Insignia Financial Ltd

IFL

Company Profile

  • Business description

    Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.

  • Contact

    800 Bourke Street
    Level 1
    DocklandsVIC3008
    AUS

    T: +61 386144400

    https://www.insigniafinancial.com.au

  • Sector

    Financial Services

    Stock type

    Cyclical

  • Industry

    Asset Management

    Fiscal Year End

    30 June 2025

    Employees

    408

Insignia Financial Ltd News & Analysis

stocks

Undervalued ASX opportunity

The market is pessimistic and downplaying earnings stabilization at the ASX listed financial services firm. 
stocks

Our top opportunities in the asset manager sector

Signs of stabilisation, but competitive positioning still weakening against passive investments.
stocks

Opportunities abundant in Aussie financials

Most asset managers and related firms undervalued, with an average discount of 21%

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,633.1066.100.77%
CAC 407,255.0141.690.58%
DAX 4019,322.59176.420.92%
Dow JONES (US)44,296.51426.160.97%
FTSE 1008,262.08112.811.38%
HKSE19,229.97371.14-1.89%
NASDAQ19,003.6531.230.16%
Nikkei 22538,283.85257.680.68%
NZX 50 Index13,041.90276.662.17%
S&P 5005,969.3420.630.35%
S&P/ASX 2008,393.8070.800.85%
SSE Composite Index3,267.19103.21-3.06%

Market Movers