Australian Wealth Advisors Group Ltd. · ASX:WAG
Australian Wealth Advisors — The Australian Wealth Advisors Group — Investor Presentation (April 2024)
14 slides from Australian Wealth Advisors's investor presentation, Apr 16, 2024
Slide 1: Corporate Presentation April 2024
For personal use only Corporate Presentation April 2024
Slide 2: About Us
About Us For personal use only AWAG is a diversified financial services firm that has 3 prime chapters of operations: 1. Corporate, Activist Investment 2. Funds Management 3. Financial Wealth Management and Advisory AWAG’s objective is to build out 2 stable profitable operating businesses, as well a
Slide 3: Board of Directors
Board of Directors Lee Mike IaFrate Fitzpatrick For personal use only Chairman Non-Executive Director Mark Paul Stephen Young Non-Executive Director Non-Executive Director David Slack Non-Executive Director Page 2
Slide 4: Management Team
Management Team Brad King Austin Ngo Group Development Armytage Director & For personal use only Manager Portfolio Manager Sam Adigrati Anshu Raghuvanshi CHPW Chairman Company Secretary Ray Werden Patrick Trindade Operations Manager Investor Relations Page 3
Slide 5: Corporate Timeline
Corporate Timeline For personal use only 2021 AWAG Incorporated - Capital Raise $2m 2022 Acquisition of Dealer Group CHPW Financial 2023 Acquisition of Fund Manager Armytage Private 2024 Listing of AWAG (ASX:WAG) and Capital Raise $5m Page 4
Slide 6: Corporate Structure
Corporate Structure AWAG For personal use only Funds Corporate Financial Management Activist Services Investment Armytage Private 8.4% of EP1 CHPW dealer group $300m+ FUM 23 advisers $1.1b FUA Page 5
Slide 7: AWAG structure: Board, divisions and services
AWAG Board Financial Funds For personal use only Wealth Management Corporate Services CHPW Armytage Mergers & (AFSL) Private Acquisitions Other Finance & AFSLs Credit Lending Individual Advisory Firms (Equity Position) Page 6
Slide 8: Financial Wealth Services Division
Financial Wealth Services Division Operations Manager Ray Werden Mark Stephen Sam Adigrati (Chairman) For personal use only Ray Werden Individual Advisory Firms Ray Werden Growth & Development - across the Division Brad King Page 7
Slide 9: Universe: Corporate Services
Universe Corporate Services For personal use only September 2019 to April 2022, there were 13 corporate transactions via takeover or merger. Our Armytage Micro Cap Activist Fund (MCAF) participated in 11. April 2022 to February 2024, there was only 1 completed takeover: CountPlus takeover of Diverge
Slide 10: Funds Management and Financial Services strategy
Funds Management Armytage Private Strategic growth strategies being adopted For personal use only (partnerships ...) Financial Services CHPW Dealer Group Acquire further strategic dealer groups Organic growth of onboarding advisers Establish a portfolio of strategic investments in Financial Planning
Slide 11: Small Cap Activity Case Studies
Small Cap Activity Case Study 1 HUB purchased a stake in Diverger, then a For personal use only merger between Diverger and Count Landscape Large Financial Institution Case Study 2 Crestone/Escala/Shaws purchased dealer groups Conflicted Large Financial Institutions in Australia. Overseas acquisitio
Slide 12: WAG Offering
For personal use only WAG Offering Financial Services acquisition model Business succession development Funds management offering Page 11
Slide 13: Attributes and Objectives
Attributes and Objectives Very experienced board with long track record of successful For personal use only corporate deals and outcomes. Very experienced and capable executive management. Well resourced and connected Board. Willingness to be active in corporate market activity Impartial. Highly foc
Slide 14: Get in Touch
For personal use only www.awag.au info@awag.au 03 9674 0600 Level 5, 30 Collins Street, Get in Touch Melbourne VIC 3000
The Australian Wealth Advisors Group — Investor Presentation (April 2024) on 6ix