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Netwealth Group Limited, a financial services company, engages in the wealth management business in Australia. It offers financial intermediation services; superannuation products; managed accounts; and managed funds, as well as investor directed portfolio services. The company 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, it 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. The company provides its financial services to investors and non-institutional intermediaries, including financial advisers, private clients, and high net worth firms. Netwealth Group Limited was founded in 1999 and is headquartered in Melbourne, Australia.
Name | Age | Since | Title |
---|---|---|---|
Michael Max Heine | - | 1999 | Joint MD & Director |
Timothy Michael Antonie | 55 | 2015 | Independent Non-Executive Chairman |
Davyd Charles Lewis | - | 2009 | Independent Non-Executive Director |
Sally Margaret Freeman | - | 2019 | Independent Non-Executive Director |
Kate Temby | - | 2021 | Independent Non-Executive Director |
Gary Tuck Hong Koh | 63 | - | Director |
Mark Robert Hake | 65 | - | Director |
Liao An Zhou | 66 | 1999 | Director |
Harry William Sorensen | 92 | 1996 | Chairman |
Matthew Alexander Max Heine | - | 2004 | CEO, MD & Director |
Sarah J. Brennan | 56 | 2024 | Independent Director |
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