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CENTREPOINT ALLIANCE LIMITED

CAFFinancial ServicesSydney, Australia

Centrepoint Alliance Limited, together with its subsidiaries, provides financial advice and licensee support services in Australia. It operates through Licensee and Advice Services, Fund Management and Administration, and Consulting Services segments. The company offers Australian financial services, mortgage broking services, financial planning, and advice services to end clients; and investor directed portfolio services, investment management services to advisers and its clients, and promoter and investment services, as well as consulting services for self-licensed advisers and licensees. It also provides lending solutions, such as residential, commercial, small business finance, car loans, and equipment finance; asset refinance; an online CRM and loan origination system; compliance, and training and education services; business development; and access of cloud-based digital lending platform and CRM system. In addition, the company offers license services for alliance wealth, and professional investment services or matrix planning solutions; portfolio services for investment and superannuation; and superannuation and retirement planning, investment planning, life insurance, debt management, aged care, and estate planning. Further, the company offers governance and compliance, community network, research, technical support, software, and AFSL application and onboarding; and technology services that includes advice technology, enzumo consulting, and enzumo express. The company was formerly known as Alliance Finance Corporation Limited and changed its name to Centrepoint Alliance Limited in September 2005. Centrepoint Alliance Limited was founded in 1982 and is headquartered in Sydney, Australia.

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CENTREPOINT ALLIANCE LIMITED at a glance

CENTREPOINT ALLIANCE LIMITED is a financial services company headquartered in Sydney, Australia. It is publicly listed (CAF) with a market capitalisation of $52.3M. Xcout tracks 5 named people at CENTREPOINT ALLIANCE LIMITED, including Kar Heng Cheung (Portfolio Manager).

Industry
Financial Services
Headquarters
Sydney, Australia
Market cap
$52.3M
Employees
2,000
Ticker
CAF

CENTREPOINT ALLIANCE LIMITED leadership

  • Kar Heng CheungPortfolio Manager
  • Munib Mohammad MadniPortfolio Manager
  • Samuel Gene RheePortfolio Manager
  • Patricia A MaleskiDirector
  • Richard GouldDirector

CENTREPOINT ALLIANCE LIMITED competitors

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WT FINANCIAL GROUP LIMITEDWTL · Financial ServicesSydney, Australia
67% matchPublic

WT Financial Group Limited, an Australian company established in Sydney in 2014, offers a wide array of financial services, operating through distinct Business-to-Business (B2B) and Direct-to-Consumer (D2C) segments. The firm provides comprehensive support to its business clients, including licensing, compliance and risk management, professional education and training, technical assistance, and practice development services, which incorporate consumer marketing and educational resources. For its direct clients, WT Financial Group delivers services encompassing financial planning, investment guidance, product distribution, mortgage finance and brokerage, accounting, and Self-Managed Superannuation Fund (SMSF) administration. The company also offers expert advice on wealth management, retirement planning, investment strategies, mortgages, and taxation, covering planning, structuring, and the preparation and lodgement of tax returns. Its product offerings are diverse, featuring superannuation investments, insurance, general finance options, equities, and both direct and SMSF-held residential and commercial properties for retail and wholesale clients. Additionally, it provides specialized home loan solutions for private wealth clients. The company previously traded as Spring FG Limited before changing its name to WT Financial Group Limited in November 2019.

Market cap$43.8M
Employees41
WT FINANCIAL GROUP LIMITED competitors & alternatives →

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