Centrepoint Alliance (ASX: CAF) — Company Overview, News & Financial Data
Centrepoint Alliance is an Australian financial services network offering compliance and technology solutions to financial advisers.
Centrepoint Alliance
Centrepoint Alliance is a provider of financial advice, licensee, lending, and investment platform solutions to financial advisers and mortgage brokers across Australia. The company delivers Australian Financial Services Licence coverage and support services to a network of over 500 authorised representative advisers, as well as licensee services to more than 200 self-licensed financial planning practices. Its operations comprise advice licensee support, lending aggregator solutions with access to over 100 lenders, managed account and portfolio management platforms, and advice technology consulting. Headquartered in Sydney, New South Wales, the company supports wealth management practices in delivering compliant financial advice and credit solutions.
Snapshot
Operations
Products and/or services of Centrepoint Alliance
- Licensee and Advice Services: Provides Australian Financial Services Licence (AFSL) coverage, governance, compliance oversight, and practice management support to a network of over 500 authorised representative financial advisers operating across Australia.
- Self-Licensed Firm Services: Delivers tailored compliance, licensee, and practice management services to more than 200 self-licensed financial advice firms seeking independent operational infrastructure and ASIC regulatory application assistance across Australian markets.
- Lending Infrastructure and Aggregation: Operates a Lending as a Service platform providing financial advisers and mortgage brokers with credit licensing, compliance support, and direct access to over 500 loan products from more than 100 panel lenders.
- Managed Accounts and Investment Solutions: Constructs research-driven model portfolios and operates the VMAPS managed account solution, providing financial advisers with access to global investment managers, exchange-traded funds, and implemented portfolio structures.
- Portfolio Management Platform: Delivers the IconiQ portfolio management platform, enabling financial advisers to execute trades, monitor client asset allocations, administer client portfolios, and generate comprehensive financial reporting across diversified Australian investment accounts.
- Advice Technology and Consulting: Operates Enzumo consulting to integrate financial planning software, configure Xplan systems, and provide pre-built software templates through Enzumo Xpress, optimizing workflow efficiency for dealer groups and advice practices.
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