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Centrepoint Alliance Limited, together with its subsidiaries, provides financial advice and licensee support services in Australia. It operates through Licensee and Advice Services, Fund Management and Administration, and Consulting Services segments. The company offers Australian financial services licensee services to financial advisers; mortgage broking services, financial planning, and advice services to end clients; and investor directed portfolio services, investment management services to advisers and its clients, and promoter and investment services, as well as consulting services for self-licensed advisers and licensees. It also provides lending solutions, such as residential, commercial, small business finance, car loans, and equipment finance for business, such as truck, yellow goods, machinery, etc. In addition, the company provides services to licenced and self-licenced advisers consist of licensing options, practice management, compliance, research, education, and technology; investments and construct diversified managed account portfolios services; portfolio services for investment and superannuation; and lending solutions that supports brokers and advisers with a credit licence, technology, lending panel, and training and education. The company was formerly known as Alliance Finance Corporation Limited and changed its name to Centrepoint Alliance Limited in September 2005. Centrepoint Alliance Limited was incorporated in 1991 and is headquartered in Sydney, Australia.
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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Centrepoint Alliance Ltd is an Australian financial services group that provides licensing, administrative and back‑office support to financial advisers and related wealth management services. Long‑term growth drivers include rising demand for personalised financial advice, adviser consolidation and adoption of practice technology, which may benefit firms that supply recurring advice‑related fees and platform services and could support scale for Centrepoint Alliance.
The most important investment risks are regulatory and compliance changes, adviser attrition and competitive fee pressure, plus revenue sensitivity to market volatility and execution risk from technology or integration initiatives.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Income before tax | 7.25M | 7.32M | 5.61M | 6.61M | 2.57M |
| Net income | 6.39M | 5.15M | 7.77M | 6.34M | 6.49M |
| Selling general administrative | - | 24.75M | 22.69M | 20.63M | 21.49M |
| Selling and marketing expenses | - | 0.54M | 0.51M | 0.47M | 0.26M |
| Gross profit | 36.48M | 38.22M | 16.85M | -224.20M | -187.28M |
| Reconciled depreciation | - | 3.19M | 2.55M | 2.09M | 1.84M |
| Ebit | 7.64M | 7.32M | 6.02M | 5.83M | 1.67M |
| Ebitda | 11.16M | 10.52M | 8.57M | 7.92M | 3.50M |
| Depreciation and amortization | 3.52M | 3.19M | 2.55M | 2.09M | 1.84M |
| Operating income | 7.64M | 7.32M | 8.72M | 6.75M | 2.69M |
| Other operating expenses | 358.61M | 31.22M | 279.69M | 246.71M | 206.03M |
| Interest expense | 0.39M | 0.36M | 0.34M | 0.14M | 0.12M |
| Tax provision | - | 2.17M | -2.16M | 0.28M | -3.92M |
| Interest income | - | 0.53M | 0.55M | 0.14M | 0.05M |
| Net interest income | - | 0.17M | 0.21M | 0.26M | -0.07M |
| Income tax expense | 0.85M | 2.17M | -2.16M | 0.28M | -3.92M |
| Total revenue | 366.25M | 38.54M | 288.41M | 32.55M | 28.55M |
| Total operating expenses | 28.84M | 30.90M | 8.13M | 10.04M | 9.81M |
| Cost of revenue | 329.77M | 0.32M | 271.56M | 256.75M | 215.84M |
| Total other income expense net | -0.39M | -0.45M | -3.11M | -0.14M | -0.12M |
| Net income from continuing ops | - | 5.15M | 7.77M | 6.34M | 6.49M |
| Net income applicable to common shares | - | 5.15M | 7.77M | 6.34M | 6.49M |
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Total assets | 60.97M | 60.98M | 59.01M | 48.11M | 49.34M |
| Intangible assets | 25.07M | 13.99M | - | 9.44M | 9.75M |
| Other current assets | - | - | -20.06M | 1.17M | 8.25M |
| Total liab | 26.12M | 27.46M | 25.68M | 16.94M | 21.02M |
| Total stockholder equity | 34.84M | 33.52M | 33.34M | 31.05M | 28.20M |
| Other current liab | - | - | -2.41M | 13.02M | 14.46M |
| Common stock | 49.38M | - | 47.77M | 47.65M | 47.59M |
| Capital stock | - | 47.77M | - | 47.65M | 47.59M |
| Retained earnings | -15.96M | -16.16M | -16.66M | -18.61M | -22.95M |
| Other liab | - | - | - | 2.84M | 2.89M |
| Good will | - | 12.94M | - | 8.09M | 8.09M |
| Other assets | - | - | 59.01M | 6.08M | 6.98M |
| Cash | 14.35M | 13.74M | 12.21M | 15.61M | 14.74M |
| Cash and equivalents | - | - | - | 15.61M | 14.74M |
| Total current liabilities | 2.56M | - | 2.41M | 13.78M | 16.09M |
| Current deferred revenue | - | - | - | -0.49M | -0.51M |
| Net debt | -8.33M | - | -6.84M | -14.80M | -12.22M |
| Short term debt | 2.56M | - | 2.41M | 0.49M | 0.51M |
| Short long term debt | - | 0.93M | - | 0.49M | 0.51M |
| Short long term debt total | 6.03M | - | 5.36M | 0.80M | 2.52M |
| Other stockholder equity | - | - | - | -29.10M | -26.64M |
| Property plant equipment | - | - | - | 1.01M | 2.98M |
| Total current assets | 22.30M | - | - | 23.37M | 21.42M |
| Long term investments | - | 0.17M | - | 0.12M | 0.12M |
| Net tangible assets | - | - | - | 13.52M | 10.36M |
| Net receivables | 7.95M | 3.40M | 7.85M | 6.21M | 5.41M |
| Long term debt | - | 1.07M | - | 0.32M | 2.01M |
| Inventory | - | - | - | - | -6.98M |
| Accounts payable | - | 1.42M | - | 0.77M | 1.64M |
| Accumulated other comprehensive income | 1.42M | - | 2.23M | 2.01M | 3.55M |
| Non currrent assets other | 3.46M | - | 2.24M | -18.66M | -20.94M |
| Non current assets total | 38.67M | - | 12.65M | 18.66M | 20.94M |
| Long term debt total | - | - | - | 0.32M | 2.01M |
| Breakdown | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2026-06-30 | 2025-06-30 | 2024-06-30 | 2023-06-30 | 2022-06-30 |
| Investments | - | -1.35M | -6.76M | 1.26M | 0.88M |
| Change to liabilities | - | - | - | -0.88M | -3.44M |
| Total cashflows from investing activities | -0.67M | -1.35M | -6.76M | 1.26M | 0.88M |
| Net borrowings | - | -0.82M | 2.38M | -0.57M | -0.61M |
| Total cash from financing activities | -5.69M | -7.30M | -3.87M | -4.53M | -4.56M |
| Change to operating activities | - | - | - | -1.14M | -0.23M |
| Net income | 6.39M | 5.15M | 7.77M | 6.34M | 6.49M |
| Change in cash | 0.61M | 1.53M | -3.40M | 0.87M | 3.61M |
| Begin period cash flow | 13.74M | 12.21M | 15.61M | 14.74M | 11.13M |
| End period cash flow | 14.35M | 13.74M | 12.21M | 15.61M | 14.74M |
| Total cash from operating activities | 6.97M | 10.19M | 7.23M | 4.13M | 7.10M |
| Depreciation | 3.52M | - | 2.55M | 1.76M | 1.52M |
| Other cashflows from investing activities | -0.35M | -0.14M | -0.31M | 1.84M | 0.08M |
| Dividends paid | 6.12M | -5.97M | -5.95M | 3.93M | 3.90M |
| Change to account receivables | -0.30M | 0.44M | -0.87M | -0.78M | 1.18M |
| Other cashflows from financing activities | -0.97M | -0.51M | -0.30M | -0.03M | -0.05M |
| Change to netincome | - | - | - | -1.51M | 1.45M |
| Capital expenditures | 0.17M | 0.70M | 1.30M | 0.58M | 0.37M |
| Change in working capital | -3.62M | 3.35M | -2.88M | -0.78M | 1.18M |
| Stock based compensation | - | - | 0.34M | 0.44M | 1.56M |
| Other non cash items | 0.67M | 6.83M | -0.20M | -3.97M | -0.92M |
| Free cash flow | 6.81M | 9.49M | 5.93M | 3.55M | 6.73M |
Sector: Financial Services Industry: Asset Management
|
Stock Name
|
Change
(AUD) |
Price
(AUD) |
Trailing
PE (x) |
Forward
PE (x) |
Price Sales
TTM (x) |
Price to Book Value (x)
|
Enterprise Value
to Revenue (x) |
|---|---|---|---|---|---|---|---|
| CAF Centrepoint Alliance Ltd |
0.01 1.35% |
0.38 | 12.33 | 5.83 | 0.21 | 2.23 | 1.95 |
| AFI Australian Foundation Investment Company Ltd |
-0.07 1.00% |
6.92 | 30.39 | - | 25.11 | 1.03 | 24.95 |
| ARG Argo Investments Ltd |
0.01 0.11% |
9.52 | 27.97 | - | 24.56 | 1.01 | 24.64 |
| L1G L1 Group Limited |
-0.03 2.35% |
1.25 | 21.25 | 19.76 | 7.36 | 3.83 | 3.13 |
| PNI Pinnacle Investment Management Group Ltd |
-0.57 3.47% |
15.84 | 21.04 | 18.83 | 36.44 | 3.21 | 45.93 |
Centrepoint Alliance Limited, together with its subsidiaries, provides financial advice and licensee support services in Australia. It operates through Licensee and Advice Services, Fund Management and Administration, and Consulting Services segments. The company offers Australian financial services licensee services to financial advisers; mortgage broking services, financial planning, and advice services to end clients; and investor directed portfolio services, investment management services to advisers and its clients, and promoter and investment services, as well as consulting services for self-licensed advisers and licensees. It also provides lending solutions, such as residential, commercial, small business finance, car loans, and equipment finance for business, such as truck, yellow goods, machinery, etc. In addition, the company provides services to licenced and self-licenced advisers consist of licensing options, practice management, compliance, research, education, and technology; investments and construct diversified managed account portfolios services; portfolio services for investment and superannuation; and lending solutions that supports brokers and advisers with a credit licence, technology, lending panel, and training and education. The company was formerly known as Alliance Finance Corporation Limited and changed its name to Centrepoint Alliance Limited in September 2005. Centrepoint Alliance Limited was incorporated in 1991 and is headquartered in Sydney, Australia.
309-315 George Street, Sydney, NSW, Australia, 2000
61 2 8987 3000
| Name | Title | Year Born |
|---|---|---|
| Mr. John G. Shuttleworth | Chief Exec. Officer | NA |
| Mr. Brendon M. Glass | Chief Financial Officer | NA |
| Mr. Patrick Jackson | Head of Investment Services, Investment Solutions Service and Delivery | NA |
| Dr. Marty Carne L.L.B., L.L.M., M.B.A., BM, BBus, LLB, LLM, MBA (G | Chief Legal Officer & Company Sec. | NA |
| Ms. Tara Foulkes | Group Exec. of Risk & Compliance | NA |
| Mr. James Beckford | Head of Operations - Investment Solutions | NA |
| Mr. Francis Fung | Head of Compliance & Risk Management - Investment Solutions | NA |
| Mr. Dale Wright | Head of Dealer Relationships of Licensee Solutions | NA |
| Ms. Nicole Alexander | Head of Licensee Standards of Licensee Solutions & Financial Advice | NA |
| Mr. Jason McArthur | Head of Advice- North of Licensee Solutions | NA |
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