Company Overview
Centrepoint Alliance Limited, together with its subsidiaries, provides a comprehensive range of financial services in Australia. Founded in 1982 and headquartered in Sydney, the company was formerly known as Alliance Finance Corporation Limited before rebranding in September 2005.
Business Segments
- Licensee and Advice Services: Offers financial planning, mortgage broking, and advisory services.
- Fund Management and Administration: Provides investment management and investor-directed portfolio services.
- Consulting Services: Delivers compliance, training, and technology solutions.
Key Services
- Financial Advisory: Superannuation, retirement planning, life insurance, and estate planning.
- Lending Solutions: Residential, commercial, small business, car loans, and asset refinance.
- Technology Services: Cloud-based lending platforms, CRM systems, and advice technology.
- License & Compliance: Support for self-licensed advisers and licensees.
The company serves financial advisers, accountants, and end clients through its diversified offerings, ensuring tailored financial solutions.