Netwealth Group Company Description
Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia.
The company operates a platform that offers superannuation, including accumulation and retirement income products; investor directed portfolio services for self-managed superannuation and non-superannuation investments; managed accounts and funds, self-managed superannuation funds administration; and non-custodial administration and reporting services.
It also provides investment wrap products; investment options, such as listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards; insurance products; forms and disclosure documents; and resources and tools, as well as advisory, licensee, and private wealth solutions.
In addition, the company offers superannuation master fund, managed accounts, and self-managed superannuation and non-custodial administration services; and portfolio management tools, performance tools, investment research tools, and mobile access tools.
It provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms.
The company was founded in 1999 and is headquartered in Melbourne, Australia.
Country | Australia |
Founded | 1999 |
Industry | Software - Application |
Sector | Technology |
Employees | 539 |
CEO | Matthew Alexander Heine |
Contact Details
Address: 180 Flinders Street Melbourne, 3000 Australia | |
Phone | 61 3 9655 1300 |
Website | netwealth.com.au |
Stock Details
Ticker Symbol | NWL |
Exchange | Australian Securities Exchange |
Fiscal Year | July - June |
Reporting Currency | AUD |
ISIN Number | AU000000NWL7 |
SIC Code | 6200 |
Key Executives
Name | Position |
---|---|
Matthew Alexander Max Heine | Chief Executive Officer, MD and Director |
Grant A. Boyle C.A. | Chief Financial Officer and Joint Company Secretary |
David Sutherland | Executive General Manager of Investment Operations and Managed Accounts |
John Hanrahan | Chief Information Officer |
Amanda Atkinson | Executive General Manager of Service, Administration and Support |
Jodie Henson | Chief Risk, Legal and Governance Officer and Joint Company Secretary |
Damian Holland | Executive General Manager of Sales and Distribution |
Matt West | Executive General Manager of Product and Marketing |
Shanyn Payne | Chief People Officer |
Lindsay Coates | Head of Strategic Accounts |