Insignia Financial Management

Management criteria checks 3/4

Insignia Financial's CEO is Scott Hartley, appointed in Mar 2024, has a tenure of less than a year. total yearly compensation is A$1.09M, comprised of 39.1% salary and 60.9% bonuses, including company stock and options. directly owns 0.008% of the company’s shares, worth A$172.36K. The average tenure of the management team and the board of directors is 2.2 years and 5.1 years respectively.

Key information

Scott Hartley

Chief executive officer

AU$1.1m

Total compensation

CEO salary percentage	39.1%
CEO tenure	less than a year
CEO ownership	0.008%
Management average tenure	2.2yrs
Board average tenure	5.1yrs

Recent management updates

Recent updates

Insignia Financial Ltd.'s (ASX:IFL) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Oct 16

Revenues Working Against Insignia Financial Ltd.'s (ASX:IFL) Share Price

Aug 21

Insignia Financial Ltd. (ASX:IFL) Looks Inexpensive But Perhaps Not Attractive Enough

Apr 11

Insignia Financial (ASX:IFL) Has Announced A Dividend Of A$0.093

Feb 24

Insignia Financial (ASX:IFL) Is Paying Out Less In Dividends Than Last Year

Aug 29

Insignia Financial (ASX:IFL) Has Announced That It Will Be Increasing Its Dividend To AU$0.12

Feb 27

IOOF Holdings (ASX:IFL) Has Affirmed Its Dividend Of AU$0.12

Aug 31

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May 03

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Feb 27

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Dec 17

CEO Compensation Analysis

How has Scott Hartley's remuneration changed compared to Insignia Financial's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	AU$1m	AU$426k	-AU$185m

Compensation vs Market: Scott's total compensation ($USD703.24K) is below average for companies of similar size in the Australian market ($USD1.45M).

Compensation vs Earnings: Insufficient data to compare Scott's compensation with company performance.

CEO

Scott Hartley

less than a year

Tenure

AU$1,089,245

Compensation

Mr. Scott Hartley, BBus, GAICD, serves as Chief Executive Officer and Executive Director at Insignia Financial Ltd. since March 01, 2024. He served as Chief Executive Officer of Australia Wealth Management...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Scott Hartley	CEO & Executive Director	less than a year	AU$1.09m	0.0079% A$ 172.4k
David Chalmers	Chief Financial Officer	4.7yrs	AU$1.39m	0.011% A$ 233.6k
Frank Lombardo	Acting Chief Technology Officer	2.8yrs	AU$1.06m	0.029% A$ 630.4k
Garry Mulcahy	CEO of MLC Asset Management	less than a year	AU$1.33m	no data
Anvij Saxena	Chief Risk Officer	1.7yrs	AU$1.60m	no data
Jason Sommer	Chief Operating Officer	less than a year	no data	no data
Lawrence Hastings	Chief Legal Officer	4.8yrs	no data	no data
Melissa Walls	Chief People Officer	no data	no data	no data
Martin Breckon	Head of Technical Services	no data	no data	no data
Andrew Ehlich	General Manager of Capital Markets	no data	no data	no data
Gideon Lipman	Head of Product	2.2yrs	no data	no data
Kenneth Ghi	Head of Insurance	2.2yrs	no data	no data

2.2yrs

Average Tenure

Experienced Management: IFL's management team is considered experienced (2.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Scott Hartley	CEO & Executive Director	less than a year	AU$1.09m	0.0079% A$ 172.4k
Elizabeth Flynn	Independent Non-Executive Director	9.2yrs	AU$265.26k	0.0073% A$ 159.3k
Allan Griffiths	Independent Non-Executive Chairman	10.3yrs	AU$396.98k	0.030% A$ 649.9k
Gai McGrath	Independent Non-Executive Director	less than a year	AU$69.19k	0.0026% A$ 56.9k
Michelle Somerville	Independent Non-Executive Director	5.1yrs	AU$262.86k	0.0048% A$ 104.4k
John Selak	Independent Non Executive Director	8.1yrs	AU$258.12k	0.023% A$ 504.7k
Jodie Hampshire	Independent Non-Executive Director	less than a year	AU$35.00k	0.0060% A$ 130.0k
Andrew Bloore	Independent Non-Executive Director	5.2yrs	AU$222.82k	0.0088% A$ 189.9k

5.1yrs

Average Tenure

Experienced Board: IFL's board of directors are considered experienced (5.1 years average tenure).

Insignia Financial Management

Management criteria checks 3/4

Key information

Recent management updates

Insignia Financial Ltd. Announces Resignation of William Linehan as Company Secretary

Independent Non-Executive Chairman recently bought AU$232k worth of stock

Insignia Financial Ltd. Appoints Joseph Volpe as Company Secretary

Insignia Financial Ltd. Announces CEO Changes

Insignia Financial Ltd., Annual General Meeting, Nov 21, 2024

Insignia Financial Ltd. Announces Executive Changes

Recent updates

AMP Reportedly May Look to Do Deal with Insignia Once Business Settles Down

Price target increased by 7.8% to AU$3.12

Insignia Financial Ltd.'s (ASX:IFL) Price Is Right But Growth Is Lacking After Shares Rocket 26%

Insignia Financial Ltd. Announces Resignation of William Linehan as Company Secretary

Independent Non-Executive Chairman recently bought AU$232k worth of stock

Full year 2024 earnings released: AU$0.28 loss per share (vs AU$0.007 profit in FY 2023)

Revenues Working Against Insignia Financial Ltd.'s (ASX:IFL) Share Price

Insignia Financial Ltd. Appoints Joseph Volpe as Company Secretary

Insignia Financial Ltd. (ASX:IFL) Looks Inexpensive But Perhaps Not Attractive Enough

Upcoming dividend of AU$0.093 per share

Insignia Financial (ASX:IFL) Has Announced A Dividend Of A$0.093

First half dividend of AU$0.093 announced

Price target increased by 7.0% to AU$2.79

First half 2024 earnings released: AU$0.075 loss per share (vs AU$0.005 loss in 1H 2023)

Insignia Financial Ltd. Announces CEO Changes

Consensus EPS estimates fall by 12%

Consensus EPS estimates upgraded to AU$0.032 loss

Insignia Financial Ltd., Annual General Meeting, Nov 21, 2024

WT Financial Group Limited (ASX:WTL) executed a share sale agreement to acquire Millennium3 Financial Services Pty Ltd from Insignia Financial Ltd. (ASX:IFL) for AUD 2 million.

Insignia Financial Ltd. Announces Executive Changes

Consensus EPS estimates fall by 29%

Insignia Financial Ltd. Announces Renato Mota Steps Down as CEO

Price target decreased by 7.6% to AU$2.92

Consensus EPS estimates fall by 12%

Upcoming dividend of AU$0.093 per share at 7.2% yield

Consensus EPS estimates fall from profit to AU$0.029 loss

Insignia Financial (ASX:IFL) Is Paying Out Less In Dividends Than Last Year

Price target decreased by 11% to AU$3.32

Insignia Financial Ltd. Announces Fully Franked Final Ordinary Dividend for Six Month Ended June 30, 2023, Payable on October 3, 2023

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

Consensus EPS estimates increase by 13%

Australian Unity Limited entered into an agreement to acquire IOOF Ltd. from Insignia Financial Ltd. (ASX:IFL) for AUD 40 million.

Australian Unity Limited entered into an agreement to acquire IOOF Ltd. from Insignia Financial Ltd. (ASX:IFL) for AUD 40 million.

Now 20% undervalued

Now 20% undervalued after recent price drop

Now 21% undervalued after recent price drop

Upcoming dividend of AU$0.10 per share at 7.4% yield

Consensus EPS estimates increase by 126%

First half 2023 earnings: EPS and revenues exceed analyst expectations

Senior management team of JANA Investment Advisers Pty Ltd entered into a a binding Share Sale Agreement to acquire 45% stake in JANA Investment Advisers Pty Ltd from Insignia Financial Ltd. (ASX:IFL).

Consensus EPS estimates fall by 10%

Consensus forecasts updated

Insignia Financial Ltd. to Report Q2, 2023 Results on Jan 25, 2023

EQT Holdings Limited (ASX:EQT) acquired Australian Executor Trustees Limited from Insignia Financial Ltd. (ASX:IFL).

Insufficient new directors

Prospective Buyers Reportedly Eye Off Embattled Bravura

Consensus forecasts updated

Insufficient new directors

Consensus forecasts updated

Consensus forecasts updated

Insignia Financial Ltd. Announces Executive Appointments

Insignia Financial Ltd. Announces Executive Appointments

Upcoming dividend of AU$0.12 per share

Full year 2022 earnings: EPS and revenues miss analyst expectations

Insignia Financial Ltd. Announces Second Half 2022 Fully Franked Final Ordinary Dividend, Payable on 29 September 2022

EQT Holdings Limited (ASX:EQT) agreed to acquire Australian Executor Trustees Limited from Insignia Financial Ltd. (ASX:IFL) for AUD 135 million.

Price target decreased to AU$4.45

Upcoming dividend of AU$0.12 per share

Insignia Financial (ASX:IFL) Has Announced That It Will Be Increasing Its Dividend To AU$0.12

First half 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Insignia Financial Ltd. Declares Interim Dividend for the Six Months Ended 31 December 2021, Payable on April 1, 2022

IOOF Holdings (ASX:IFL) Has Affirmed Its Dividend Of AU$0.12

Upcoming dividend of AU$0.12 per share

Price target increased to AU$5.24

Full year 2021 earnings released: AU$0.24 loss per share (vs AU$0.16 profit in FY 2020)

Price target increased to AU$4.95

IOFF Confirms No Sale Process for Antares Capital or Intermede Investment Partners

Consensus forecasts updated

IOOF Holdings Ltd (ASX:IFL) completed the acquisition of MLC Wealth Management Limited from National Australia Bank Limited (ASX:NAB) for AUD 1.4 billion.