Company Interview / The small cap adviser competing with the big players

Key Points:

Strong unaudited FY25 results and the third-largest adviser licensee network in AustraliaSteady organic adviser growth and strategic acquisitions drive business expansionNew superannuation and investment platform launched in partnership with FNZFocus on annuity revenues and scalable platforms inspired by HUB24 and Netwealth

Centrepoint Alliance (ASX:CAF) has reported strong unaudited financial results for FY25, with CEO John Shuttleworth highlighting ongoing growth and performance across its diversified business divisions. Shuttleworth states that Centrepoint Alliance is Australia’s third-largest licensee for financial advisers, supporting 570 advisers under its licence and a further 900 through 200 self-licensed practices. The business is also active in asset management, managed accounts, investment platforms, and mortgage broking aggregation, though licencee services deliver around 70% of group revenue.

Centrepoint Alliance, according to Shuttleworth, has achieved the strongest organic net growth in the local market consistently over the last four years. Shuttleworth attributes this to quality service and in-house delivery, setting the group apart from competitors such as AMP, Fortnum, Australian Unity and Countplus (ASX:CUP). Growth stems from a mix of organic expansion and targeted acquisitions, such as the recent addition of Brighter Super’s advice book and Financial Advice Matters, as well as integrating Matrix from ClearView (ASX:CVW).

Looking ahead, Shuttleworth outlines ambitions to fortify core revenue while developing new annuity-style streams. The company has recently launched a superannuation and investment platform, leveraging a partnership with FNZ, aiming to generate scalable returns similar to those achieved by peers HUB24 (ASX:HUB) and Netwealth (ASX:NWL).