Insignia Financial Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Scott Hartley

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	less than a year
CEO ownership	n/a
Management average tenure	4.3yrs
Board average tenure	4.7yrs

Recent management updates

Recent updates

CEO

Scott Hartley

less than a year

Tenure

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

Leadership Team

Name	Position	Tenure	Compensation	Ownership
David Chalmers	Chief Financial Officer	4.3yrs	AU$1.49m	no data
Frank Lombardo	Chief Operating & Technology Officer	4.3yrs	AU$1.45m	0.022% A$ 331.1k
Mark Oliver	Chief Distribution Officer	4.3yrs	AU$1.14m	0.0015% A$ 23.7k
Darren Whereat	Chief Executive Officer of Rhombus Advisory	4.3yrs	AU$1.06m	0.0030% A$ 45.8k
Garry Mulcahy	Chief Asset Management Officer	3yrs	AU$1.46m	no data
Anvij Saxena	Chief Risk Officer	1.3yrs	AU$206.31k	no data
Scott Hartley	CEO & Director	less than a year	no data	no data
Lawrence Hastings	Chief Legal Officer	4.4yrs	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
Geoff Kellett	Chief Executive Officer of Financial Services Partners	5.7yrs	no data	no data
Chris Weldon	Chief Client Officer	3.7yrs	no data	no data

4.3yrs

Average Tenure

Experienced Management: IFL's management team is considered experienced (4.3 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Scott Hartley	CEO & Director	less than a year	no data	no data
Elizabeth Flynn	Independent Non-Executive Director	8.8yrs	AU$256.03k	0.0073% A$ 112.2k
Allan Griffiths	Independent Non-Executive Chairman	9.9yrs	AU$386.23k	0.015% A$ 229.0k
Gai McGrath	Independent Non-Executive Director	less than a year	no data	no data
Michelle Somerville	Independent Non-Executive Director	4.7yrs	AU$256.18k	0.0016% A$ 24.8k
John Selak	Independent Non Executive Director	7.7yrs	AU$251.14k	0.023% A$ 355.7k
Jodie Hampshire	Independent Non-Executive Director	less than a year	no data	no data
Andrew Bloore	Independent Non-Executive Director	4.8yrs	AU$249.16k	0.0056% A$ 85.3k

4.7yrs

Average Tenure

Experienced Board: IFL's board of directors are considered experienced (4.7 years average tenure).

Insignia Financial Management

Management criteria checks 2/4

Key information

Recent management updates

Insignia Financial Ltd. Announces CEO Changes

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

Insignia Financial Ltd. Announces Executive Changes

Insignia Financial Ltd. Announces Renato Mota Steps Down as CEO

Insufficient new directors

Insufficient new directors

Recent updates

Upcoming dividend of AU$0.093 per share

First half dividend of AU$0.093 announced

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

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

Insignia Financial Ltd. Announces Renato Mota Steps Down as CEO

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

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

New minor risk - Profit margin trend

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

First half 2023 earnings released: AU$0.005 loss per share (vs AU$0.056 profit in 1H 2022)

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).

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

Insufficient new directors

Insignia Financial Ltd. Announces Executive Appointments

Insignia Financial Ltd. Announces Executive Appointments

Upcoming dividend of AU$0.12 per share

Full year 2022 earnings released: EPS: AU$0.042 (vs AU$0.26 loss in FY 2021)

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.

Upcoming dividend of AU$0.12 per share

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

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

Upcoming dividend of AU$0.12 per share

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

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

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.

IOOF Likely to Divest Antares as it Assesses MLC Assets

IOOF Holdings Ltd to Report First Half, 2021 Results on Feb 24, 2021

New 90-day low: AU$3.14

Investor sentiment deteriorated over the past week

IOOF Announces Changes to External Platform Arrangements

New 90-day high: AU$3.89

New 90-day low: AU$3.04

Independent Non Executive Director recently bought AU$141k worth of stock

IOOF Holdings Ltd (ASX:IFL) entered into an agreement to acquire MLC Wealth Management Limited from National Australia Bank Limited (ASX:NAB) for AUD 1.4 billion.

IOOF Holdings Ltd has completed a Follow-on Equity Offering in the amount of AUD 1.04 billion.

New 90-day low - AU$3.27

New 90-day low - AU$4.37

New 90-day high - AU$5.43

CEO

Tenure

Leadership Team

Average Tenure

Board Members

Average Tenure