Company InvestSMART Group Limited

Equities

INV

AU000000INV5

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Company contact information

Sector

Sector Investment Management

Market Closed - Australian S.E. Other stock markets 05:37:35 14/05/2024 am IST			5-day change	1st Jan Change
0.14 ^AUD	0.00%		-3.45%	-12.50%

28/02	InvestSMART Group Limited Reports Earnings Results for the Half Year Ended December 31, 2023	CI
26/01	Former Merricks' head of commodities launches agricultural hedge fund	RE

InvestSMART Group Ltd is an Australia-based digital wealth advisor. The Company advises to retail investors seeking a low-cost investment model. It is engaged in the provision of financial services and products to retail investors in particular in the areas of funds management, wealth management and personal insurance. The Company's subsidiaries include The Intelligent Investor Distribution Pty Ltd, Intelligent Investor Holdings Pty Ltd, InvestSMART Financial Services Pty Ltd, InvestSMART Funds Management Ltd, InvestSMART Advice Pty Ltd, Yourshare Financial Services Pty Ltd, InvestSMART Insurance Pty Ltd, van Eyck Group Holdings Pty Ltd, Eureka Report Pty Ltd, and Kohler and Company Pty Ltd.

Number of employees: 40

AUD in Million	2022	Weight	2023	Weight	Delta
Retail Financial Services 100.0 %	10	100.0 %	10	100.0 %	+5.80%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	10	100.0 %	10	100.0 %	+5.80%

Managers	Title	Age	Since
Peter Hodge CEO	Chief Executive Officer	53	01/15/01
Andrew Ward DFI	Director of Finance/CFO	-	31/17/31
Nigel Poole CTO	Chief Tech/Sci/R&D Officer	-	01/15/01
Effie Zahos PRN	Corporate Officer/Principal	53	11/20/11
Catherine Teo LAW	General Counsel	-	12/19/12

Members of the board	Title	Age	Since
Michael Shepherd BRD	Director/Board Member	73	01/14/01
Peter Hodge CEO	Chief Executive Officer	53	01/15/01
Paul Clitheroe CHM	Chairman	69	26/14/26
Effie Zahos PRN	Corporate Officer/Principal	53	11/20/11

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	110,892,537	77,437,962 ( 69.83 %)	0	69.83 %

InvestSMART Group Ltd.

66 Clarence Street Level 2, Suite 2

2000, Sydney

http://www.investsmart.com.au

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

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