Our story - Insignia Financial

Helping create financial wellbeing for Australians

Founded in 1846 as the Independent Order of Oddfellows (IOOF) to protect working families, we’ve been at the side of Australians for nearly 200 years. To better reflect the organisation we’ve become, following the significant acquisitions of the advice, super and investment businesses of ANZ and MLC, we changed the name of our parent company in December 2021 to Insignia Financial. Today we are a leading Australian wealth manager, working every day to deliver what matters for Australians – security, peace of mind and financial wellbeing.

Our purpose is ‘Understand me, look after me, secure my future’, and our goal is to help more Australians achieve financial wellbeing. We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable. This is how we invest in a future that’s better for everyone.

The breadth of our financial expertise, the strength of our financial position and our investment in innovation means we can meet the evolving financial needs of a wide range of Australians – from those starting their careers to those enjoying retirement.

We provide security in retirement through superannuation and pensions, wealth accumulation through asset management, ease of portfolio administration through our investment platforms and expert, personalised guidance through our financial advice teams.

Key facts

Financial

ASX 200 company (ASX code: IFL)
Group funds under management and administration (FUMA): $319.6 billion*

People

~ 4000 employees
Offices in every major Australian city

ESG

Carbon neutral across Australian business operations
Our Innovate Reconciliation Action Plan was endorsed by Reconciliation Australia in June 2023
More than $17 million distributed as grants by our charitable foundation to Australian communities

*As at 30 September 2024