Centrepoint Alliance Limited (CAF)

Overview

Centrepoint Alliance Limited, established in 1982 and operating under that name since September 2005 (formerly known as Alliance Finance Corporation Limited), is a comprehensive financial services provider based in Sydney, Australia. The company serves a broad clientele, offering a robust portfolio of financial services across Australia. It operates through its subsidiaries and is organized into distinct segments: Licensee and Advice Services, Fund Management and Administration, and Consulting Services, thus catering to a diverse array of financial and investment needs.

Products and Services

• License Services: Provides licensing, systems, compliance training, and technical advisory services to financial advisers and their clients. Additionally, it offers mortgage aggregation services to mortgage brokers, facilitating a broad range of support for professionals in the financial advisory space.
• Investor Directed Portfolio Services and Investment Management: Caters to financial advisers, accountants, and their clients by offering directed portfolio services. This includes the management of investments, advising on portfolio adjustment, and the overseeing of individual investment strategies.
• Consulting Services: Specialized services designed for self-licensed advisers and licensees, focusing on enhancing operational efficiency, compliance, and strategic advice to navigate the complex financial services landscape.
• Lending Solutions: Offers a variety of lending options that cover residential, commercial, small business finance, car loans, and equipment finance. Centrepoint Alliance also facilitates access to cloud-based digital lending platforms and CRM systems, underscoring its commitment to leveraging technology in finance.
• Financial Advisory and Support Services: Provides comprehensive financial planning, advisory, and support services. This includes offering salaried advisory services and employee share plans, catering to both individuals and corporate entities looking to manage and optimize their financial future.
• Managed Accounts and Investment Platforms: The company packages investment platforms and managed funds, delivering investment management and research services. This includes managed accounts, which offer a hands-off investment experience for clients, along with financial planning software customization services to meet varied client needs.