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Clime Investment Management Limited
L12,20 Hunter St
Phone: +61 300788568p:+61 300788568 SYDNEY, NSW  2000  Australia Ticker: CIWCIW

Business Summary
Clime Investment Management Limited is an Australia-based company. The principal activity of the Company and its subsidiaries include the provision of integrated wealth solutions to clients by operating under the Australian Securities and Investments Commission (ASIC) granted Australian Financial Services Licenses (AFSLs). Its Investment Management segment provides a range of investment management services through Clime Asset Management Pty Ltd, CBG Asset Management Limited and Ralton AM Pty Limited businesses. Its private wealth business through Clime Private Wealth Pty Limited, MTIS Wealth Management Pty Limited, and Investment Strategists Accounting Services Pty Limited delivers private wealth advisory services for its wholesale, sophisticated and retail clients. Its Licensee Services segment includes the businesses of Madison Financial Group Pty Limited, AdviceNet Pty Limited, WealthPortal Pty Limited, ProActive Portfolios Pty Limited, and Optimise Advice Services Pty Limited.
(Source: F-4)

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

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
12/31/20236/30/2023Yes----

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Non-Executive Chairman of the Board John B.Abernethy 62 4/22/2021 11/17/1994
Chief Executive Officer AnnickDonat 5/1/2021 5/1/2021
Chief Financial Officer TusharKale 9/4/2023 9/4/2023
5 additional Officers and Directors records available in full report.

Business Names
Business Name
CIW
Clime Investment Management Limited
Loftus Capital Partners Limited
Madison Financial Group

General Information
Number of Employees: 7 (As of 6/30/2005)
Outstanding Shares: 71,160,265 (As of 12/31/2023)
Shareholders: 507
Stock Exchange: ASX
Fax Number: +61 289172155


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Wednesday, April 17, 2024