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- Investment Administration
- Level 6, 161 Collins St, Melbourne 3000, VIC
- 1800 062 963 1800 558 539
National Sales Manager – Platform SolutionsCraig Joscelyne (+)0488314968
Who we are
Today, IOOF is the largest independent financial services group in Australia. We are an ASX top 100 company with $143 billion (as at 31 March 2017) in FUMAS, and we currently provide services to more than 600,000 customers around Australia.
Our broad range of products and services means that our ability to provide tailored solutions to help our clients achieve their financial goals is unparalleled. IOOF operates four divisions including Financial Advice and Distribution, Platform Management and Administration, Investment Management, and Trustee Services. Within each division we promote a variety of brands.
Financial Advice and Distribution Services
As a group, IOOF is made up of a number of leading brands that provide financial advice, superannuation, investments, and estate and trustee services.
In an increasingly complex and competitive wealth management industry, we are continually sharpening our focus as a specialist provider of solutions that assist advisers build maintain and protect the wealth of our clients. Our platforms play a vital role in achieving this goal. In addition to our market leading “Pursuit” platform, purpose built for advised clients, we offer a retail superannuation platform – IOOF Employer Super.
As an advice led organisation, we have also partnered with a number of platform providers to provide advisers maximum choice.
Through our investment management expertise, we offer a range of highly rated investment products including two ranges of multi-manager funds. IOOF MultiSeries is a range of funds predominantly actively managed at a lower cost when compared to other active funds, whilst IOOF MultiMix is our fully active alternative. IOOF also offers a Managed Portfolio service for advisers looking for research driven robust portfolios delivered seamlessly. For those searching for a tax effective investment that’s also accessible, we also offer an investment bond – IOOF WealthBuilder.
We offer wills and estate planning, estate administration, personal trustee services, philanthropy, self-managed super fund (SMSF) solutions and corporate trust services.
IOOF eliminates the complications associated with your advice business by offering you a choice of leading platform solutions from a range of providers.
We offer the following platforms which support Managed Accounts:
Asset Administrator powered by BT Panorama
This platform supports both SMA and MDA solutions. The Managed Portfolios (SMAs) include the most popular sector specific and diversified models from range of providers.
Symetry Active powered by Colonial First State
This platform supports our IOOF MDA solution, Managed Portfolio Service (MPS). We offer a range of models with a simplified bundled fee solution.
IOOF can partner with Licensees to help determine the right Managed Account solution on the right platform.