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Centrepoint Alliance Ltd ASX:CAF

0 opened or increased1 held1 reduced or exitedlatest position by manager, past 12 months90 days: 0 increased, 0 reduced. 3 managers in total.

Position history by manager 3 managersSelect a point to see the comment

Opened or increasedHeldReduced or exited Start or end of the position not reported

202420252026

31 Dec 2023 to today

Commentary Showing 2 of 7

DateManagerActionSummary

31 Mar 2026Oracle Advisory GroupExitOracle Advisory Group exited its position in Centrepoint Alliance Ltd because the thesis — which involved the company becoming active in acquiring direct financial advice businesses — has not played out since its first acquisition approximately two years ago, leaving the original investment case unvalidated.

M&A Wealth ManagementQuarterly Report, price recorded $0.36

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31 Dec 2025Tamim Funds ManagementHeldThe fund manager continues to hold Centrepoint Alliance, noting the company released a material trading update in December 2025 reporting FY26 H1 forecast EBITDA of $6m, up 13% on H1 FY25, and guiding to FY26 EBITDA at the top end of the $11.5â€“12.0m range. The manager observes the group's adviser network expanded to 588 advisers, supported by strong recruitment and retention, lifting Centrepoint to the #2 licensee nationally. Regulatory education standards are being met with minimal expected attrition, while the IconiQ platform continues to scale with a $1bn transition pipeline, reinforcing earnings momentum into FY26.

Monthly Report, price recorded $0.43

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5 more comments on CAFPro shows every comment, with a link to each source document.

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First mention by manager

Price recorded at each manager's first comment

Price at first mentionThe share price recorded when each of 3 managers first commented on CAF.

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Articles

31 Mar 2026Centrepoint Alliance Grows Adviser Network as Early Backers Exit

About Centrepoint Alliance Ltd

Financials, Capital Markets

Centrepoint Alliance (ASX:CAF), a financial advice licensee and services firm, has delivered growth but disappointed some investors on acquisitions. In December 2025, Tamim Funds Management reported a material trading update, with forecast first-half FY26 EBITDA of $6 million, up 13%, and positive full-year guidance. In March 2026, Oracle Advisory Group said it had done well from its initial investment, but noted part of its thesis, that Centrepoint would become active in acquiring direct financial advice businesses, had not played out as expected. Centrepoint Alliance operates in the Financials sector within the Capital Markets industry, and Thesis Tracker has captured 7 comments from 3 fund managers, including Tamim and Oracle. Founded in 1991 and headquartered in North Sydney, Centrepoint Alliance provides licensee and support services to financial advisers and accountants, along with investment solutions, managed accounts and lending services, and is one of Australia's largest providers of financial advice licensing services.

Market cap: $80m
Price to earnings: 13.3x
Return on equity: 18.7%
Dividend yield: 8.2%
Price to book: 2.33x
Net margin: 1.8%
52-week range: $0.32 to $0.45

Company figures as of 15 Oct 2026. For information only.

Questions

Who is investing in Centrepoint Alliance Ltd (ASX:CAF)?

Fund managers including Oracle Advisory Group, Hurdle Rate and Tamim Funds Management have invested in Centrepoint Alliance Ltd (ASX:CAF).

What opportunities or catalysts do fund managers highlight for Centrepoint Alliance Ltd?

Tamim highlights rising EBITDA and a positive trading update, reflecting growth in Centrepoint's licensee services and investment solutions.

What are the key risks to the Centrepoint Alliance Ltd investment thesis, according to fund managers?

Oracle notes Centrepoint has not pursued acquisitions of direct financial advice businesses as it expected, weakening part of its investment thesis.

What does Centrepoint Alliance Ltd (ASX:CAF) do?

Centrepoint Alliance Ltd., founded in 1991 and headquartered in North Sydney, provides financial advice, licensee support, and investment solutions. The company serves financial advisers, accountants, and mortgage brokers. It operates through four key segments: Licensee and Advice Services (AFS licensing and mortgage broking), Funds Management and Administration (IDPS and investment management), Consulting Services (advisory for self-licensed firms and licensees), and Corporate and Unallocated (administrative and finance functions). Centrepoint Alliance delivers comprehensive support services to the Australian financial services sector.

General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.

11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.

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