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.

Finance

Netwealth Group Ltd

Naomi Finnigan

John Hanrahan

Lindsay Coates

The Business Analysis and Strategy team at Netwealth Group Ltd is responsible for analyzing market trends, operational efficiencies, and financial data to inform strategic decision-making. They identify opportunities for business improvement, streamline asset transfer processes, and support the continuous enhancement of Netwealth’s financial services and products. This team plays a critical role in optimizing investment management tools and ensuring the efficient execution of asset transfers and non-custodial investments.

Business Analysis and Strategy

About

Team members

Other teams at Netwealth Group Ltd

Software Development Team

Distribution and Strategic Accounts Team

Training and Relationship Management Team