IOOF

Financial Services - Melbourne, Victoria, AU

IOOF Employees
Allee Revermann

Regulatory Affairs Manager

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Jennifer Twohig

Wodonga Area - Compliance and Professional Standards Officer

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Julie Wise

General Manager Distribution Enablement and Assurance

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Kathryn Schuh

Business Development Officer

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IOOF Details

On 10 Dec 2021, IOOF Holdings Ltd was renamed to become Insignia Financial Ltd our new enterprise brand.While proud of our 175-year heritage as a friendly society, the time had come to have a corporate brand that reflects the organisation today, and the opportunities ahead. Our ambition is for Insignia Financial to be the symbol for financial wellbeing in Australia, making financial literacy, coaching, guidance, advice as well as products and services more accessible to more Australians.Our IOOF products and services will continue to exist and meet the needs of our clients alongside other brands within the group.

IOOF logo, IOOF contact details
Employees: 1000 - 4999
HQ: +61 3 8614 4400
Location: Melbourne, Victoria, AU
Revenue: $1.3 billion
Financial Well Being Financial Literacy Financial Guidance Financial Advice Financial Products Financial Services Wealth Management Superannuation Retirement Planning
IOOF Technologies
Email Providers

Mimecast

Customer Relationship Management

Salesforce

Email Marketing

ExactTarget

Email Delivery

Mailchimp Mandrill

Other

Microsoft Office 365

Hosting

Microsoft Azure Hosting

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Connect with IOOF Executives and Employees

Executive Wealth Management Financial Services is a leading financial services company that provides wealth management solutions to high net worth individuals and institutions. If you're looking for contact information for Executive Wealth Management Financial Services, you've come to the right place. At ConnectPlex.ai, we provide accurate and up-to-date contact information for key decision-makers in the financial services industry. Our AI-powered algorithms ensure that our data is always current and reliable, so you can be sure that you're getting the right contact information for Executive Wealth Management Financial Services. Whether you're looking to connect with the company's executives, financial advisors, or customer service representatives, we've got you covered. Our contact information includes phone numbers, email addresses, and physical addresses, so you can reach out to the right person at Executive Wealth Management Financial Services quickly and easily. With ConnectPlex.ai, you'll be able to establish valuable business connections and take your financial services business to the next level.

Executive Wealth Management Financial Services, located on Level 22 in Sydney, Australia, is a financial services company that specializes in providing financial advice, investment management, and trustee services to its clients. With a revenue range of $100-$500 million and a staff size of 1000-4999 employees, the company is a well-established player in the financial services industry. In December 2021, the company underwent a rebranding and changed its name from IOOF Holdings Ltd to Insignia Financial Ltd. The rebranding reflects the company's ambition to become a symbol for financial wellbeing in Australia, providing accessible financial literacy, coaching, guidance, and advice to more Australians. The company's IOOF products and services will continue to exist alongside other brands within the group, offering a comprehensive range of financial solutions to meet the diverse needs of its clients. Led by a team of experienced management executives, including Genelle (CSM) - Product Owner, Mari Diodati - Product Owner, Joe Botte - Chief Executive Officer, Sharam PhD - Chief Information Officer, and Samuel Lam - Senior Business Analyst and Product owner, Executive Wealth Management Financial Services is committed to providing exceptional financial services to its clients. With a strong focus on financial literacy and education, the company aims to empower its clients to make informed financial decisions and achieve their long-term financial goals.

On December 10, 2021, IOOF Holdings Ltd changed its name to Insignia Financial Ltd. This change was made to better reflect the company's current identity and future goals. Insignia Financial wants to be known as a symbol of financial well-being in Australia, making financial education, guidance, and products more accessible to more people. Don't worry, IOOF's products and services will still be available to meet the needs of our clients, and they will be offered alongside other brands within the company.

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