About Us
For over 160 years, IOOF has accompanied Australians' journey towards a secure and rewarding financial future. IOOF's strength and reputation as a financial services organisation was cemented with the merger between Australian Wealth Management in April 2009 and the acquisition of Skandia in March 2009.
At 30 September 2009, IOOF had $102.9 billion in Funds Under Management, Administration, Advice and Supervision.
The Group's products and services are designed to accompany the lives of around 700,000 Australians from wealth accumulation into retirement and across to the next generation.
IOOF is a fully integrated financial services company offering:
- Wealth Management services via our extensive network of financial advisers and stockbrokers. IOOF advises retail clients on investment strategies, wealth protection and accumulation, stockbroking and retirement planning. Together with our referral partners, IOOF services thousands of clients to make us one of Australia's leading financial planning groups.
- Superannuation administration for over 500,000 clients and hundreds of employers in Australia. Our platforms allow clients, employers and advisers to manage a wide range of investments, including managed funds and direct shares.
- Investment Management products that are easy to understand with well-rounded investment options. Our multi investment manager or 'manage the manager' products offer flexibility across a range of asset classes.
- Asset Management opportunities with Perennial Investment Partners Limited, Australia's leading boutique investment firm. Comprising several boutique firms Perennial's investment capabilities cover Australian shares, international shares, Australian listed property, global listed property, fixed interest and cash.
- Estate Planning services including the preparation of wills and estates, powers of attorney and the management of deceased estates by Australian Executor Trustees (AET). AET is also a specialist in the provision of personal trusts.
- Corporate Trust services involving acting as custodian for managed investment schemes, acting as trustee or security trustee for securitisation and structured finance transactions, and as trustee for note and other debt issues.
A strong emphasis is placed on achieving the best result for our clients with committed and capable employees delivering the highest standards of customer service. Ensuring the business is efficient through cost control presents another way to deliver shareholder value.
IOOF will continue to strengthen its operations to consolidate its position as one of Australia's largest independent wealth managers.
IOOF - Your Investment Guardians