Prime Financial Group Limited · ASX:PFG
Prime Financial — AVFM — Investor Presentation (April 2006)
13 slides from Prime Financial's investor presentation, April 2006
Slide 1: Investment Presentation April 2006
AVFM Limited Investment Presentation April 2006
Slide 2: Who is AVFM?
AVFM Limited Who is AVFM? • Re-listed on the ASX December 2004 • Initial raising $6m, subsequent raising $4.6m via Options • Initial major acquisitions: - 49% shareholding in Carroll, Pike & Piercy Pty Ltd, specialist Self Managed Superannuation Fund business - 40% of Garnaut Private Client Advisers
Slide 3: Structure
AVFM Limited Structure AVFM Limited 49% 40% 30% • Note: AVFM Ltd has in addition to the above, $3m invested in the Armytage Strategic Opportunities Fund (ASOF) • % refers to AVFM Ltd net equity
Slide 4: Board & Management
AVFM Limited Board & Management Board comprises Peter Kennedy (Chairman), Lee Iafrate, Andrew Darbyshire, Nicholas Pike and Chris Garnaut. • Key Investees have Board representation – Nicholas Pike (CPP) and Chris Garnaut (GPCA) • Structure beneficial to enable promoting cross – referrals and providi
Slide 5: Results
AVFM Limited Results $1,200,000 $1,000,000 $800,000 $600,000 NPAT EBIT $400,000 $200,000 $0 31-Dec-04 30-Jun-05 31-Dec-05 Note: The above comparative figures have been adjusted for AIFRS. There was no tax payable on the comparative result at 31 December 2004 and reduced tax payable on the six month
Slide 6: Shareholder Information
AVFM Limited Shareholder Information • Shares on Issue: 81,867,958 • Market Capitalisation (based on 49 cents per share): $40,115,229 • Shareholder Profile: Range Total Holders % of Issued Capital 1 – 500 64 0.02% 501 – 1,000 38 0.04% 1,001 – 5,000 328 1.16% 5,001 – 10,000 148 1.61% 10,001 – 100,000
Slide 7: Competitive Advantage
AVFM Limited Competitive Advantage • Proven experience and expertise in growing and acquiring successful businesses • Interests of shareholders and Directors / Investee Companies firmly aligned • Existing quality Investments in strong underlying business, with significant growth potentials • Philoso
Slide 8: Investee Companies
AVFM Limited Investee Companies • Established in 1994 • Specialises in financial and retirement planning, self managed superannuation funds, incorporating full active investment management (equities based) • Strong earnings growth in the last 4 years • $450m+ Funds Under Advice • Growth channels – s
Slide 9: Investee Companies
AVFM Limited Investee Companies • Established in 1986 - offices in Melbourne and Canberra • Specialises in providing comprehensive financial solutions to high net worth clients, strong direct property, agri – business, and insurance business portfolios • Solid earnings growth track record • $450m+ F
Slide 10: Investee Companies
AVFM Limited Investee Companies • Primary focus – advice and capital raising for small to mid sized listed companies • Executive Chairman (Mr Chris Newman) and Managing Director (Mr Aaron Muller) • Since inception, has executed two corporate mandates and secured several ongoing advisory briefs • Pos
Slide 11: Achievements To Date
AVFM Limited Achievements To Date • Successful relisting and initial acquisitions • Initiated growth strategies for investees • Generated profits since re-listing • Impressive EPS Growth • Commenced paying Fully Franked Dividends
Slide 12: Strategy/ Outlook
AVFM Limited Strategy/ Outlook “AVFM’s objective is to produce superior returns for its shareholders by investing in businesses with quality earnings and growth prospects in the financial services sector.” • Build investee companies and capitalise upon synergistic opportunities • Pursue consolidatio
Slide 13: Disclaimer
AVFM Limited Disclaimer While the information contained in this presentation has been prepared with all reasonable care, AVFM Ltd accepts no responsibility or liability for errors, omissions or misstatements however caused. This information is not personal advice. This information has been prepared