SelfWealth Limited

CHIA:SWF Stock Report

Market Cap: AU$56.5m

SelfWealth Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Craig Keary

Chief executive officer

AU$459.7k

Total compensation

CEO salary percentage62.3%
CEO tenure1.3yrs
CEO ownershipn/a
Management average tenure3.8yrs
Board average tenure1.8yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Craig Keary's remuneration changed compared to SelfWealth's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2024AU$460kAU$287k

AU$3m

Compensation vs Market: Craig's total compensation ($USD285.35K) is about average for companies of similar size in the Australian market ($USD282.32K).

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

CEO

Craig Keary

1.3yrs

Tenure

AU$459,726

Compensation

Mr. Craig William Keary is Director and Head Of Retail & Corporate Business of AMP Capital Funds Management Limited. He is Chief Executive Officer of SelfWealth Limited from October 24, 2023. He is Directo...

Leadership Team

NamePositionTenureCompensationOwnership
Craig Keary
Chief Executive Officer1.3yrsAU$459.73kno data
Paul Cullinan
Chief Commercial Officer1.3yrsAU$277.04kno data
Tania Vincentis
Head of Operations & Compliance3.8yrsno datano data
Andrew Dick
Chief Technology Officerno dataAU$389.66kno data
Brendan Mutton
Head of Salesno datano datano data
Alex Clarke-Groom
Head of Marketingno datano datano data
Josh Sprague
Head of Product3.8yrsno datano data
Matthew Jones
Head of Customer Support3.8yrsno datano data
Jonathan Swain
Company Secretaryno datano datano data

3.8yrs

Average Tenure

Experienced Management: SWF's management team is considered experienced (3.8 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Christine Christian
Independent Non Executive Chairman1.8yrsAU$150.68kno data
Paul Clark
Independent Non-Executive Deputy Chairman1.8yrsAU$100.45kno data
Adam Lewis
Independent Non-Executive Director1.2yrsAU$62.78kno data
Andrew Ward
Founder & Board Advisor4.7yrsAU$388.06kno data
Emanuel Datt
Non Executive Director1.9yrsAU$75.68kno data

1.8yrs

Average Tenure

Experienced Board: SWF's board of directors are not considered experienced ( 1.8 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/20 13:04
End of Day Share Price 2025/01/17 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SelfWealth Limited is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullIndependent Investment Research (Aust.) Pty Ltd