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Colonial First State's Overview

Total employees1591
HeadquartersSydney
Founded

Colonial First State (CFS) is one of Australia's leading wealth management groups, dedicated to helping Australians achieve their financial aspirations. We provide a comprehensive range of financial solutions, including superannuation, investment products, and retirement planning services to individuals, financial advisers, and employers. Our focus is on delivering strong investment performance, innovative products, and excellent customer service to empower our members and clients to build and protect their wealth. With a rich history and a commitment to future growth, CFS aims to be a trusted partner in our customers' financial journeys.

Where is Colonial First State's Headquarters?

HQ Function

The headquarters serves as the central hub for Colonial First State's executive leadership, strategic planning, core operations, investment management oversight, technology development, and corporate support functions.

Notable Features:

Located in the prestigious Darling Park complex in Sydney's CBD, offering modern facilities, proximity to Darling Harbour, and excellent connectivity. The complex is known for its contemporary architecture and premium office amenities.

Work Culture:

A professional and dynamic corporate environment focused on collaboration, innovation (particularly in technology and customer solutions), and achieving positive outcomes for members. There's an emphasis on expertise in financial services and a customer-centric approach.

HQ Significance:

The Sydney headquarters centralizes key decision-making processes and symbolizes CFS's strong presence in Australia's primary financial services hub. Its location facilitates engagement with industry partners, regulators, and the broader financial community.

Values Reflected in HQ: The headquarters' prime location and modern facilities reflect professionalism, stability, and a commitment to excellence. The focus on a contemporary workspace also suggests an investment in its people and a forward-looking approach.

Location:

Colonial First State's primary operations and customer base are concentrated within Australia, where it provides superannuation, investment, and retirement solutions to Australian individuals and businesses. While its direct operational footprint is domestic, CFS engages with global markets through its investment management strategies, which involve investing in international assets and partnering with global fund managers to offer diversified portfolios to its members. The company's majority ownership by KKR, a global investment firm, also provides access to international expertise and a broader global perspective on investment trends and opportunities.

Street Address:

Tower 1, Darling Park, 201 Sussex Street

City:

Sydney

State/Province:

NSW

Country:

Australia

Colonial First State's Global Presence

Melbourne, VIC/Australia

Address: Level 27, 360 Collins Street, Melbourne VIC 3000

Provides a key presence in Australia's second-largest city and financial center, ensuring localized support and engagement for a significant number of CFS members, employers, and financial advisers in the southern states.

Brisbane, QLD/Australia

Address: Level 18, 123 Eagle Street, Brisbane QLD 4000

Addresses the needs of the growing Queensland market, offering local expertise and support for members and the adviser community in the state.

Adelaide, SA/Australia

Address: Level 9, 121 King William Street, Adelaide SA 5000

Ensures dedicated service and local presence for customers and partners in South Australia, supporting their wealth management needs.

Perth, WA/Australia

Address: Level 28, 108 St Georges Terrace, Perth WA 6000

Caters to the Western Australian market, offering accessible support and fostering relationships with members and advisers in the region.

Buying Intent Signals for Colonial First State

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Colonial First State

As of April 2025, Colonial First State' leadership includes:

Kelly Power - Chief Executive Officer
Jonathan Armitage - Chief Investment Officer
Todd Stevenson - Chief Financial Officer
Natalie Cameron - Chief Operating Officer
Ben Fitch - Chief Digital and Data Officer
Josh Grace - Chief Customer Officer
Shenaz Jegathesan - Chief People Officer
Bryce Quirk - Chief Distribution Officer
Andrew Creber - Chief Risk Officer

Investors of Colonial First State

Colonial First State has been backed by several prominent investors over the years, including:

KKR (Kohlberg Kravis Roberts & Co.) - Majority Shareholder
Commonwealth Bank of Australia (CBA) - Minority Shareholder

Executive New Hires/Exits in the Last 12 Months

Hire3
Exits1

Over the past 12-18 months, Colonial First State has significantly refreshed its executive leadership team, appointing new Chiefs in key areas such as Investment, Customer Experience, and Digital & Data. These changes aim to drive the company's strategic priorities following its acquisition by KKR.

Departures

Anthony Lane, Anthony Lane departed from his role as Chief Investment Officer.

New Appointments:

Jonathan Armitage, Jonathan Armitage appointed as new Chief Investment Officer, starting in early 2024.
Josh Grace, Josh Grace joined Colonial First State as the new Chief Customer Officer.
Ben Fitch, Ben Fitch was appointed as the inaugural Chief Digital and Data Officer.

Technology (Tech Stack) used by Colonial First State

Discover the tools Colonial First State uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Colonial First State Email Formats and Examples

Colonial First State commonly uses a standard corporate email format. The most prevalent pattern is firstname.lastname@cfs.com.au. Variations might exist but this is the most frequently observed structure for professional correspondence.

firstname.lastname@cfs.com.au or finitiallastname@cfs.com.au

Format

jane.doe@cfs.com.au

Example

85%

Success rate

News and media

Financial StandardFebruary 21, 2024

CFS slashes super fees

Colonial First State announced significant fee reductions across its superannuation products, aiming to deliver better value for its members. The changes affect several MySuper and choice products....more

InvestorDailyNovember 16, 2023

CFS names new chief investment officer

Colonial First State appointed Jonathan Armitage as its new Chief Investment Officer, succeeding Anthony Lane. Armitage was previously CIO at MLC Asset Management and is set to join CFS in early 2024....more

CMO AustraliaOctober 18, 2023

CFS launches first brand platform since CBA demerger

Colonial First State unveiled its new brand platform, 'Invest with more...', marking its first major brand campaign since becoming a standalone business majority-owned by KKR. The campaign focuses on empowering Australians to achieve more with their investments....more

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