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
  AUS

  T: +61 386144400

  https://www.insigniafinancial.com.au

• Sector

  Financial Services

  Stock type

  Cyclical

• Industry

  Asset Management

  Fiscal Year End

  30 June 2026

  Employees

  408