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Investsmart Group Ltd
Level 2, 66 Clarence Street
Phone: +61 290802372p:+61 290802372 SYDNEY, NSW  2000  Australia Ticker: INVINV

Business Summary
InvestSMART Group Ltd is an Australia-based company that is engaged in the provision of financial services and products to retail investors in particular in the areas of funds management, wealth management and personal insurance. It has built a direct investor wealth platform focused on digital investment advice. Its digital wealth platform helps clients achieve their financial goals through low-cost funds, content and tools ecosystem, including intelligent investor and Eureka reports. The Company offers free portfolio management services, free content, calculators, education and tools. Its subsidiaries include The Intelligent Investor Distribution Pty Ltd, Intelligent Investor Holdings Pty Ltd, InvestSMART Financial Services Pty Ltd, InvestSMART Funds Management Ltd, InvestSMART Advice Pty Ltd, Yourshare Financial Services Pty Ltd, InvestSMART Insurance Pty Ltd, van Eyck Group Holdings Pty Ltd, Eureka Report Pty Ltd, and Kohler and Company Pty Ltd.

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

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Chairman of the Board Paul H.Clitheroe 68 2/24/2016 11/26/2014
General Counsel, Company Secretary CatherineTeo 1/31/2022 2/12/2019
Managing Director, Executive Director Peter RonaldHodge 52 1/1/2022 4/1/2015
Chief Content Officer and Money Commentator EffieZahos 53 12/13/2023 11/11/2020
Non-Executive Lead Independent Director MichaelShepherd 72 3/1/2014 3/1/2014

Business Names
Business Name
AWI
Fat Prophets Australia Fund Limited
Fat Prophets Australia Fund Ltd
INV
InvestSMART Financial Services Pty Ltd.

General Information
Outstanding Shares: 110,892,537 (As of 6/30/2023)
Shareholders: 1,048
Stock Exchange: ASX
Fax Number: +61 290802378


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Friday, April 19, 2024