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Insignia Financial

Industry: Comprehensive, Comprehensive, Comprehensive
Headquarters: Docklands, VIC
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Scott Hartley
Chief Executive Officer
Appointment
February 2024
Chris Weldon
Chief Client Officer
Appointment
January 2024
Gai McGrath
Director
Appointment
October 2023
James Ng
General Manager - Cyber Security
Appointment
October 2023
Renato Mota
Chief Executive Officer
Departure
October 2023
Andrew Rockliff
State Manager - New South Wales
Appointment
August 2023
Darren Whereat
Chief Executive
Appointment
July 2023
Anvij Saxena
Chief Risk Officer
Appointment
May 2023
James Tayler
Head of Responsible Investing
Appointment
June 2022
Daniel Farmer
Chief Investment Officer
Appointment
June 2022
Sarah Burley
Chief Member Officer
Appointment
July 2021
Orla Cowan
Head of Investment Governance
Appointment
June 2021
Sawsan Howard
Chief corporate affairs and marking officer
Appointment
May 2021
Garry Mulcahy
Chief asset management officer
Appointment
May 2021
Phil Thew
Head of Shadforth NSW & ACT
Departure
January 2021
Steven Sorraghan
Head of Fund Operations
Departure
October 2020
Chris Weldon
Chief Transformation Officer
Appointment
October 2020
Daniel Stojanovski
Portfolio Manager, Wealth Management
Departure
September 2020
Peter Ornsby
Chief Executive Officer, RI Advice and Consultum
Appointment
September 2020
Helen Blackford
CEO, Integrated Advice Businesses
Appointment
September 2020
Kari Arnison
General Manager Marketing
Appointment
August 2020
Frank Lombardo
Chief Operating Officer
Appointment
March 2020
Mark Oliver
Chief Distribution Officer
Appointment
March 2020
Darren Whereat
Chief Advice Officer
Appointment
March 2020
Candice Spence
Head of Marketing
Departure
February 2020
Jane Harvey
Independent Non-Executive Director
Departure
February 2020
David Chalmers
CFO
Appointment
February 2020
David Coulter
Chief Financial Officer
Departure
February 2020
Amanda Noble
Chief Risk Officer
Departure
November 2019
George Venardos
Director
Departure
October 2019
Leanne Gregory-Aylett
General Manager Advice Delivery
Appointment
October 2019
Michelle Somerville
Director - Independent
Appointment
October 2019
Melissa Walls
Chief People Officer
Appointment
September 2019
Andrew Bloore
Director - Independent
Appointment
September 2019
Lindsay Smartt
Independent Director - IOOF Investment Management Ltd & IOOF Ltd
Appointment
August 2019
Christopher Kelaher
Managing Director
Departure
July 2019
Amanda Noble
Chief Risk Officer
Appointment
July 2019
Renato Mota
Chief Executive Officer
Appointment
June 2019
Ian Lancaster
Group Chief Risk Officer
Departure
June 2019
David Flynn
Head of Advice Governance
Appointment
April 2019
Allan Griffiths
Independent Chair
Appointment
April 2019
Allan Griffiths
Acting Chair
Appointment
December 2018
Renato Mota
Acting Chief Executive Officer
Appointment
December 2018
George Venardos
Chair
Departure
December 2018
Chris Deakin
National Manager - Workplace, Employer Super
Departure
November 2018
Geoff Kellett
Chief Executive Officer, Financial Services Partners
Appointment
October 2018
Marc Hraiki
National Manager, Advice Relationships
Departure
October 2018
Darren Whereat
General Manager Advice
Appointment
October 2018
Miriam Herold
Head of Managed Fund Research
Departure
June 2018
Matthew Olsen
Head of Research and Retirement Incomes
Appointment
April 2018
Melinda Di Vita
Key Account Relationship Manager
Departure
April 2018
Matthew Drennan
Head of Research and Portfolio Construction
Departure
March 2018
Mark Horton Andrews
Head of Adviser standards, Client Care and Retention
Appointment
January 2018
Paul Crisci
Portfolio Manager, Australian Equities
Appointment
August 2017
Stanley Yeo
Deputy CIO
Appointment
July 2017
Daniel Farmer
Chief Investment Officer
Appointment
July 2017
Joanne Robb
Key Account Executive
Departure
June 2017
Stephen Merlicek
Chief Investment Officer
Departure
June 2017
Andy Marshall
National Manager - IOOF Alliances
Appointment
May 2017
Martin Breckon
Head of Technical Services
Appointment
March 2017
Robbie Lew
Investment Research Analyst
Departure
March 2017
Sharam Hekmat
Chief Information Officer
Appointment
January 2017
Osvaldo Acosta
Portfolio Manager - Fixed Interest
Appointment
December 2016
Eric Quak
BDM
Departure
December 2016
Kate Anderson
Head of Technical Services
Departure
December 2016
George Venardos
Chair
Appointment
November 2016
Andrew Todd
Chief Information Officer
Departure
November 2016
Roger Sexton
Chair
Departure
November 2016
Toby Potter
National Manager - Platform Strategy and Managed Accounts
Departure
October 2016
Julie Wise
Head of Sales Enablement
Appointment
July 2016
Stephen Black
Head of Client Delivery
Appointment
July 2016
Daniel Dalton
Head of Specialist Solutions
Appointment
July 2016
Ray King
Portfolio Manager - Alternatives
Appointment
June 2016
Elan Miller
Head of Direct Equities
Appointment
June 2016
Miriam Herold
Head of Managed Fund Research
Appointment
June 2016
Hugo Agudo
Portfolio Manager - Alternatives
Departure
May 2016
Alex Harris
Senior Research Manager - Defensive Assets
Appointment
May 2016
Stephen Chainey
National Business Development Manager
Appointment
April 2016
Chris Deakin
National Key Account Manager
Appointment
April 2016
Mark Oliver
General Manager - Distribution
Appointment
February 2016
Renato Mota
Group GM Wealth Management
Appointment
December 2015
Michael Farrell
Group General Manager - Dealerships
Departure
December 2015
Marc Hraiki
State Manager NSW
Departure
May 2015
Matthew Drennan
Head of Research and Portfolio Construction
Appointment
March 2015
Paul Cullen
Head of Best Advice
Appointment
March 2015
Daniel Dalton
National Sales Manager, Investments
Appointment
January 2015
Kate Anderson
National Manager - Technical Services
Appointment
August 2014
Johan Cruz
Senior Compliance Officer
Departure
July 2014
Thomas Robertson
Head of Compliance
Departure
April 2014
Michael Farrell
Group General Manager - Dealerships
Appointment
February 2013