Netwealth Group Limited (ASX: NWL)
Australia flag Australia · Delayed Price · Currency is AUD
28.11
-0.20 (-0.71%)
Dec 20, 2024, 4:10 PM AEST

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.

Netwealth Group Limited
Netwealth Group logo
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