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 our popular subscription, the Intelligent Investor.
Today, we interact with over 740,000 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 $550 p.a.) and four 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
Paul 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. 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 Paul hosted the popular Channel 9 program Money. He is the founder of and commentator for Money magazine. He writes personal finance columns for metropolitan, suburban and regional newspapers across Australia.
Paul is Chairman of the Ensemble Theatre Foundation and Chairman of Ecstra (formerly Financial Literacy Australia). 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. Michael was also Chairman of the ASX Derivatives Board and Chairman of the ASX Market Rules Committee.
Michael 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.
Effie Zahos, Independent Director
Effie Zahos 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, A Real Girl’s Guide to Money and Ditch the Debt and Get Rich.
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.
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. Ron holds a Masters degree in Computer Science, Bachelors Degree in Commerce, Bachelors Degree in 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).