InvestSMART

Shareholder Centre - InvestSMART Group Limited

Welcome to InvestSMART Group Limited (ASX:INV).
We seek to be Australia's #1 wealth platform to do-it-yourself investors.
InvestSMART has built Australia's premier direct to investor wealth platform focused on digital investment advice. Our proprietary wealth platform helps clients achieve their financial goals through our low fee funds, content and tools ecosystem, including Intelligent Investor and Eureka Report.
Today, we interact with over 700,000 Australians who are building investing knowledge by consuming our content, using our tools and growing and protecting their wealth through our investment solutions.
Products & services: InvestSMART Group runs Professionally Managed Accounts (PMA)* using ETFs (with capped fees up to $451 p.a.) and three active ASX listed ETFs under its Intelligent Investor brand.
Technology: InvestSMART deploys and develops proprietary digital solutions to efficiently and effectively run its business to deliver exceptional customer experience – quality advice, research and easy-to-use tools for its clients.
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The Board of Directors of InvestSMART Group Ltd are:
Paul Clitheroe AM, Chairman
He writes personal finance columns for metropolitan, suburban and regional newspapers across Australia. 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 (commenced: 20/01/2016) and previously a Director of Wealth Defender Equities Ltd (commenced: 27/01/2015, ceased: 22/10/2018), both ASX-listed investment companies. He is also Chairman of the Australian Government Financial Literacy Board, Chairman of Financial Literacy Australia and Chairman of the youth anti-drink driving body, RADD. In 2012, Macquarie University appointed Mr Clitheroe as Chair of Financial Literacy. He is a Professor with the School of Business and Economics.
Effie Zahos, Independent Director
Effie is one of Australia's leading personal finance commentators with more than two decades of experience helping Australians make the most of their money. A regular money expert on Channel 9's Today Show and on radio around Australia, Effie is also the author of The Great $20 Adventure and A Real Girl's Guide to Money.
Effie was editor of Money magazine until 2019, having helped establish it in 1999 and is now Editor-at-Large of Canstar. Passionate about financial literacy, Effie sits on the board of directors for Ecstra, a not-for-profit organisation committed to building the financial capability of all Australians.
Effie holds a Bachelor of Economics Degree from the University of Queensland. She is the proud mother of two children who are beginning to build on their own financial freedom.
Ron Hodge, CEO and Managing Director
Ron Hodge was the founder of InvestSMART in 1999. Mr Hodge later sold this business to Fairfax Media in October 2007 where he continued as General Manager. He has worked in financial services for over 25 years, including at UBS in Singapore and Bell Commodities in Sydney. Mr Hodge 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.
Shareholder Information

InvestSMART Group Limited securities are listed on the Australian Securities Exchange under the code: INV.

The InvestSMART Group Limited Share Registry’s contact details are:

Automic

Level 5, 126 Phillip Street

Sydney NSW 2000

GPO Box 5193

Sydney NSW 2001

For shareholder registration online:

Shareholders that are not already a user of Automic’s investor portal may visit https://investor.automic.com.au and signup to register their details using the two simple steps provided in the setup process.

Shareholders with any queries in relation to their InvestSMART Group Limited holding are advised to contact Automic at hello@automicgroup.com.au or on 1300 288 664 (within Australia) or +61 2 9698 5414 (outside Australia).