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Insignia Financial Ltd
Level 1, 800 Bourke Street
Phone: +61 386144400p:+61 386144400 MELBOURNE, VIC  3008  Australia Ticker: IFLIFL
Business Summary
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.

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
12/31/20236/30/2023Yes----

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
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: 664,340,461 (As of 12/31/2023)
Shareholders: 58,271
Stock Exchange: ASX
Fax Number: +61 800558539


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Thursday, April 18, 2024