Insignia Financial | Company Profile
Contact Information
Industry & Market
Company Metrics
Funding Information
Headcount Distribution
By Department
Department Breakdown
Technology Stack
Analytics & Tracking
Keywords & Focus Areas
Insignia Financial
Overview
Insignia Financial Ltd is a prominent Australian financial services company, publicly listed on the ASX 200 under the code IFL. With a history dating back to 1846, it operates from its headquarters in Docklands, Victoria, and serves about two million customers across Australia, managing and administering around AUD 330.3 billion in funds.
The company offers a wide range of services, including personalized financial advice, investment management, superannuation and pension solutions, and estate and trustee services. It operates under several well-known brands, such as Bridges, Shadforth, and MLC, providing diverse financial products for individual and institutional clients. Insignia Financial is committed to sustainability and social responsibility, maintaining carbon neutrality in its Australian operations and supporting community initiatives through its charitable foundation.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1846 |
| Revenue | AUD 1.3B |
| Headquarters | 800 Bourke St, Melbourne, Victoria 3008, Australia |
| Alexa Ranking | 730901 |
Contact Details
- Phone: 61-49-100-103-722
- Website: insigniafinancial.com.au
- LinkedIn: linkedin.com/company/insignia-financial
Key Focus Areas & Initiatives
- Financial literacy programs
- Retirement savings management
- Financial solutions
- Sustainable finance
- Responsible investment strategies
- Fiduciary services
- Tax planning
- Regulatory compliance
- Superannuation
- Estate planning
- Asset management for super funds
- Asset under management
- Financial wellbeing
- Client engagement in finance
- Financial technology
- Investment strategies
- Investment risk assessment
- Financial wellbeing initiatives
- Financial market analysis
- Superannuation fund management
- Investment platforms
- Operational efficiency
- Financial innovation
- Trustee services
- Superannuation funds
- Financial security
- Digital wealth platforms
- Client-focused financial planning
- Asset management services
- Retirement planning
- Wealth transfer services
- Heritage financial services
- Wealth accumulation strategies
- Client advisory
- Client relationship management
- Wealth management for families
- Wealth management
- Wealth accumulation
- Asset growth strategies
- Portfolio management
- Financial advice platform
- Risk management
- Coaching
- Financial planning advice
- Sustainable investment funds
- Sustainability
- Investment portfolios
- ESG-focused asset management
- Financial literacy
- Financial advice technology
- Digital advice
- ESG investing
- Asset allocation
- Retirement solutions
- Client-centric
- Employee benefits
- Digital financial services
- Australian wealth management
- Wealth advisory
- Responsible investment
- Trustee and estate services
- Legacy estate services
- Client onboarding
- Financial risk management
- Investment management
- Retirement income solutions
- Financial planning
- Financial advisory
- Financial advice for retirees
- Customer experience
- Financial compliance
- Digital financial advice tools
- Investment advisory
- Digital transformation
- Client-centric wealth solutions
- Wealth management platform
- Corporate governance
- Regulatory reporting
- Wealth protection
- Corporate responsibility
- Fiduciary trustee services
- Superannuation administration
- Client engagement
- Financial data analytics
- Pension solutions
- Personal finance
- Budget planning
- Client impact
- Social impact
- Digital advice tools
- Financial counselling
- Diversified financial solutions
- Community engagement
- Charitable foundations
- D&I initiatives
- Career development
- Workplace solutions
- Technology integration
- Financial coaching
- Portfolio administration
- Holistic advice
- Financial guidance
- Retirement security
- ESG strategies
- Reconciliation
- Volunteer opportunities
- Client operations
- Market insights
- Shareholder engagement
- Financial education
- Employee wellness
- Transparency in investing
- Stakeholder cooperation
- Personalized investment strategies
- Finance
- Law practice
- Legal services
- Finance technology
- Information technology & services
- Environmental services
- Renewables & environment
- Financial consulting
- Consulting
- Management consulting
Technologies Used
- AI
- Akamai
- Google Tag Manager
- Mailchimp Mandrill
- Microsoft Office 365
- Mimecast
- Mobile Friendly
- Salesforce
- Sophos