Stock SWF SELFWEALTH LIMITED
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Company SelfWealth Limited

Equities

SWF

AU000000SWF8

Investment Banking & Brokerage Services

Market Closed - Australian S.E.
Other stock markets
 03:45:20 21/05/2024 BST 		5-day change 1st Jan Change
0.13 AUD 0.00% Intraday chart for SelfWealth Limited -7.14% -21.21%
04-16 SelfWealth Limited announces an Equity Buyback for 23,430,413 shares, representing 10% of its issued share capital. CI
04-16 SelfWealth Limited's Equity Buyback announced on October 4, 2023, has expired. CI

Business Summary

Selfwealth Limited is an Australia-based company, which is engaged in providing flat fee brokerage services in Australia. Its principal activities consist of online, low-cost share trading services. It offers a brand-new solution to an age-old investment problem-how to empower investors to make informed decisions without paying exorbitant brokerage fees. It offers a brokerage structure via the Selfwealth adviser platform. Its flat-fee model is the solution for its clients who want to save on brokerage costs. With its comprehensive platform, clients can easily explore new investment opportunities and seize exciting prospects in global markets. It supports a variety of accounts: companies, trusts, self-managed super fund, minor, joint, and individual accounts. It helps investors to invest in various markets, such as Australian Market, United States Market and Hong Kong Market. Its market analysis, stock screener tool and various stocks help investors to find investment opportunities.

Sales per Business

AUD in Million2022Weight2023Weight Delta
Interest
69.4 %
6 28.9 % 20 69.4 % +247.52%
Equities Trading
28.6 %
14 67.9 % 8 28.6 % -39.06%
Membership Subscription
2.0 %
1 2.8 % 1 2.0 % +1.22%
Other
0.1 %
0 0.4 % 0 0.1 % -58.63%

Sales per region

AUD in Million2022Weight2023Weight Delta
Australia
100.0 %
20 100.0 % 29 100.0 % +44.87%

Managers

Managers TitleAgeSince
Craig Keary CEO
 Chief Executive Officer - 23/10/23
Foti Stavrakis COO
 Chief Operating Officer - 30/09/22
Tania DeVincentis CMP
 Compliance Officer - -
Alex Clarke Groom SAM
 Sales & Marketing - -
Brendan Mutton SAM
 Sales & Marketing - -
Jonathan Swain SEC
 Corporate Secretary - 08/05/23
Paul Cullinan PRN
 Corporate Officer/Principal - 08/05/23

Members of the board

Members of the board TitleAgeSince
Paul Clark BRD
 Director/Board Member - 18/04/23
Christine Christian CHM
 Chairman 66 18/04/23
Adam Lewis BRD
 Director/Board Member - 11-14
Emanuel Ajay Datt BRD
 Director/Board Member - 15/02/23

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 235,509,569 128,853,023 ( 54.71 %) 0 54.71 %

Shareholders

NameEquities%Valuation
Abadi Investments Pty Ltd.
12.15 %
28,464,366 12.15 % 2 M $
Cath Whitaker
0.0896 %
210,000 0.0896 % 17 728 $

Company contact information

SelfWealth Ltd.

130 Lonsdale Street North End

3000, Melbourne

+

http://www.selfwealth.com.au
address SelfWealth Limited(SWF)

Sector

Financials
Banking & Investment Services
Investment Banking & Investment Services
Investment Banking & Brokerage Services
Other Investment Banking & Brokerage Services

Sales per Business

Sector Other Investment Banking & Brokerage Services

1st Jan change Capi.
SELFWEALTH LIMITED Stock SelfWealth Limited
-21.21% 20.34M
MORGAN STANLEY Stock Morgan Stanley
+8.51% 163B
THE GOLDMAN SACHS GROUP, INC. Stock The Goldman Sachs Group, Inc.
+21.49% 157B
CHARLES SCHWAB Stock Charles Schwab
+14.31% 144B
CITIGROUP INC. Stock Citigroup Inc.
+24.38% 120B
CITIC SECURITIES COMPANY LIMITED Stock CITIC Securities Company Limited
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RAYMOND JAMES FINANCIAL, INC. Stock Raymond James Financial, Inc.
+12.04% 25.94B
CSC FINANCIAL CO., LTD. Stock CSC Financial Co., Ltd.
-3.91% 21.35B
LPL FINANCIAL HOLDINGS INC. Stock LPL Financial Holdings Inc.
+17.35% 20.13B
NOMURA HOLDINGS, INC. Stock Nomura Holdings, Inc.
+41.68% 17.34B
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