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Investsmart Group Ltd
Level 2, 66 Clarence Street
Phone: +61 290802372p:+61 290802372 SYDNEY, NSW  2000  Australia Ticker: INVINV
Business Summary
InvestSMART Group Ltd is an Australia-based digital wealth advisor. The Company advises to retail investors seeking a low-cost investment model. It is engaged in the provision of financial services and products to retail investors in particular in the areas of funds management, wealth management and personal insurance. The Company's subsidiaries include The Intelligent Investor Distribution Pty Ltd, Intelligent Investor Holdings Pty Ltd, InvestSMART Financial Services Pty Ltd, InvestSMART Funds Management Ltd, InvestSMART Advice Pty Ltd, Yourshare Financial Services Pty Ltd, InvestSMART Insurance Pty Ltd, van Eyck Group Holdings Pty Ltd, Eureka Report Pty Ltd, and Kohler and Company Pty Ltd.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-------

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
6/30/20246/30/2024Yes----

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Chairman of the Board Paul H.Clitheroe 68 2/24/2016 11/26/2014
Chief Executive Officer, Managing Director, Executive Director Peter RonaldHodge 53 2/24/2016 4/1/2015
General Counsel, Company Secretary CatherineTeo 1/31/2022 2/12/2019
Non-Executive Lead Independent Director MichaelShepherd 72 3/1/2014 3/1/2014
Director EffieZahos 53 9/30/2024 11/11/2020

Business Names
Business Name
AWI
Fat Prophets Australia Fund Limited
Fat Prophets Australia Fund Ltd
INV
InvestSMART Financial Services Pty Ltd.

General Information
Outstanding Shares: 110,882,537 (As of 6/30/2024)
Shareholders: 1,011
Stock Exchange: ASX
Fax Number: +61 290802378


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Friday, November 22, 2024