Company Fiducian Group Ltd

Equities

FID

AU000000FID9

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

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Sales per Business

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Market Closed - Australian S.E. Other stock markets 01:59:43 2024-04-30 am EDT			5-day change	1st Jan Change
7.97 ^AUD	-1.73%		-2.80%	+28.76%

Apr. 19	Fiducian Group's Funds Under Management Rise to AU$13.7 Billion in March Quarter	MT
Feb. 11	Fiducian Group Ltd Reports Earnings Results for the Half Year Ended December 31, 2023	CI

Fiducian Group Limited is an Australia-based diversified financial company. The Company offers fund management, financial planning, platform administration, financial planning software and administration systems development. Its segments include Funds Management, Financial Planning, Platform Administration and Corporate Services. In the Funds Management segment, the Company acts as a responsible entity for managed investment schemes and separately managed accounts through its subsidiary, Fiducian Investment Management Services Limited. Its Financial Planning segment is engaged in providing specialist financial planning services through its subsidiary, Fiducian Financial Services Pty Ltd. In the Platform Administration segment, the Company acts as a registrable superannuation entity (RSE) of a public offer superannuation fund, which is offered on its wrap platform through its subsidiary, Fiducian Portfolio Services Ltd. It operates primarily in Australia and India.

Number of employees: 125

AUD in Million	2022	Weight	2023	Weight	Delta
Financial Planning 37.6 %	22	32.0 %	28	37.6 %	+23.64%
Funds Management 27.1 %	22	31.2 %	20	27.1 %	-8.46%
Platform Administration 20.1 %	14	20.2 %	15	20.1 %	+4.78%
Corporate Services 15.3 %	12	16.6 %	11	15.3 %	-2.91%

AUD in Million	2022	Weight	2023	Weight	Delta
Australia 100.0 %	70	100.0 %	73	100.0 %	+5.42%

Managers	Title	Age	Since
Inderjit Singh CEO	Chief Executive Officer	75	95-12-31
James Randall CTO	Chief Tech/Sci/R&D Officer	-	-
Julie Hargrave IRO	Public Communications Contact	-	-
Jessica Dass PRN	Corporate Officer/Principal	-	-
Jai Singh PRN	Corporate Officer/Principal	-	-
Paul Gubecka LAW	General Counsel	-	15-10-31

Members of the board	Title	Age	Since
Inderjit Singh CEO	Chief Executive Officer	75	95-12-31
Frank Khouri BRD	Director/Board Member	69	07-07-05
Samir Hallab BRD	Director/Board Member	-	16-08-11
Kerry Skellern BRD	Director/Board Member	-	23-06-08

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	31,477,623	14,148,596 ( 44.95 %)	0	44.95 %

Name	Equities	%	Valuation
Inderjit Singh 34.78 %	10,949,228	34.78 %	54 M $
LONDON CITY EQUITIES LIMITED 6.656 %	2,095,094	6.656 %	10 M $
NAOS Asset Management Ltd. 5.223 %	1,644,216	5.223 %	8 M $
John Charles Plummer 2.700 %	850,000	2.700 %	4 M $
Ivan Tanner 1.810 %	569,689	1.810 %	3 M $
Robert Bucknell 1.588 %	500,000	1.588 %	2 M $
Dr Smith Holdings Pty Ltd. 1.588 %	500,000	1.588 %	2 M $
Clime Asset Management Pty Ltd. 1.565 %	492,739	1.565 %	2 M $
Joh. Berenberg, Gossler & Co. KG (Investment Management) 1.415 %	445,339	1.415 %	2 M $
Garrett Smythe Ltd. 1.134 %	356,819	1.134 %	2 M $

Fiducian Group Ltd.

1 York Street Level 4

2000, Sydney

http://www.fiducian.com.au

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

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