- Shareholder Centre
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 was 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. 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.
Michael Shepherd AO, Independent Director
Michael Shepherd has had a successful career in financial services over more than 40 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.
Mr Shepherd is currently Chairman of Navigator Global Investments Limited (a listed investment management company, commenced 16/12/2009) and a member of the 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
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.
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.
Kevin Moore, Independent Director
Kevin Moore has multinational board and governance experience, specialising in digital marketing, and is a Growth Director with a focus on $10 to $100 million businesses. Mr Moore is a fellow of the Australian Institute of Company Directors and a Member of the Chartered Institute of Marketing. He holds a Diploma in International and Export Marketing from Henley, The Management College, at The University of Reading. Mr Moore was appointed to the Chair of Crossmark Asia Pacific in 2014.
InvestSMART Group Limited securities are listed on the Australian Securities Exchange under the code: INV.
The InvestSMART share registry is managed by Boardroom Pty Ltd. As a shareholder, you can log-in to the share registry at www.boardroomlimited.com.au to see details of your investment.
To set up your personal account go to www.boardroomlimited.com.au or phone 1300 737 760 (within Australia) or +61 2 9290 9600 (outside Australia).
Simply email the share registry (firstname.lastname@example.org) 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)www.boardroomlimited.com.au. Email email@example.com