FY17 INVESTOR PRESENTATION
24 AUGUST 2017
Full Year 2017 Results Centrepoint Alliance Limited ASX:CAF
24 August 2017
1
FY17
HIGHLIGHTS$5.3m EBITDA from continuing operations up 33%.$6.5m NPAT
up 51%
98 new advice firms recruited over last 2 years representing over 200 advisers
$3.7bn in Funds under Management and Administration up 19%
$1.1bn in gross inflows up 24%
Revenues up 11% and cost to income ratio improved 5%
$18.0m in fully franked dividends paid or announced
Entered Accountant wealth market through strategic investment in RFE Pty Ltd
Entered Life insurance market through strategic investment in Australian Life Development Pty Ltd
Strong engagement with adviser net promoter score of +30 and staff engagement of 81%
Premium Funding
sold for $21.4m
Strategic
VISIONwe
believe all Australians deserve to
feel financially secure and have a positive wellbeing
To be the most trusted and respected wealth management organisation in Australia and in doing so, aspire to create leading business lines in:
Wealth Advice
Funds Management Life Insurance
Attractive markets
Demographic and regulatory driven growth
Benefiting from adviser and client distrust of institutions
Client and Adviser driven
Focus on each clients' needs, financial security and wellbeing
Supporting advisers is at the core of everything we do
Sustainable. meets regulator and community expectations
Create an experience which generates strong advocacy
IP competitive advantage
Use digital tools to lower costs, improve compliance and client experience
Maintain open architecture systems and flexible curious culture enabling access to leading services and expertise
Scale advantage
Maintain and use scale to benefit (i.e. price, expertise, financial strength) our clients, advisers and shareholders
Use corporate expertise to deliver consistent reliable services
Centrepoint's
SCALE ADVANTAGE 1 in 5Australian AFSL advice licensees
1 in 3non-institutional
advisers
$25bnin funds under advice amongst
advisers
1 in 13financial advisers
50,000prospective accounting clients in RFE's 1st year
$3.7bnin FUMA
Largest distributorof life insurance in life insurance marketFY17 Investor Presentation, 24 August 2017 Management estimate referenced to ASIC register 4
Centrepoint Alliance Limited published this content on 24 August 2017 and is solely responsible for the information contained herein.
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