Welcome to the InvestSMART Group
InvestSMART Group Ltd (ASX: INV) is Australia's leading provider of general financial advice to retail clients and self-managed superfunds. It has a strong track record of providing high quality, share research and portfolio management tools
and investment opportunities, to private investors. The business has over 35,000 private clients paying for services and over 65,000 clients using the free investment management tools. Research is provided through two of Australia’s pre-eminent
share research newsletters – www.intelligentinvestor.com.au and www.eurekareport.com.au.
InvestSMART Group has created a number of model portfolios and investment opportunities to enable clients to diversify their investments in a low-cost and straightforward manner. The Group also provides free portfolio management tools and a free
asset allocation checking service at www.investsmart.com.au, as well as offering rebates on commissions on certain managed funds and life insurance products.
The directors of InvestSMART Group Ltd are:
Paul Clitheroe AM, Chairman
Paul Clitheroe is a founding director of leading financial planning firm ipac, and has been involved in the investment industry since he graduated from the University of New South Wales in the late 1970s. From 1993 to 2002 Mr Clitheroe hosted
the popular Channel 9 program Money. Since 1999 he has been the chairman and chief commentator of Money magazine. He writes personal finance columns for metropolitan, suburban and regional newspapers across Australia and presents Talking Money
on radio nationally. Mr Clitheroe has been a media commentator and conference speaker for more than 30 years, and is regarded as one of Australia's leading experts in the field of personal investment strategies and advice.
Mr Clitheroe is Chairman of Monash Absolute Investment Company Ltd and a Director of Wealth Defender Equities Ltd, both ASX-listed investment companies. He is also Chairman of the Australian Government Financial Literacy Board,
Chairman of Financial Literacy Australia, Chairman of the youth anti-drink driving body, RADD, and a member of the Sydney University Medical School Advisory Board. In 2012, Macquarie University appointed Mr Clitheroe as Chair of Financial Literacy.
He is a Professor with the School of Business and Economics.
Michael Shepherd AO, Independent Director
Michael Shepherd has been a director of the Company since 1 Match 2014. He had a successful career in stockbroking over more than 30 years. He was a director of ASX Limited and group between 1988 and 2007, including a term as Vice-Chairman between 1993 and 2007. Mr Shepherd was also Chairman of the ASX Derivatives Board and Chairman of the ASX Market Rules Committee.
Michael is Chairman of HFA Holdings Limited and a member of the Member Responsible Entity Compliance Committee of UBS Global Asset Management (Australia) Limited. He is also a Senior Fellow and Life Member, Financial Services Institute of Australasia, after being a director of that body between 2001 and 2009, including 2 years as National President.
Ron Hodge, CEO and Managing Director
After leaving UBS Singapore in 1999 as an Associate Director, Ron co-founded and was Managing Director of InvestSMART Financial Services. Ron joined the Company when InvestSMART Financial Services was acquired in September 2013. He became Chief Operating Officer of the Company on 1 April 2015 and joined the Board
as an executive director on 31 August 2015. He was appointed CEO and Managing Director on 24 February 2016.
Ron excels in competitive environments dominated by large industry players with cross-disciplinary skills and leadership across critical business functions such as marketing, technology, sales and finance.
Ron holds a Masters degree in Computer Science, Bachelor Degrees in Commerce and Economics, a Graduate Diploma in Applied Finance and Investments and is a Graduate of the Australian Institute of Company Directors.
How to change your personal information held at the Share Registry
Simply email the share registry (email@example.com) with your changes and provide the following information to identify your account:
- Name of shareholder
- Address of shareholder
- SRN | HRN
Note that any change made will result in a letter of confirmation being sent to your old and new address.
The Share Registry’s contact details are:
Boardroom Pty Limited
GPO Box 3993, Sydney NSW 2001 Australia
Ph 1300 737 760 (within Australia) +61 2 9290 9600 (outside Australia)
Fax 1300 653 459 (within Australia) +612 9279 0664 (outside Australia)