Centrepoint Alliance Limited · ASX:CAF
Centrepoint Alliance — Shareholder Meeting (November 2023)
17 slides from Centrepoint Alliance's shareholder meeting presentation, Nov 10, 2023
Slide 1: ASX Announcement – Annual General Meeting Presentations
ASX Announcement 10 November 2023 ASX ANNOUNCEMENT – ANNUAL GENERAL MEETING PRESENTATIONS In accordance with the ASX Listing Rules, the Chairman’s and Chief Executive Officer’s addresses and presentation to the Annual General Meeting (“AGM”), are appended. This announcement has been approved for rel
Slide 2: Chairman's Address
Chairman’s Address As Chair and on behalf of the Board of Directors, it is my pleasure to welcome you to the 2023 Annual General Meeting for Centrepoint Alliance. Since our last AGM, Centrepoint Alliance has continued to develop substantially, and your company now commands an enviable position in a
Slide 3: Chairman's Address (continued)
front of clients. This will also lead to more efficiencies so that they can both improve and maximise the financial situation of their existing and new clients. Australia has one of the world's most complex financial environments for individuals to navigate and almost all Australians need support to
Slide 4: Chief Executive Officer's Address
Chief Executive Officer’s Address I’d like to take this opportunity to update shareholders on four important areas of business performance. Firstly, how we are positioned and our operating strengths. Secondly, provide clarity on how we plan to leverage these strengths and grow the business with our
Slide 5: CEO Address (continued)
education, practice management consulting and importantly the strategic partnerships we have with asset managers, platform providers, insurance companies and other service providers. We are also developing new capabilities. By leveraging the capability we have with our broking aggregation business,
Slide 6: FY24 Outlook comments
Finally, some comments on the outlook for FY24. We remain very positive despite the volatility and uncertainty in investment markets with the wars in the Ukraine, the Middle East and the large dispersion of analyst views of key economic indicators. During times of uncertainly the demand for advice i
Slide 7: Annual General Meeting November 2023
For personal use only ANNUAL GENERAL MEETING ASX: CAF 10 November 2023
Slide 8: 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 2023 and the Appendix 4E lodged with the Australian Securities Exchange by Centrepoint Alliance Limite
Slide 9: Chairman's Remarks
For personal use only CHAIRMAN’S REMARKS Simon Swanson
Slide 10: CEO Address
For personal use only CEO ADDRESS John Shuttleworth
Slide 11: Agenda
Agenda For personal use only 1 Operating strengths and positioning 2 ‘Adviser-centred’ growth strategy 3 Acquisition of Financial Advice Matters 4 FY24 outlook 5
Slide 12: Operating strengths – 2023
Operating strengths – 2023 For personal use only 1. 2. 3. 4. Strengthened our Benefiting from a Clear number three Adviser recruitment position as a leading scalable and efficient in the market, based and retention is one provider of Licensee operating model with on adviser rankings of the best in t
Slide 13: Advisers are at the centre of Centrepoint Alliance's strategy
Advisers are at the centre of Centrepoint Alliance’s strategy BUSINESS SNAPSHOT Portfolio Adviser Funds under advice $65 billion1 For personal use only administration Cloud services Insurance in force premiums $1 billion2 Managed Digital accounts advice Licenced Advisers ACQUISITIONS Firms 356 Strat
Slide 14: Acquisition of Financial Advice Matters (FAM)
Acquisition of Financial Advice Matters (FAM) • Entered into a binding agreement to acquire 100% of Brisbane-based For personal use only financial planning business FAM • FAM is one of the largest corporatised financial planning groups in Queensland • Established in current form in 2015 • FAM provid
Slide 15: Key transaction details
Key transaction details For personal use only • FAM $6.1 million in FY23 • Full year EBIT contribution to Centrepoint in the range of $1.1 million to $1.5 million in first twelve months of operations • Total potential consideration of $10 million cash funded from Centrepoint’s existing cash reserves
Slide 16: We are very positive about FY24 despite global uncertainty
We are very positive about FY24 despite global uncertainty Uncertainty in investment markets (both upside and downside risk) with war in Ukraine, Middle For personal use only East and large dispersion of economic indicators Demand for advice is high as customers need an investment professional to he
Slide 17: END
For personal use only END
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