Centrepoint Alliance Limited · ASX:CAF
Centrepoint Alliance — Shareholder Meeting (November 2016)
17 slides from Centrepoint Alliance's shareholder meeting presentation, Nov 29, 2016
Slide 1: Annual General Meeting
ANNUAL GENERAL MEETING 29 November 2016 Policy Name | 1
Slide 2: Shareholders Address: Chairman's Address
SHAREHOLDERS ADDRESS Chairman’s Address Good Morning everyone. My name is Alan Fisher and I am the chairman of Centrepoint Alliance Limited and, on behalf of the Board of directors, it is a pleasure to welcome you all to our Annual General Meeting of shareholders for 2016. I would like to introduce
Slide 3: CEO and Managing Director's Address
The Group rebranding has seen further strengthening of the overall Centrepoint Alliance brand and also seen the generation of leads directly through the new and improved website. The rebrand of Alliance Wealth & Protection to xseedwealth and new website launch is also expected to significantly benef
Slide 4: Centrepoint's strategy is to use its scale and expertise to design, source and deliver
This new world of client best interest, trust and the client experience requires a new suite of tools and services, designed to build understanding, transparency, simplicity, ease and confidence. Centrepoint’s strategy is to use its scale and expertise to design, source and deliver world class servi
Slide 5: Group Financial Results
GROUP FINANCIAL RESULTS Our profit performance continues to strengthen as a Group and in each of the business lines. EBITDA was up 56% to $6.4m. Revenue growth is emerging reflecting the transformation of the Wealth business and the strong performance of the premium funding team to offset premium fa
Slide 6: Solutions for which they were designed
solutions for which they were designed. As a result, we are seeing strong take up of our managed account solutions as advisers increasingly recognise the significant benefits to their clients and their firms. We believe we are well placed to benefit from our ongoing improvements and the ongoing disr
Slide 7: Annual General Meeting
Annual General Meeting 29 November 2016
Slide 8: Board Members and Senior Executives
Board Members: • Alan Fisher – Chairperson • John de Zwart – Managing Director • John O’Shaughnessy – Non-executive Director • Martin Pretty – Non-executive Director • Hugh Robertson – Non-executive Director • Georg Chmiel – Non-executive Director Senior Executives: • John Cowan – Chief Financial Of
Slide 9: Company Update: Alan Fisher (Chairman)
Company Update Alan Fisher (Chairman) 3 2016 Annual General Meeting
Slide 10: The Year In Review
The Year In Review • Shift towards growth & strong FY16 financial performance • Scale and expertise to design and deliver world class services and open architecture investment solutions to our clients • Leading the industry through managed accounts solutions and digital innovation • Investment in th
Slide 11: Company Update: John de Zwart (Managing Director)
Company Update John de Zwart (Managing Director) 5 2016 Annual General Meeting
Slide 12: Overview
Overview • Centrepoint well positioned as a leading Australian wealth firm • Trusted and respected brand; awareness increasing • Growth strategy resulting in good growth of new clients and funds • Premium funding performing strongly • Entrepreneurial, experienced, capable Board and management team •
Slide 13: Our Competitive Advantage
Our Competitive Advantage • Centrepoint Alliance is uniquely positioned as a leader in Australia’s contemporary financial advice industry ‒ early mover to a client centric professional advice services business ‒ capturing the benefits from industry disruption • A trusted partner to its community of
Slide 14: Highlights – FY16
Highlights – FY16 • Group EBITDA up 56% to $6.4m. Wealth EBITDA up 54% to $7.4m and Lending up 13% to $2.7m • 59 professional wealth advice firms recruited, up 34% on the prior year • Centrepoint’s Managed Account solution (vMAPs) launched in FY15 continues to gain solid momentum • Premium funding c
Slide 15: Group Financial Results
Group Financial Results 2H16 v FY16 v $m 2H15 1H16 2H16 2H15 FY15 FY16 FY15 (%) (%) Revenue 63.6 64.6 65.8 3% 132.9 130.4 -2% Gross profit 19.1 21.4 20.1 5% 41.8 41.5 -1% EBITDA (0.2) 2.4 4.0 21x 4.1 6.4 56% Underlying Profit before tax 2.7 3.2 4.3 59% 7.0 7.5 7% NPAT 3.0 0.7 3.6 20% 5.9 4.3 -27% RO
Slide 16: FY17 Strategic Priorities
FY17 Strategic Priorities • Continue to leverage our scale to extend the gap between ourselves and our competitors - Best in market consulting, service and solutions to empower advice firms - Strong community and culture amongst staff and advisers - Enhance the use of digital and improve the client
Slide 17: Outlook
Outlook • Wealth and Funding businesses performing strongly • Revenue growth coming from increasing market share • 1H17 profitability is expected to be well ahead of pcp • Strong growth in new advice firms and funds • xseedwealth relaunched and moved from loss (investment) to profit • Complete strat
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