Insignia Financial

21105
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Contact person
National Sales Manager – Platform Solutions
Andrew Rockliff
  • Details
  • What we do
OVERVIEW

Who we are

As at 31 December 2025,  Group funds under management and administration (FUMA) amoutn to $342.0 billion*

We have 2,800 employees and offices in every major Australian city

 

 

Financial advice

Our employed advice businesses, Bridges and Shadforth, provide financial advice options along the spectrum – from guidance and coaching to episodic and holistic advice, based on client needs.

Superannuation

As one of the largest superannuation and pension providers in Australia, we offer a number of award-winning solutions used by many of Australia’s largest employers and independent advisers.

Wrap platforms

We have built a strong and contemporary technology platform and remain committed to investing in technology and our services to support the changing needs of advisers and their clients.

Asset management

We offer access to a broad suite of investment capabilities across a range of multi-asset and single asset classes, designed to suit a wide range of investor needs and risk profiles.

Our investment management is driven by a highly skilled team of investment professionals, operating out of Australia, the USA and UK.

 

 

 

 

Contact us

 

Phone
0414 443 236