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.
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.
Tim Antonie
Chairman since February 2021 and Independent director since October 2015
Tim Antonie qualified as a chartered accountant at Price Waterhouse and was a Managing Director of UBS Investment Bank.
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.
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.
Kate Temby
Independent Director, since February 2021
Kate is a Partner with Affirmative Investment Management and member of Investment Committees for Conscious Investment Management and Melbourne Grammar School. Previously, Kate has worked in global roles as a Managing Director at Goldman Sachs Asset Management and a Consultant at PwC.
Meet the Executive team
Grant Boyle
Chief Financial Officer
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 Hanrahan
Chief Information Officer
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 Densley
General Manager Operations
Alistair joined Netwealth in May 2002, and has been Netwealth’s General Manager, Operations since September 2010. He has over 15 years’ experience in the financial services industry and holds a Bachelor of Commerce.
Rachel Axton
General Manager Legal, Risk and Compliance
Rachel joined Netwealth in February 2016. She has more than 20 years’ experience in financial services, and previously managed the Colonial First State Custom Solutions Risk and Compliance team. Rachel holds a Bachelor of Business (Economics) and a Graduate Diploma in Superannuation Management.
Phil Coldwell
General Manager Product
Philip joined Netwealth in November 2011. He has over 30 years of experience in financial services management roles. Prior to joining Netwealth, Philip was joint owner and CEO of a successful non-aligned financial planning licensee. His experience also includes 14 years in management at a major Australian financial services institution.
Amanda Atkinson
Head of Investor Services
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.
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.
Meet the Distribution Team
Victoria & Tasmania
Damian Holland
Head of Distribution
Phone 0410 311 333
Damian Soraghan
State Manager
Phone 0418 801 688
Beverley Cederberg
Senior Training & Relationship Manager
Phone 0421 951 026
Karen Bismann
Senior Distribution Manager
Phone 0431 503 861
Lucy Gaff
Training & Relationship Manager
Phone 0431 134 120
Nandi Affleck
Senior Distribution Manager
Phone 0411 753 655
Jasmine Tocock
Training & Relationship Manager
Phone 0402 334 124
New South Wales
Brookie Fogarty
Distribution Manager
Phone 0401 888 644
Christopher De Livera
Training & Relationship Manager
Phone 0434 991 548
Racheal Collogan
Distribution Manager
Phone 0434 263 372
Queensland
Justin Carroll
State Manager
Phone 0410 403 608
Rachel Graham
Training & Relationship Manager
Phone 0413 415 503
Kylie Scrivener
Senior Distribution Manager
Phone 0422 675 445
Annabel Roberts
Training & Relationship Manager
Phone 0421 690 242
Ryan Gerhardt
Distribution Manager
Phone 0468 570 252
South Australia
Andrew Dwyer
Senior Distribution Manager
Phone 0466 945 274
Guy Johnston
Senior Training & Relationship Manager
Phone 0435 197 049
Western Australia
John Bezich
Senior Distribution Manager
Phone 0411 534 354
Elyse Bamber
Training & Relationship Manager
Phone 0432 346 025
National Key Account Management
Rebecca Wokes
Key Account Manager
Phone 0472 811 594
Carine Grassy
Key Account Manager
Phone 0400 639 691
Strategic Account Management
Lindsay Coates
Strategic Account Manager
Phone 0423 580 506
Brad Wilson
Strategic Training & Relationship Manager
Phone 0435 573 112
Simar Kohli
Strategic Account Associate
Phone 0435 573 112