Centrepoint Alliance Limited · ASX:CAF
Centrepoint Alliance — Shareholder Meeting (November 2021)
20 slides from Centrepoint Alliance's shareholder meeting presentation, Nov 1, 2021
Slide 1: ASX Announcement – Annual General Meeting Presentations
For personal use only 01 November 2021 ASX ANNOUNCEMENT – ANNUAL GENERAL MEETING PRESENTATIONS In accordance with the ASX Listing Rules, the Chairman’s and CEO addresses and presentations to the Annual General Meeting (“AGM”), are appended. This announcement has been approved for release by the Boar
Slide 2: Chairman's Update
Chairman’s Update I am pleased to present the 2021 Annual Report for Centrepoint Alliance and report on a year in For personal use only which we consolidated our position as a leading provider of licensing, advice, business services and technology solutions for Australian financial advisers. It has
Slide 3: Chairman's Update (continued)
We continue to assess partnerships and other acquisition opportunities, as well as look at ways in which we can deliver stronger financial results and enhanced shareholder value in the years ahead. For personal use only We finished FY21 with a strong balance sheet and a closing cash balance of $11.1
Slide 4: CEO's address
CEO’s address As Centrepoint Alliance’s CEO, I would like to give an overview of our business and our achievements For personal use only during the past financial year and also provide some insight into our plans for the year ahead. Centrepoint Alliance provides licensee services, including complian
Slide 5: CEO's address: growth strategy pillars
compared to the previous year. However, the expected run-off of legacy claims expenses allowed us to deliver significantly stronger net profit after tax of $1.8 million, compared to a net loss after tax of $2 million in FY20. This result represents solid performance through challenging trading condi
Slide 6: CEO's address: outlook
Focusing on our core business has positioned Centrepoint Alliance with a strong platform for growth that continues to present an attractive destination for advisers. The Company has entered FY22 well- positioned financially and strategically to achieve its growth agenda, from a robust, cash-generati
Slide 7: Annual General Meeting
For personal use only ANNUAL GENERAL MEETING ASX: CAF 1 November 2021
Slide 8: Board Members and Executives
BOARD MEMBERS EXECUTIVES For personal use only Alan Fisher | Chairman John Shuttleworth | Chief Executive Officer Martin Pretty | Non-executive Director Brendon Glass | Chief Financial Officer Georg Chmiel | Non-Executive Director Alexander Beard | Non-Executive Director Kim Clark | Company Secretar
Slide 9: Chairman's Remarks
For personal use only CHAIRMAN’S REMARKS Alan Fisher
Slide 10: CEO Address
For personal use only CEO ADDRESS John Shuttleworth
Slide 11: Creating a New World of Financial Advice
For personal use only CREATING A NEW WORLD OF FINANCIAL ADVICE
Slide 12: Leading provider of licensee services to over 1,000 financial advisers
Centrepoint is a leading provider of licensee services to over 1,000 financial advisers across Australia For personal use only WHAT WE DO OUR SERVICES OUR CUSTOMERS We provide all the Compliance 320 independent advisers that are services an Adviser authorised representatives adviser needs to Tech- R
Slide 13: Strategic context: the need for advice
Strategic context For personal use only THE NEED FOR ADVICE HAS The great shift from accumulation to retirement incomes driven by the ageing population NEVER BEEN GREATER Increased complexity through the interplay of superannuation, retirement, tax and social security $12.6 trillion in household ass
Slide 14: Service quality and technology – our key differentiators
Service quality and technology – our key differentiators For personal use only SERVICE QUALITY TECHNOLOGY CAPABILITY 21,000 enquiries with 93% resolved within 2 days Applications designed to improve efficiency and enhance service All service teams Specialised migrated to Rapid Centrepoint AI and val
Slide 15: Snapshot of 2021 core earnings
Snapshot of 2021 core earnings For personal use only GROSS GROSS LEGACY REVENUE EXPENSES PROFIT CLAIMS EBITDA $139.2m $25.0m $28.1m $0m $3.1m $8.2m 2% 4% $3.6m $3.0m on FY20 on FY201 on FY20 on FY20 on FY20 6% Year-on-year 1. Expenses down 10% on FY2020 excluding Enzumo.
Slide 16: The business has built a strong foundation for future growth
The business has built a strong foundation for future growth For personal use only CONSOLIDATION GROWTH PHASE Strong foundation Three core pillars underpinning our strategy 1. 2. 3. Centrepoint’s focus Grow the Licensee Invest in financial Provide the over the last 3 years solutions and build servic
Slide 17: The acquisition of Clearview Advice
The acquisition of Clearview Advice will create a business with significant scale and operational leverage For personal use only TRANSACTION RATIONALE Centrepoint post acquisition 1,303 advisers comprising … 175 Licensed Advisers 315 Licensed Advisers 490 licensed advisers (Clearview, Matrix and Sal
Slide 18: Integration is on track
Integration is on track For personal use only Well advanced with integration planning Operating model and organisational structure finalised Key Clearview / Matrix and La Vista Executives transitioning to the new business Clean separation – minimal transitional services Businesses will commence work
Slide 19: Annual General Meeting November 2021
For personal use only ANNUAL GENERAL MEETING 01 November 2021
Slide 20: Disclaimer
Disclaimer For personal use only This presentation is for general information purposes only and should be read in conjunction with Annual General Meeting on 01 November 2021. This presentation does not provide recommendations or opinions in relation to specific investments or securities. This presen
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