RM

Renato Mota

Mr Mota has more than 20 years' experience in financial services and held a number of senior executive roles within the Group. In December 2018, Mr Mota was appointed Acting CEO and prior to that was Group General Manager-Wealth Management since January 2016. During this time, he was instrumental in leading the Insignia Financial Group through a series of forward thinking, strategic initiatives including the advice-led strategy, the ClientFirst transformation and establishing the IOOF Advice Academy. Previously, he held numerous executive roles, including as General Manager of Distribution, Investor Solutions, and Corporate Strategy and Communications. Before joining the Group in 2003, Mr Mota worked for Rothschild and NAB in corporate finance roles with a focus on mergers and acquisitions. He was involved in wealth management transactions including the demerger of Henderson Group plc from AMP in 2003 and NAB's acquisition of MLC and Deutsche Financial Planning.

Holding

Company
Last Notice
Direct Shares
Indirect Shares
Options
Convertibles
24/08/2363,500346,328N/AN/A

Transactions

Company
Date
Type
Amount
Price
Value
Notes
28/09/23
Expiry
113,476$2.360$267,803As advised by the company
21/11/22
Issued
527,261$3.330$1,755,779Issue of securities
21/11/22
Expiry
86,239$3.330$287,175As advised by the company
04/08/22
Exercise
62,500$3.190$199,375Conversion of securities
04/08/22
Buy
62,500$3.190$199,375Conversion of securities