Founded in 1846 as the Independent Order of Odd Fellows to protect working families, today Insignia Financial Ltd is an ASX Top 200 company and one of Australia’s leading wealth managers.


Finance

Insignia Financial

Scott Hartley

Mel Walls

David Chalmers

Jason Sommer

Anvij Saxena

Mauricio Henriquez

Nicholas Drohan

Kellie Stansell

Simon Dodd

Renee Howie

Lawrence Hastings

Darren Whereat

Michelle Somerville

Andrew Bloore

John Selak

Jodie Hampshire

Gai McGrath

The Data Analysis and Business Intelligence team at Insignia Financial plays a critical role in transforming data into actionable insights to drive strategic decisions and improve client outcomes. This diverse group of analysts and business professionals collaborates to analyze market trends, optimize business processes, and enhance product offerings, ensuring that the company remains a leader in the wealth management industry. Their efforts support data-driven decision-making, foster innovation, and contribute to the overall growth of the organization.

Data Analysis and Business Intelligence

The Software Development and Engineering team at Insignia Financial is responsible for designing, developing, and maintaining innovative software solutions that enhance the company’s wealth management services. This diverse group of experts, including software engineers, quality assurance professionals, and systems architects, collaborates to ensure high-quality deliverables while leveraging the latest technologies to optimize performance and user experience across various platforms. Their efforts are crucial in driving digital transformation and ensuring the reliability and security of Insignia Financial's offerings.

Software Development and Engineering

The Risk Management and Compliance team at Insignia Financial is responsible for identifying, assessing, and mitigating risks across the organization while ensuring adherence to regulatory requirements. They develop and maintain risk management frameworks, conduct compliance assessments, and promote a culture of risk awareness. Additionally, the team collaborates with various departments to implement strategies that enhance operational resilience and support the company's strategic objectives.

Risk Management and Compliance

The Finance and Accounting team at Insignia Financial plays a critical role in managing the company's financial health and compliance. This team oversees financial planning and analysis, tax strategy and reporting, and fund accounting, ensuring accurate financial performance tracking and regulatory adherence. By providing strategic insights and guidance, they support investment decisions and contribute to the overall growth of the company's wealth management services.

Finance and Accounting

The Client Solutions and Customer Experience team at Insignia Financial focuses on enhancing client relationships and delivering tailored financial solutions to meet the diverse needs of clients. This team ensures a seamless customer journey by integrating personalized service, effective communication, and innovative digital engagement strategies, all aimed at fostering long-term loyalty and satisfaction among clients. Additionally, they play a key role in optimizing the organization’s service offerings and operational efficiencies within wealth management.

Client Solutions and Customer Experience

The Leadership Team at Insignia Financial drives the strategic vision and operational excellence of the company, fostering a culture of collaboration and innovation. Comprising key executives, including the Chief Financial Officer and Chief Operating Officer, the team focuses on optimizing financial performance, enhancing client services, and ensuring regulatory compliance while guiding the overall direction of the organization to meet the evolving needs of clients and the market.

Insignia Financial

Org chart

Board & advisors

Teams

Data Analysis and Business Intelligence

Software Development and Engineering

Risk Management and Compliance

Finance and Accounting

Client Solutions and Customer Experience

Leadership Team

Offices

Insignia Financial

Org chart

Board & advisors

Teams

Data Analysis and Business Intelligence

Software Development and Engineering

Risk Management and Compliance

Finance and Accounting

Client Solutions and Customer Experience

Leadership Team

Offices

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