Our people and values
See wealth differently
At Netwealth we pride ourselves on living and breathing a set of shared values, impacting the way we work, communicate and live.
We are curious and look to challenge assumptions, explore new possibilities and enthusiastically learn.
We are optimistic and look to be positive, drive for solutions and demonstrate passion and pride.
We are courageous and look to take action, overcome barriers and stand up for the right outcome.
We are collaborative and look to consider others’ priorities, share knowledge & help others and communicate effectively and respectfully.
We are agile and look to adapt to change, focus on agreed priorities and execute quickly and efficiently.
We are genuine and look to be open, honest & transparent, act with integrity and ensure compliance with regulations and demonstrate professionalism consistently.
Matt's financial services career began when he joined Netwealth in 2001. His experience in sales, marketing and product brings a ‘hands on’ understanding to his role. Matt has a passion for advice, super, investment and technology and is a regular media commentator and presenter on these topics.
Michael has extensive experience in Australian and European financial markets, including commodity trading, international financing, mortgage lending and property development through the privately owned Heine Brothers organisation. In 1999 Michael then established Netwealth. Michael is now Director (since 2022) and was previously Joint Managing Director (since 1999), along with his son Matt.
Tim Antonie qualified as a chartered accountant at Price Waterhouse and was a Managing Director of UBS Investment Bank.
Davyd was a partner of Mallesons Stephen Jaques for 20 years where his roles included Partner in Charge of Melbourne, Managing Partner and Practice Team Leader of M&A and responsible for supervising the relationship with 50 of the firm's biggest clients.
Sally was a partner at KPMG for the past 15 years and is a Chartered Accountant. Her roles included Partner in Charge of KPMG’s Risk Consulting, Member of KPMG’s Global Risk Executive, and Head of Internal Audit and Board Advisory Services.
Kate has over 30 years of investment management and sustainable investment experience and is Managing Director, Institutional Client Group and Co-Chair of Metlife Investment Management’s Sustainable Investment Council. Kate is also a Director and Investment Committee Member of Conscious Investment Management and serves on the Melbourne Grammar School Investment Committee.
Sarah has over 30 years’ experience in the financial services industry. She is also a Non-Executive Director of Noble Oak Life Insurance Limited and has served as a Non-Executive Director of several companies and organizations, including AMP Superannuation, Mortgage Choice, BLSSR (NAB Subsidiary) and the Financial Planning Association of Australia.
Grant Joined Netwealth in May 2017. Grant has more than 30 years’ experience in financial services and the accounting profession, most recently as the Chief Financial Officer of EMR Capital, and has held several Chief Financial Officer and Chief Operating Officer roles within financial services.
John joined Netwealth in May 2012. Prior to joining Netwealth, John led the Australian technology team for BlackRock. John holds a Bachelor of Business (Banking and Finance).
Alistair joined Netwealth in May 2002, and was Netwealth’s General Manager, Operations for over 10 years and now is responsible for our transformation projects. He has over 20 years’ experience in the financial services industry and holds a Bachelor of Commerce.
Matt joined Netwealth in August 2020 and is responsible for product management and strategy. He has 20+ years experience in wealth management and financial services in senior roles across large wealth management institutions. He holds a Bachelor of Commerce and MBA.
Amanda joined Netwealth in February 2004 and has been Head of Investor Services since 2006. She has over 15 years’ experience in the financial services industry.
Damian joined Netwealth in 2019 and is responsible for managing Netwealth’s National Sales team. He brings 25 years of financial services experience working with major global and Australian wealth management firms in range of senior leadership roles.
David joined Netwealth in July 2013 and managed several teams including Corporate Actions and Managed Accounts up until his promotion to General Manager in 2022. He holds a Bachelor of Commerce (Finance & Marketing) and a Diploma of Financial Planning.
Jodie joined Netwealth in February 2023 and is responsible for managing Netwealth’s Legal, Risk and Compliance team. Jodie has over 20 years’ experience across the financial services industry in compliance, risk management, corporate governance, legal advice, and regulatory change.
Shanyn joined Netwealth in July 2023 and leads Netwealth's People and Culture team. Shanyn has over 20 years’ experience in various HR roles across financial services, tech and retail sectors. Shanyn has a Bachelor of Behavioural Science, a Graduate Diploma in Human Resources, an MBA, and is a certified member of the Australian Human Resources Institute.
Netwealth supports my business in many ways and understands what I am looking to achieve. [Their] service and administration gives me confidence in recommending Netwealth to my clients. Netwealth’s client service is great and they are passionate about helping us and our clients.
With leading Fintech processes, dynamic innovation and a continuous development ethos in order to maintain and future proof the platform offering, [Netwealth gives] Advisers a clear point of difference for scale, execution and compliance.
We continue to be impressed by their outstanding culture, their professionalism and their outstanding ongoing service. The impression we have is that all Netwealth’s management and staff are committed to the success of their company and ours.
We were impressed from day one with the professionalism and proactivity of the entire team at Netwealth. Everyone from the Managing Director down was there to help and did exactly what they said they would do.
Samantha Hawkins
Regional Sales Manager - VIC, NSW & TAS
Phone 0433 938 884
Damian Soraghan
Sales Director
Phone 0418 801 688
Karen Bismann
Senior Distribution Manager
Phone 0431 503 861
Genevieve Frost
Senior Distribution Manager
Phone 0466 026 501
Victoria Dupuche
Senior Manager - Training & Relationship Management
Phone 0403 182 967
Zarah O'Neill
Training & Relationship Manager
Phone 0422 878 730
Emilie Yap
Training & Relationship Manager
Phone 0431 134 120
Jasmine Tocock
Senior Training & Relationship Manager
Phone 0402 334 124
Lucy Gaff
Distribution Manager
Phone 0468 640 565
Beverley Cederberg
Senior Training & Relationship Manager
Phone 0421 951 026
Adele Vallieres
Senior Training & Relationship Manager
Phone 0402 303 015
Sean Geraghty
Training & Relationship Manager
Phone 0434 991 548
Nicholas Cameron
Senior Training & Relationship Manager
Phone 0481 458 969
Diana Chung
Sales Operations Manager
Phone 0479 182 195
Andrew Dwyer
Regional Sales Manager - QLD, SA, WA & NT
Phone 0466 945 274
Louisa Menzies
Training & Relationship Manager
Phone 0423 104 779
Guy Johnston
Distribution Manager
Phone 0435 197 049
Justin Carroll
Sales Director
Phone 0410 403 608
Evander Lomax
Training & Relationship Manager
Phone 0466 859 285
Kylie Scrivener
Senior Distribution Manager
Phone 0422 675 445
Elissa Mathews
Training & Relationship Manager
Phone 0421 808 065
Jamie Ridderhof
Senior Distribution Manager
Phone 0481 058 705
Karl Griffiths
Distribution Manager
Phone 0408 931 839
Kelly Hanlon
Training & Relationship Manager
Phone 0403 906 353
Naomi Finnigan
Head of Investment Solutions
Phone 0417 944 634
Lindsay Coates
Head of Strategic Accounts
Phone 0423 580 506
Nandi Affleck
Strategic Accounts Manager
Phone 0411 753 655
Sophie Firminger
National Key Account Manager
Phone 0403 851 896
Rebecca Wokes
National Key Account Manager
Phone 0472 811 594
Brad Wilson
Senior Training & Relationship Manager
Phone 0435 573 112
Simar Kohli
Senior Training & Relationship Manager
Phone 0468 562 610
Nicole Walsh
Strategic Accounts Associate
Phone 0466 462 260