Centrepoint Alliance Limited · ASX:CAF
Centrepoint Alliance — Shareholder Meeting (November 2024)
15 slides from Centrepoint Alliance's shareholder meeting presentation, Nov 15, 2024
Slide 1: ASX Announcement – Annual General Meeting Presentations
ASX Announcement 15 November 2024 ASX ANNOUNCEMENT – ANNUAL GENERAL MEETING PRESENTATIONS In accordance with the ASX Listing Rules, the Chair and Chief Executive Officer’s addresses and presentation to the Annual General Meeting (“AGM”), are appended. This announcement has been approved for release
Slide 2: Chairman's Address
Chairman’s Address Let me start my address today by saying that I am truly delighted to report that Centrepoint Alliance is continuing to make significant progress during the financial year 2024. At Centrepoint Alliance, we take pride in our commitment to financial advice and advisers. In our core b
Slide 3: Chief Executive Officer's Address
Chief Executive Officer’s Address I’d like to take this opportunity to update shareholders on our achievements and business strategy. There are four key areas that I will cover. Firstly, how Centrepoint Alliance has performed over the last 3 years, providing perspective on the turnaround of the busi
Slide 4: For personal use only
Firstly, our licensee business is well positioned to capture more advisers in the market. With market leading offerings in both licenced and self-licenced, we will benefit from the recent M&A activity which has historically created an environment of increased switching and an opportunity for recruit
Slide 5: Annual General Meeting November 2024
For personal use only ANNUAL GENERAL MEETING ASX: CAF 15 November 2024
Slide 6: Disclaimer
Disclaimer This presentation is for general information purposes only and should be read in conjunction with the Full Year Financial Report for the For personal use only twelve months ended 30 June 2024 and the Appendix 4E lodged with the Australian Securities Exchange by Centrepoint Alliance Limite
Slide 7: Chairman's Remarks
For personal use only CHAIRMAN’S REMARKS Georg Chmiel
Slide 8: CEO Address
For personal use only CEO ADDRESS John Shuttleworth
Slide 9: Agenda
Agenda For personal use only 1 Business performance 2 Growth strategy and strategic initiatives 3 Launch of the IconiQ Platform 4 FY25 outlook 5
Slide 10: The business has been transformed achieving 168%+ EBITDA growth over the last 3 years
THE BUSINESS HAS BEEN TRANSFORMED ACHIEVING 168%+ EBITDA GROWTH OVER THE LAST 3 YEARS REPRESENTING 39% CAGR ACTIVITIES THAT TRANSFORMED For personal use only FY21 THE BUSINESS FY24 FY25 est. • Restored the business post FOFA and $10.0m - $10.5m Hayne Royal Commission $9.1m +168%3 • Led the market on
Slide 11: Centrepoint has five strategic pillars to drive growth
CENTREPOINT HAS FIVE STRATEGIC PILLARS TO DRIVE GROWTH Focus is on margin expansion and annuity revenue enabled by the strong distribution network of 1,374 financial advisers For personal use only 1 2 3 4 5 GROW GROW BUILD SCALE LAUNCH GROW LICENCED AND SALARIED IN ASSET SUPER AND LENDING OBJECTIVE
Slide 12: IconiQ investment platform website
. Ico n | Q. Aboutus¥ Investment Wrap» Super Wrap (Coming Soon) Disclosures Contact us begin Inteligent Portfolio Management Intelligently Simple Platform BN The new investment platform developed on globally leading technology, providing advisers and their clients an easy-to-use feature rich platfor
Slide 13: The IconiQ investment platform is live
THE ICONIQ INVESTMENT PLATFORM IS LIVE THE SUPERANNUATION PLATFORM AND SMA TO GO LIVE IN DECEMBER 2024 IconiQ Investment IDPS1 For personal use only • Now live! • Released14 October 2024 • Soft launch until Super and SMA scheme finalised • 18bps flat fee capped at $1m. • No minimum or account fee Ic
Slide 14: Centrepoint is well positioned to continue to grow revenue and earnings
Centrepoint is well positioned to continue to grow revenue and earnings For personal use only CAF continues to recruit advisers and is benefiting from industry consolidation Focused on accelerating growth of higher margin salaried advice business through further acquisitions New initiatives such as
Slide 15: End
For personal use only END
Centrepoint Alliance — Shareholder Meeting (November 2024) on 6ix