公司概覽
業務類別 --
業務概覽 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.
公司地址 800 Bourke Street, Level 1, Docklands, VIC, AUS, 3008
電話號碼 +61 386144400
傳真號碼 +61 386144888
公司網頁 https://www.insigniafinancial.com.au
員工數量 408
 
公司高管 / 董事會成員
公司高管
高管 職務 年薪 更新日期
Mr. Scott Hartley Chief Executive Officer and Director -- 20/08/2025
 
董事會成員
董事會 職務 更新日期
Mr. Scott Hartley Chief Executive Officer and Director 20/08/2025
Ms. Jodie Hampshire Independent Director 20/08/2025
Mr. Allan Griffiths Chairman of the Board 20/08/2025
Mr. Andrew Bloore Independent Director 20/08/2025
Ms. Gai McGrath, B.A.,L.L.B.,L.L.M. Independent Director 20/08/2025
Mr. John Selak Independent Director 20/08/2025
Ms. Michelle Somerville Independent Director 20/08/2025
 
所屬ETF (更新日期: 07/03/2026 03:48)
代號 名稱 佔比% 持有日期
PDNInvesco RAFI Developed Mkts ex-US S-METF0.01%24/02/2026
DFSIDimensional International Sstby Cr 1 ETF0.01%27/02/2026
WSMLiShares MSCI World Small-Cap ETF0.01%28/02/2026
TLTDFlexShares Mstar DevMks exUS FctTilt ETF0.01%27/02/2026
FLAUFranklin FTSE Australia ETF0.003%28/02/2026
DXIVDimensional International Vector Eq ETF0.002%27/02/2026
JFLIJPMorgan Flexible Income ETF0.0002%27/02/2026
AOMiShares Core 40/60 Moderate Allc ETF<0.000001%27/02/2026
AVDEAvantis International Equity ETF<0.000001%10/06/2025
AVDSAvantis International Small Cp Eq ETF<0.000001%03/06/2025
HSCZiShares Currency Hdgd MSCI EAFE SmCp ETF<0.000001%27/02/2026
PBDMInvesco PureBeta FTSE Dev ex-NrthAmr ETF<0.000001%08/06/2023
VIDIVident International Equity Strategy ETF<0.000001%27/02/2026
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