NWL

Russell 2000 below the 200-day average · S&P 500, Nasdaq below the 50-day average

Overview →

NWL News

About

Netwealth Group Limited is a publicly listed financial services company specializing in wealth management and investment administration solutions across Australia. Founded in 1999 and headquartered in Melbourne, the company operates a proprietary cloud-based platform offering superannuation products—including accumulation and retirement income options—as well as investor-directed portfolio services for both managed and self-managed super funds. Its platform serves a wide range of clients, including financial advisers, private clients, and high-net-worth individuals, providing access to diversified investment vehicles such as listed securities, managed funds, annuities, and insurance products. Notably, Netwealth integrates portfolio management and performance tools with investment research and mobile access, facilitating seamless administration and reporting services. As both a technology provider and superannuation trustee, Netwealth distinguishes itself by leveraging software-as-a-service (SaaS) models, charging fees based on assets under administration and management. Through its innovative solutions and comprehensive product suite, Netwealth Group Limited plays a pivotal role in modernizing Australia’s wealth management industry, delivering scalable support to advisers and clients in the evolving financial landscape.

Industry
Software - Application
CEO
Mr. Matthew Alexander Max Heine
Country
Australia

Leadership (10)

Christopher H. PetersonPresident, Chief Executive Officer & Director
Mark J. ErcegChief Financial Officer
Robert A. SchmidtChief Accounting Officer
Kristine Kay MalkoskiPresident of Learning & Development
Tracy L. PlattChief Human Resources Officer
Dan GustafsonChief Information Officer
Nate YoungSenior Vice President of Design & Ideation
Nick HammittChief Marketing Officer
Joanne FreibergerSenior Vice President of Investor Relations & Chief Communications Officer
Bradford R. TurnerChief Legal & Administrative Officer and Corporate Secretary
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.