Insignia Financial Ltd
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
AUST: +61 386144400
Sector
Financial Services
Stock type
Cyclical
Industry
Asset Management
Fiscal Year End
30 June 2025
Employees
408
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