Challenger Financial Services Group Limited
_________________________________________________________________________________
Challenger Financial Services Group Limited -
Company Capsule
Reference Code: FS0022CC
Published Date: April 2011
___________________________________________________________________________________________
Challenger Financial Services Group Limited - Page 1
Company Capsule
Challenger Financial Services Group Limited
__________________________________________________________________________________________
Challenger Financial Services Group Limited - Company Overview
Challenger Financial Services Group Limited (Challenger Financial Services) is a financial service company. The
company along with its subsidiaries is engaged in mortgage management, funds management and asset management
activities. The mortgage management involves a range of residential and commercial mortgage loans and broker
mortgage aggregation services. It funds management business offers a range of funds to meet the investment needs of
the retail and institutional investors by providing different investment styles. The asset management activities invest in
assets through its prudentially regulated Life Company. The company operates in Adelaide, Brisbane, Melbourne, Perth,
Sydney and London. The company is headquartered in Sydney, Australia.
Financial Performance
The company reported revenue of AUD 1,634.7 million during the fiscal year ended June 30, 2010. The company's
revenue declined at a compounded rate of 18.57% during the period 2008-2010 with an annual decline of 2.3% over fiscal
year 2009. During the fiscal year 2010, its operating margin was 21.2% as against an operating margin of -10.8% in fiscal
year 2009. During the fiscal year 2010, the company registered a net margin of 17.9% as against a net margin of -5.2% in
the fiscal year 2009.
Challenger Financial Services Group Limited - Key Facts
Challenger Financial Services Group Limited, Key Facts
Level 15, Sydney, New South
Ticker Symbol, Stock CGF (Australian Stock
Corporate Address: Wales (NSW), 2000, Australia Exchange)
Exchange
Telephone + 61 2 99947000 No. of Employees 460
Fax + 61 2 99947777 Financial Year End June
URL www.challenger.com.au Revenue (in AUD Million) 1,634.70
Industry Financial Services Revenue (in USD Million) 1,277.11
Locations Australia
Source: Annual Report, Company Website, Primary and Secondary Research
___________________________________________________________________________________________
Challenger Financial Services Group Limited - Company Capsule Page 2
Challenger Financial Services Group Limited
__________________________________________________________________________________________
Challenger Financial Services Group Limited - Major Products and Services
Challenger Financial Services Group Limited is a financial service company. The Key products and services of the
company include the following:
Challenger Financial Services Group Limited, Major Products and Services
Products:
Residential loans
Commercial loans
Services :
Mortgage management
Broker mortgage aggregation services
Funds management
Asset management
Source: Annual Report, Company Website, Primary and Secondary Research
___________________________________________________________________________________________
Challenger Financial Services Group Limited - Company Capsule Page 3
Challenger Financial Services Group Limited
__________________________________________________________________________________________
Challenger Financial Services Group Limited - Key Competitors
The following companies are the major competitors of Challenger Financial Services Group Limited:
Bank of Queensland Limited
Bank of Western Australia Ltd
Newland Resources Limited
Ask Funding Limited
Tower Australia Group Limited
___________________________________________________________________________________________
Challenger Financial Services Group Limited - Company Capsule Page 4
Challenger Financial Services Group Limited
__________________________________________________________________________________________
Challenger Financial Services Group Limited - Key Employees
Challenger Financial Services Group Limited, Key Employees
Name Job Title Board Level Since Age
Graham Cubbin Director Non Executive Board 2004
Chief Financial Officer, Chief Operating
Brian Benari Senior Management 2008
Officer
Christopher Robson General Counsel, Secretary Senior Management
Dominic Stevens Chief Executive Officer, Director Executive Board 2008
Executive General Manager Human
Jennifer Wheatley Senior Management
Resources
Jonathan Grunzweig Director Non Executive Board 2010 46
Leon Zwier Director Non Executive Board 2006
Executive General Manager Capital
Paul Rogan Senior Management 2008
Risk and Strategy
Peter Polson Chairman Non Executive Board 2004
Chief Executive Life, Chief Executive
Richard Howes Senior Management 2008
Officer - Life
Joint Chief Executive Funds
Rob Adams Senior Management 2008
Management
Joint Chief Executive Funds
Robert Woods Senior Management 2008
Management
Russell Hooper Director Non Executive Board
Suzanne Koeppenkastrop Secretary Senior Management 2006
Thomas J. Barrack Director Non Executive Board 2007
Source: Annual Report, Company Website, Primary and Secondary Research
___________________________________________________________________________________________
Challenger Financial Services Group Limited - Company Capsule Page 5
Challenger Financial Services Group Limited
__________________________________________________________________________________________
Challenger Financial Services Group Limited - Locations and Subsidiaries
Head Office
Challenger Financial Services Group Limited
Level 15
Sydney
New South Wales (NSW)
Zip: 2000
Australia
Tel: + 61 2 99947000
Fax: + 61 2 99947777
Other Locations & Subsidiaries
Challenger Financial Services Group Limited, Subsidiaries
Challenger Infrastructure Fund Challenger Kenedix Japan Trust
Level 15 Level 15 , 225 Pitt Street
Sydney