JoAnne Stephenson

Helia Group Limited | Non-Executive Director

Ms Stephenson has experience spanning over 25 years across a range of industries. JoAnne was previously a senior client partner in the Advisory division at KPMG and has key strengths in finance, accounting, risk management and governance. JoAnne is member of Risk and Compliance committee and Chair of Investment Committee.

Companies and Roles

Company	Title	Tenure	Since
HLI Helia Group Limited	Non-Executive Director	11mth	Jul 2024
IAG Insurance Australia Group Limited	Non-Executive Director	1mth	May 2025
QAL Qualitas Limited	Non-Executive Director	3yrs, 8mth	Nov 2021
LIC Lifestyle Communities Limited	Non-Executive Director	1yrs	Jul 2024

Holdings

Company	Last Notice	Direct Shares	Indirect Shares	Options	Convertibles
IAG Insurance Australia Group Limited	12/05/25	0	N/A	N/A	N/A
HLI Helia Group Limited	21/03/25	0	10,000	N/A	N/A
QAL Qualitas Limited	09/09/24	14,399	60,000	N/A	N/A
LIC Lifestyle Communities Limited	02/09/24	0	5,000	N/A	N/A
CGF	30/06/24	N/A	26,629	N/A	N/A

Transactions

Company	Date	Type	Amount	Price	Value	Notes
HLI Helia Group Limited	21/03/25	Buy	10,000	$4.891	$48,913	On-market trade
QAL Qualitas Limited	09/09/24	Buy	4,399	$2.386	$10,498	On-market trade
LIC Lifestyle Communities Limited	02/09/24	Buy	5,000	$7.745	$38,725	On-market trade
QAL Qualitas Limited	01/03/24	Buy	20,000	$2.750	$55,000	On-market trade
QAL Qualitas Limited	21/03/23	Buy	20,000	$2.520	$50,400	On-market trade

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