JoAnne Stephenson

Helia Group Limited | Non-Executive Director

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

Companies and Roles

Company	Title	Tenure	Since
HLI Helia Group Limited	Non-Executive Director	2yrs	Jul 2024
IAG Insurance Australia Group Limited	Non-Executive Director	1yrs, 2mth	May 2025
QAL Qualitas Limited	Non-Executive Director	4yrs, 8mth	Nov 2021
LIC Lifestyle Communities Limited	Non-Executive Director	2yrs	Jul 2024

Holdings

Company	Last Notice	Direct Shares	Indirect Shares	Options	Convertibles
LIC Lifestyle Communities Limited	26/02/26	0	17,000	N/A	N/A
HLI Helia Group Limited	30/12/25	N/A	10,000	N/A	N/A
QAL Qualitas Limited	03/09/25	15,793	70,000	N/A	N/A
IAG Insurance Australia Group Limited	22/08/25	0	10,000	N/A	N/A
CGF	30/06/24	N/A	26,629	N/A	N/A

Transactions

Company	Date	Type	Amount	Price	Value	Notes
LIC Lifestyle Communities Limited	26/02/26	Buy	12,000	$5.011	$60,132	On-market trade
QAL Qualitas Limited	03/09/25	Buy	1,394	$3.755	$5,234	On-market trade
QAL Qualitas Limited	26/08/25	Buy	10,000	$3.467	$34,666	On-market trade
IAG Insurance Australia Group Limited	22/08/25	Buy	10,000	$8.727	$87,273	On-market trade
HLI Helia Group Limited	21/03/25	Buy	10,000	$4.891	$48,913	On-market trade

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