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Britannia Financial Services Limited
Britannia Financial Services is a Public Company that generates the majority of its income from the Financial Planning and Investment Advice industry. In 2025 the company generated total revenue of $4,203,000 including sales and other revenue. The exact number of employees for this organisation is not available. The Chief Executive of Britannia Financial Services is Mr Gavin Dixon whose official title is Chief Executive Officer. The Chairman of Britannia Financial Services is either not applicable or not available. Britannia Financial Services is a licensed managed investment scheme manager that offer the following services: UK Pension Transfers Integral Master Trust Financial Planning
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What's included in this industry analysis
IBISWorld's research coverage on the Britannia Financial Services Limited includes market sizing, forecasting, data and analysis. The most recent publication will be as current as of March 2026.
Company Details
What’s this enterprise profile about?
Britannia Financial Services Limited, trading as Britannia Financial Services, operates under the ABN and was incorporated on 10 February 2000. Britannia Financial Services Limited trades on the Australian Securities Exchange under the ticker code ASX:. Britannia Financial Services Limited primarily operates in the Financial Planning and Investment Advice industry in Australia.
Key Personnel
What’s included in the Key Personnel chapter?
The Key Personnel chapter outlines the principal leadership positions within Britannia Financial Services Limited, including the Chairman, Board members, Chief Executive Officer, and other key management personnel. It provides an overview of the company’s governance and executive structure, along with a breakdown of gender diversity across leadership roles, offering insight into the composition of the organisation’s senior team.
Financials
What’s included in the Financials chapter?
The Financials chapter presents Britannia Financial Services Limited’s historical financial performance, including detailed profit and loss statements outlining sales revenue, cost of sales, and profitability. It also incorporates balance sheet data, providing a breakdown of assets and liabilities, as well as additional financial metrics such as the number of shares on issue. Together, these disclosures offer a comprehensive view of the company’s financial position and performance over time.
Growth & Ratios
What’s included in the Growth & Rations chapter?
The Growth & Ratios chapter provides historical data on key financial performance indicators, enabling an assessment of the company’s operational efficiency, profitability, and financial structure over time. Metrics covered include return on equity, return on assets, profit margins, revenue per employee, as well as gearing and leverage ratios, offering a comprehensive view of performance trends and capital management.
Operating Segments
What’s included in the Operating Segments chapter?
The Operating Segments chapter provides an overview of the revenue composition and asset allocation across the various industries in which Britannia Financial Services Limited operates. It offers insights into how the company’s financial performance is distributed among its core business segments, highlighting the relative contribution of each industry to total revenue.
Competitor Benchmarking
What’s included in the Competitor Benchmarking chapter?
The Competitor Benchmarking chapter includes a comparative assessment of Britannia Financial Services Limited’s key financial, growth, and valuation ratios against industry averages to evaluate its competitive position. It analyses valuation metrics such as price-to-earnings, price-to-book, enterprise value to EBITDA, and enterprise value to sales, alongside core financial indicators including liquidity ratios and profitability measures.
Shareholders
What’s included in the Shareholders chapter?
The Shareholders chapter provides a breakdown of the ownership structure of Britannia Financial Services Limited, identifying key shareholders and outlining their respective ownership interests. This section offers insight into the concentration of shareholdings, the presence of institutional or strategic investors, and the overall distribution of equity within the company.
Subsidiaries
What’s included in the Subsidiaries chapter?
The Subsidiaries chapter provides an overview of the companies and business entities that are wholly or partially owned by Britannia Financial Services Limited. It outlines the ownership structure of each subsidiary, offering insight into the broader corporate group and how these entities contribute to the company’s overall activities and performance.
History
What’s included in the History chapter?
The History chapter presents a overview of Britannia Financial Services Limited’s development, highlighting key milestones and significant corporate events since its incorporation. It includes the company’s incorporation date and outlines major strategic, operational, and structural developments, providing context for its evolution and current market position.
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Frequently Asked Questions
What is Britannia Financial Services Limited?
Britannia Financial Services is a licensed managed investment scheme manager that offer the following services: UK Pension Transfers Integral Master Trust Financial Planning
What industry does Britannia Financial Services Limited operate in?
Britannia Financial Services Limited, trading as Britannia Financial Services, is a Public Company that generates the majority of its income from the Financial Planning and Investment Advice industry in Australia.
Where is Britannia Financial Services Limited located?
Murray Cod Australia Limited company is based at 106 Bush Road, Auckland, New Zealand, New Zealand.
Who is the CEO of Britannia Financial Services Limited?
The Chief Executive Officer of Britannia Financial Services Limited is Not Available and the Chief Executive Officer is Gavin Dixon.
What was Britannia Financial Services Limited’s revenue in 2025?
In 2025, Britannia Financial Services Limited generated total revenue of approximately $4.2 million.
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