Company Profile
Centrepoint Alliance provides financial advice and licensee support services in Australia. Its business is organized into Licensee and Advice Services, Fund Management and Administration, and Consulting Services segments.
The company offers Australian financial services, mortgage broking services, financial planning, and advice services to end clients 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
Lending solutions, such as residential, commercial, small business finance, car loans, and equipment finance. Its portfolio also includes asset refinance, an online CRM and loan origination system, compliance, and training and education services, business development, and access of cloud-based digital lending platform and CRM system.
Additionally, it offers license services for alliance wealth, and professional investment services or matrix planning solutions. Its portfolio also includes portfolio services for investment and superannuation, and superannuation and retirement planning, investment planning, life insurance, debt management, aged care, and estate planning
Governance and compliance, community network, research, technical support, software, and AFSL application and onboarding Technology services that includes advice technology, enzumo consulting, and enzumo express. Founded in 1982 and headquartered in Sydney, Australia, Centrepoint Alliance was formerly known as Alliance Finance Corporation Limited before rebranding in September 2005.