Our values
Our shared values
At Netwealth we pride ourselves on living and breathing a set of shared values, impacting the way we work, communicate and live.
Curious
We are curious and look to challenge assumptions, explore new possibilities and enthusiastically learn.
Optimistic
We are optimistic and look to be positive, drive for solutions and demonstrate passion and pride.
Courageous
We are courageous and look to take action, overcome barriers and stand up for the right outcome.
Collaborative
We are collaborative and look to consider others’ priorities, share knowledge & help others and communicate effectively and respectfully.
Agile
We are agile and look to adapt to change, focus on agreed priorities and execute quickly and efficiently.
Genuine
We are genuine and look to be open, honest & transparent, act with integrity and ensure compliance with regulations and demonstrate professionalism consistently.
The board and executive team
A team of creators with a sense of purpose
The Netwealth team is committed to the success of the company, curious and genuine in their approach to partnering with our clients to help them see wealth differently.
Meet the Board
Michael Heine
Joint Managing Director
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 Joint Managing Director (since 1999), along with his son Matt.
Matt Heine
Joint Managing Director
Matt's financial services career began when he joined Netwealth in 2001. Matt’s experience in sales, marketing and product brings a ‘hands on’ understanding to his role. Matt has a passion for advice, superannuation, investment and technology and is a regular media commentator and presenter on these topics. Matt has been a Joint Managing Director since January 2015.
Jane Tongs
Chairman, , Independent Director, since April 2000
Jane was a partner at PwC till 2000 specialising in the financial services sector. She has had significant experience in insurance, funds management and superannuation. Jane is currently a Non-Executive Director of a number of companies including the Cromwell Property Group.
Davyd Lewis
Independent Director, since July 2009)
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.
Tim Antonie
Independent Director, since November 2015
Tim Antonie qualified as a chartered accountant at Price Waterhouse and was a Managing Director of UBS Investment Bank.
Sally Freeman
Independent Director, since October 2019
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.
What our clients are saying
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Neal
Financial Adviser
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.
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Scott
Financial Adviser
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.
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Malcolm
Financial Adviser
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.
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Ray
Financial Adviser
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.
Damian Soraghan
State Manager
Phone 0418 801 688
Email damian@netwealth.com.au
Location VIC, SA, WA & TAS
Nandi Affleck
Senior Distribution Manager
Phone 0411 753 655
Email nandi@netwealth.com.au
Location TAS & VIC
Sid Cavallaro
Senior Distribution Manager
Phone 0409 405 617
Email sid@netwealth.com.au
Location NSW & ACT
Rebecca Wokes
Senior Distribution Manager
Phone 0472 811 594
Email rebecca@netwealth.com.au
Location NSW & ACT
Brookie Fogarty
Distribution Manager
Phone 0401 888 644
Email brookie@netwealth.com.au
Location NSW & ACT
Lindsay Coates
Strategic Account Manager
Phone 0423 580 506
Email lindsay@netwealth.com.au
Location QLD
Kylie Scrivener
Senior Distribution Manager
Phone 0422 675 445
Email kylie@netwealth.com.au
Location QLD
Beverley Cederberg
Senior Training & Relationship Manager
Phone 0421 951 026
Email beverley@netwealth.com.au
Location SA & VIC
Kurtis Bierhuizen
Training & Relationship Manager
Phone 0402 334 124
Email kurtis@netwealth.com.au
Location VIC & TAS
Racheal Collogan
Senior Training & Relationship Manager
Phone 0434 263 372
Email racheal@netwealth.com.au
Location NSW
Camilla Banasiak
Training & Relationship Manager
Phone 0411 964 894
Email camilla@netwealth.com.au
Location NSW
Ryan Gerhardt
Senior Training & Relationship Manager
Phone 0421 690 242
Email ryan@netwealth.com.au
Location QLD
Guy Johnston
Senior Training & Relationship Manager
Phone 0435 197 049
Email guy@netwealth.com.au
Location SA