Company Euroz Hartleys Group Limited

Equities

EZL

AU000000EZL9

Investment Banking & Brokerage Services

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sector Brokerage Services

Market Closed - Australian S.E. Other stock markets 02:10:51 2024-04-24 am EDT			5-day change	1st Jan Change
0.82 ^AUD	-2.38%		0.00%	-6.82%

Mar. 18	Euroz Hartleys Group Limited(ASX:EZL) dropped from S&P/ASX All Ordinaries Index	CI
Mar. 01	Ora Banda Mining to Raise AU$30 Million in Placement; Shares Fall 6%	MT

Euroz Hartleys Group Limited is a diversified financial company. The Company provides a range of financial services from stockbroking to corporate finance, investing, funds management and wealth management. The Companyâs segments include private wealth, wholesale, funds management, and others. The private segment includes private wealth advisers who work with high net wealth individuals, companies, SMSF and other clients. The Private wealth advisers provide investment offering of stockbroking and corporate services for clients. The Wholesale segment refers to the institutional dealing, research and corporate finance team who work with companies and other institutional clients. The Fund Management segment offers funds management services. It provides a range of corporate finance, stockbroking, wealth management, institutional sales and targeted research services. Its subsidiaries include Euroz Hartleys Limited and Westoz Funds Management Pty Ltd.

AUD in Million	2022	Weight	2023	Weight	Delta
Private Wealth 50.5 %	56	46.8 %	48	50.5 %	-12.81%
Wholesale 46.7 %	49	41.3 %	45	46.7 %	-8.44%
Other 2.4 %	0	0.3 %	2	2.4 %	+610.91%
Funds Management 0.3 %	14	11.6 %	0	0.3 %	-97.58%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	119	100.0 %	96	100.0 %	-19.17%

Managers	Title	Age	Since
Timothy Bunney CEO	Chief Executive Officer	-	-
Anthony Brittain DFI	Director of Finance/CFO	-	07-11-30
Andrew McKenzie CHM	Chairman	-	99-12-31
Anthony Hewett BRD	Director/Board Member	-	06-12-31

Members of the board	Title	Age	Since
Andrew McKenzie CHM	Chairman	-	99-12-31
Ian Parker BRD	Director/Board Member	-	20-10-07
Anthony Brittain DFI	Director of Finance/CFO	-	07-11-30
Richard Simpson BRD	Director/Board Member	-	20-10-07
Robin Romero BRD	Director/Board Member	-	20-12-01
Fiona Kalaf BRD	Director/Board Member	-	22-06-27

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	164,822,600	97,740,783 ( 59.30 %)	10,190,791 ( 6.183 %)	59.30 %

Name	Equities	%	Valuation
Ice Cold Investments Pty Ltd. 7.395 %	12,188,362	7.395 %	7 M $
Andrew McKenzie 7.381 %	12,166,225	7.381 %	7 M $
Jay Hughes 7.009 %	11,552,820	7.009 %	6 M $
Simon Yeo 2.301 %	3,792,725	2.301 %	2 M $
Greg Chessell 2.281 %	3,759,574	2.281 %	2 M $
Robert Black 2.218 %	3,656,081	2.218 %	2 M $
Richard Simpson 1.355 %	2,233,108	1.355 %	1 M $
Southern Motors Pty Ltd. 0.9837 %	1,621,288	0.9837 %	883 197 $
Westrade Resources Pty Ltd. 0.9806 %	1,616,325	0.9806 %	880 493 $
DFA Australia Ltd. 0.9454 %	1,558,217	0.9454 %	848 839 $

Euroz Hartleys Group Ltd.

Level 18 Alluvion 58 Mounts Bay Road

6000, Perth

+61 8 9488 1400

http://www.euroz.com

address Euroz Hartleys Group Limited(EZL)

Name	Category and Sector
Dalton Street Capital Diversified Futures Fund	Investment Trusts/Mutual Funds
Equus Point Capital Pty Ltd.
FIP Management Services Pty Ltd.

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Banking & Brokerage Services

Brokerage Services

	1st Jan change	Capi.
EUROZ HARTLEYS GROUP LIMITED	-6.82%	85.04M
EAST MONEY INFORMATION CO.,LTD.	-11.32%	27.1B
GUOTAI JUNAN SECURITIES CO., LTD.	-10.42%	15.08B
CHINA GALAXY SECURITIES CO., LTD.	-5.81%	13.13B
INTERACTIVE BROKERS GROUP, INC.	+39.49%	12.28B
XP INC.	-20.83%	11.28B
ORIENT SECURITIES COMPANY LIMITED	-8.05%	8.56B
CINDA SECURITIES CO., LTD.	-20.29%	6.52B
SDIC CAPITAL CO.,LTD	-8.31%	5.49B
ZHESHANG SECURITIES CO., LTD.	-4.03%	5.28B

Brokerage Services