Netwealth Group Ltd
Yesha Shukla is an experienced finance professional currently serving as Manager of Asset Transfers & Non-Custodial Investments at Netwealth since September 2021. Prior to this role, Yesha held the position of Senior Associate at FNZ Group from January 2019 to September 2021 and co-founded Hub Sixty, where work spanned from May 2017 to June 2020. Yesha's career began as a Client Relationship Manager at Start Finance Australia from November 2013 to December 2018. Yesha is pursuing a Master of Business Administration at RMIT University, expected to complete in December 2024, and holds the RG 146 certification in Superannuation & Insurance Personal Advice from Mentor Education.
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Netwealth Group Ltd
Netwealth Group Limited (Netwealth) is an Australia-based technology company that offers superannuation and non-superannuation platform product. The principal activities of the Company is to provide Financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration services. The Company offers portfolio administration, investment management tools, investment and managed account solutions, primarily to financial intermediaries and clients. The Netwealth Managed Account gives user access to a range of managed models that are created and maintained by investment managers.