth Flynn BRD	Director/Board Member	-	15-09-14
Michelle Somerville BRD	Director/Board Member	-	19-09-30
John Selak BRD	Director/Board Member	-	15-12-31
Robert Andrew Bloore BRD	Director/Board Member	-	19-09-01
Scott Hartley CEO	Chief Executive Officer	-	Feb. 25

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	666,626,753	515,258,256 ( 77.29 %)	2,286,292 ( 0.3430 %)	77.29 %

Name	Equities	%	Valuation
Tanarra Capital Australia Pty Ltd. 14.37 %	95,766,648	14.37 %	157 M $
Australian Retirement Trust Pty Ltd. 8.160 %	54,397,772	8.160 %	89 M $
Host-Plus Pty Ltd. 7.703 %	51,349,086	7.703 %	84 M $
First Sentier Investors (Australia) IM Ltd. 5.046 %	33,640,352	5.046 %	55 M $
The Vanguard Group, Inc. 4.915 %	32,764,974	4.915 %	54 M $
Bruce Neil 4.030 %	26,864,295	4.030 %	44 M $
Franklin Templeton Australia Ltd. 3.748 %	24,982,381	3.748 %	41 M $
Agile Royal Superannuation Pty Ltd. 1.050 %	7,000,000	1.050 %	12 M $
First Sentier Investors Realindex Pty Ltd. 0.9029 %	6,019,041	0.9029 %	10 M $
DFA Australia Ltd. 0.8886 %	5,923,544	0.8886 %	10 M $

Name	Equities	%	Valuation
VENTIA SERVICES GROUP LIMITED 7.11%	60,802,786	7.11%	152,720,790 $
IMMUTEP LIMITED 7.19%	85,419,914	7.19%	21,176,451 $
BOTANIX PHARMACEUTICALS LIMITED 7.13%	112,295,811	7.13%	16,483,902 $
MYSTATE LIMITED 1.11%	1,225,960	1.11%	2,927,323 $

Insignia Financial Ltd.

161 Collins Street Level 6

3000, Melbourne

+1800 913 118

http://www.ioof.com.au

Name	Category and Sector
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Onepath Custodians Pty Ltd.

Trading Rating

Investor Rating

ESG Refinitiv

C+

More Ratings

Sell

Buy

Mean consensus

HOLD

Number of Analysts

Last Close Price

2.46 AUD

Average target price

2.914 AUD

Spread / Average Target

+18.46%

Consensus

Estimates Revisions

Company calendar

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Wealth Management

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Wealth Management