IOOF Holdings Overview

  • Founded
  • 1845
Founded
  • Status
  • Public
  • Employees
  • 2,000
Employees
  • Stock Symbol
  • IFL
Stock Symbol
  • Investments
  • 8
  • Share Price
  • $3.15
  • (As of Wednesday Closing)

IOOF Holdings General Information

Description

IOOF provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. IOOF's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also owns finance dealer groups that provide compliance and other administrative services to financial planners operating under the dealer group's licence. Furthermore, IOOF offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from IOOF aligned advisors. Lastly, the firm has an investment management segment that manages predominantly multimanager funds.

Contact Information

Website
www.ioof.com.au
Ownership Status
Publicly Held
Financing Status
Corporation
Primary Industry
Asset Management
Other Industries
Consulting Services (B2B)
Stock Exchange
ASX
Primary Office
  • Level 6
  • 161 Collins Street Melbourne
  • Melbourme, Victoria 3000
  • Australia

IOOF Holdings Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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IOOF Holdings Stock Performance

(As of Wednesday Closing)

Stock Price Previous Close 52 wk Range Market Cap Shares Average Volume EPS
$3.15 $3.15 $2.00 - $3.53 $2.04B 649M 2.46M $0.13

IOOF Holdings Financials Summary

In Thousands,
USD
TTM 31-Dec-2020 FY 2020 30-Jun-2020 FY 2019 30-Jun-2019 FY 2018 30-Jun-2018
EV 248,984 683,745 924,867 1,928,243
Revenue 879,543 768,194 696,075 698,473
EBITDA 138,433 93,526 (47,138) 152,717
Net Income 59,425 98,439 20,421 68,398
Total Assets 3,739,828 2,926,214 2,594,929 2,299,902
Total Debt 78,905 393,206 302,725 2,593
Public Fundamental Data provided by Morningstar, Inc. disclaimer

IOOF Holdings Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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IOOF Holdings Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
IOOF provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business mo
Asset Management
Melbourme, Australia
2,000 As of 2018
00000
000000000 00000

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00000 0000000000
Toronto, Canada
000 As of 0000
00.00 0000-00-00
000000&0

00000000

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00000 0000000000
Sydney, Australia
000 As of 0000
000.00
000000000 000.00
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IOOF Holdings Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Richardson GMP Corporate Backed or Acquired Toronto, Canada 000 000000&0
00000000 000000000 Corporate Backed or Acquired Sydney, Australia 000 000.00 000000000 000.00
00000 0000000000 0 Formerly PE-Backed Baar, Switzerland 000000000000
You’re viewing 3 of 3 competitors. Get the full list »

IOOF Holdings Executive Team (28)

Name Title Board Seat Contact Info
Renato Mota Chief Executive Officer, Managing Director & Board Member
Frank Lombardo Chief Operating Officer
Sharam Hekmat Chief Information Officer
Stanley Yeo Portfolio Manager of Strategy and International Equities& Deputy Chief Investment Officer
Dan Farmer Chief Investment Officer
You’re viewing 5 of 28 executive team members. Get the full list »

IOOF Holdings Board Members (6)

Name Representing Role Since
00000 000000000 IOOF Holdings Independent Non-Executive Director & Chairman of the Remuneration Committee & Member of the Group Audit Committee 000 0000
000000000 00000 Self Independent Non-Executive Director, Member of the Remuneration Committee & Chairwoman of the Risk and Compliance Committee 000 0000
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IOOF Holdings Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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IOOF Holdings Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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IOOF Holdings Investments & Acquisitions (8)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 000000000 31-May-2021 000000000000000000 00.000 Specialized Finance
000000000000 00000 01-Oct-2018 000000000000000000 Other Financial Services
0000 00000 06-Feb-2018 00000 00000 00 Financial Software
000000000 000 000 16-Oct-2017 000000000000000000 00000 Specialized Finance
National Australia Trustees 28-Sep-2017 Merger/Acquisition Consumer Finance 00000000000 0000000
You’re viewing 5 of 8 investments and acquisitions. Get the full list »

IOOF Holdings Subsidiaries (7)

Company Name Industry Location Founded
SFG Australia Consulting Services (B2B) Sydney, Australia 1999
000 000000000 0000 Corporate Pension Sydney, Australia 0000
000000000000 00000 Other Financial Services Toowoomba, Australia 0000
000 000000000 LP Direct Investments North Sydney, Australia 0000
0000 00000 0000000 Corporate Pension Melbourne, Australia 0000
You’re viewing 5 of 7 subsidiaries. Get the full list »