
About Centrepoint Alliance
Centrepoint Alliance (ASX:CAF) operates as a financial services network in Australia, providing a comprehensive suite of business support solutions to over 500 licensed financial advisers. Their core offerings span two key areas: 1. Advice Solutions: They equip advisers with compliance, technology, and practice management tools, enabling them to run efficient and compliant businesses. This includes licensing services, technology platforms, marketing support, and professional development. 2. Lending Solutions: Centrepoint Alliance facilitates access to a diverse panel of lenders through their "Lending as a Service" (LaaS) model. This benefits both advisers and their clients by simplifying the loan application process and offering competitive rates. Essentially, Centrepoint Alliance acts as an overarching advisory for financial advisers, allowing them to focus on providing quality financial advice to their clients, while the company handles the operational and administrative heavy lifting.
Snapshot
Operations
Products and/or services of Centrepoint Alliance
- Lending as a Service: helps financial advice firms build compliant lending businesses, enabling clients to receive optimal advice on their loans and save thousands annually on interest.
- Investment management services: utilise a research-driven best-of-breed approach for model portfolio construction, accessing top investment managers through multiple platforms.
- Advice technology: sources and reviews market-available solutions, allowing clients to focus on business operations.
- Enzumo consulting: specialises in customising financial planning software in Australia and abroad.
- Enzumo Xpress: a customised Xplan version and a fully hosted and maintained platform to help customers with their customers.
Centrepoint Alliance executive team
- Mr. John G. ShuttleworthChief Executive Officer
- Mr. Brendon M. GlassChief Financial Officer
- Ms. Tara FoulkesGroup Executive of Risk & Compliance
- Ms. Nicole AlexanderHead of Licensee Standards of Licensee Solutions & Financial Advice
- Mr. Rahul SharmaHead of Business Performance
- Ms. Kim LarkinCompany Secretary
- Mr. Kevin FrostHead of Lending