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 Training and Relationship Management Team at Netwealth Group Ltd is responsible for educating financial intermediaries and clients on the company's financial services and products, ensuring effective use and understanding of the platform. They build and maintain strong relationships with clients through personalized support and strategic guidance, helping clients maximize their investment outcomes and enhance overall satisfaction with Netwealth’s offerings.

Training and Relationship Management Team

About

Team members

Other teams at Netwealth Group Ltd

Software Development Team

Distribution and Strategic Accounts Team