Our story - Insignia Financial

Welcome to Insignia Financial - a company with decades of proud history

From people just starting out, to those about to retire. Every day we help more Australians secure their future.

One of Australia’s leading wealth managers

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

Helping our clients reach their financial goals sooner is our specialty. Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success.

Our goal is to help more Australians become good with money. 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.

Financial wellbeing for all Australians

How do we create an Australia that’s good with money? One person at a time and by staying true to our purpose:

Understand me

Look after me

Secure my future

We believe success comes from caring about people, consistent performance and outstanding service. By redesigning our services, we’re working to reach Australians who don’t yet receive financial advice.

Key facts

Founded in 1846 as a friendly society – the Independent Order of Odd Fellows (IOOF)
ASX Top 200 company (ASX code: IFL)
Number of customers: ~ 2 million
Group funds under management and administration (FUMA): $300.6 billion*
Number of financial advisers: 1,199* advisers in the Insignia Financial network
Number of employees: ~ 4,700
Charitable foundation: IOOF Foundation
Office locations: Melbourne, Sydney, Wollongong, Adelaide, Brisbane, Perth and Hobart

*As at 31 December 2023