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 Distribution and Strategic Accounts Team at Netwealth Group Ltd focuses on expanding and managing relationships with financial intermediaries and key account holders across Australia. This team is responsible for driving sales, developing distribution strategies, and ensuring the strategic alignment of Netwealth's financial products and services with the needs of their clients. They play a crucial role in business development, client retention, and enhancing the company's market presence by working closely with state managers and strategic account managers to tailor solutions that meet specific regional and client requirements.

Distribution and Strategic Accounts Team

About

Team members

Other teams at Netwealth Group Ltd

Software Development Team

Training and Relationship Management Team