Our values

Our shared values

At Netwealth we pride ourselves on living and breathing a set of shared values, impacting the way we work, communicate and live.


We are curious and look to challenge assumptions, explore new possibilities and enthusiastically learn.


We are optimistic and look to be positive, drive for solutions and demonstrate passion and pride.


We are courageous and look to take action, overcome barriers and stand up for the right outcome.


We are collaborative and look to consider others’ priorities, share knowledge & help others and communicate effectively and respectfully.


We are agile and look to adapt to change, focus on agreed priorities and execute quickly and efficiently.


We are genuine and look to be open, honest & transparent, act with integrity and ensure compliance with regulations and demonstrate professionalism consistently.

The board and executive team

A team of creators with a sense of purpose

The Netwealth team is committed to the success of the company, curious and genuine in their approach to partnering with our clients to help them see wealth differently.

Meet the Board

Michael Heine

Joint Managing Director

Michael has extensive experience in Australian and European financial markets, including commodity trading, international financing, mortgage lending and property development through the privately owned Heine Brothers organisation. In 1999 Michael then established Netwealth. Michael is now Joint Managing Director (since 1999), along with his son Matt.

Matt Heine

Joint Managing Director

Matt's financial services career began when he joined Netwealth in 2001. Matt’s experience in sales, marketing and product brings a ‘hands on’ understanding to his role. Matt has a passion for advice, superannuation, investment and technology and is a regular media commentator and presenter on these topics. Matt has been a Joint Managing Director since January 2015.

Jane Tongs

Chairman, , Independent Director, since April 2000

Jane was a partner at PwC till 2000 specialising in the financial services sector. She has had significant experience in insurance, funds management and superannuation. Jane is currently a Non-Executive Director of a number of companies including the Cromwell Property Group.

Davyd Lewis

Independent Director, since July 2009)

Davyd was a partner of Mallesons Stephen Jaques for 20 years where his roles included Partner in Charge of Melbourne, Managing Partner and Practice Team Leader of M&A and responsible for supervising the relationship with 50 of the firm's biggest clients.

Tim Antonie

Independent Director, since November 2015

Tim Antonie qualified as a chartered accountant at Price Waterhouse and was a Managing Director of UBS Investment Bank.

Sally Freeman

Independent Director, since October 2019

Sally was a partner at KPMG for the past 15 years and is a Chartered Accountant. Her roles included Partner in Charge of KPMG’s Risk Consulting, Member of KPMG’s Global Risk Executive, and Head of Internal Audit and Board Advisory Services.

Meet the Executive team

Grant Boyle

Chief Financial Officer

Grant Joined Netwealth in May 2017. Grant has more than 30 years’ experience in financial services and the accounting profession, most recently as the Chief Financial Officer of EMR Capital, and has held several Chief Financial Officer and Chief Operating Officer roles within financial services.

John Hanrahan

Chief Information Officer

John joined Netwealth in May 2012. Prior to joining Netwealth, John led the Australian technology team for BlackRock. John holds a Bachelor of Business (Banking and Finance).

Alistair Densley

General Manager Operations

Alistair joined Netwealth in May 2002, and has been Netwealth’s General Manager, Operations since September 2010. He has over 15 years’ experience in the financial services industry and holds a Bachelor of Commerce.

Rachel Axton

General Manager Legal, Risk and Compliance

Rachel joined Netwealth in February 2016. She has more than 20 years’ experience in financial services, and previously managed the Colonial First State Custom Solutions Risk and Compliance team. Rachel holds a Bachelor of Business (Economics) and a Graduate Diploma in Superannuation Management.

Phil Coldwell

General Manager Product

Philip joined Netwealth in November 2011. He has over 30 years of experience in financial services management roles. Prior to joining Netwealth, Philip was joint owner and CEO of a successful non-aligned financial planning licensee. His experience also includes 14 years in management at a major Australian financial services institution.

Amanda Atkinson

Head of Investor Services

Amanda joined Netwealth in February 2004 and has been Head of Investor Services since 2006. She has over 15 years’ experience in the financial services industry.

Meet the Business Development Managers

Damian Holland
Head of Distribution

Phone 0410 311 333
Location VIC

Damian Soraghan
State Manager

Phone 0418 801 688
Email damian@netwealth.com.au
Location VIC, SA, WA & TAS

Karen Bismann
Senior Distribution Manager

Phone 0431 503 861
Email karen@netwealth.com.au
Location VIC

Nandi Affleck
Senior Distribution Manager

Phone 0411 753 655
Email nandi@netwealth.com.au
Location TAS & VIC

Paul Yates
State Manager

Phone 0419 129 151
Email pauly@netwealth.com.au
Location NSW & ACT

Sid Cavallaro
Senior Distribution Manager

Phone 0409 405 617
Email sid@netwealth.com.au
Location NSW & ACT 

Rebecca Wokes
Senior Distribution Manager

Phone 0472 811 594 
Email rebecca@netwealth.com.au
Location NSW & ACT

Brookie Fogarty
Distribution Manager

Phone 0401 888 644
Email brookie@netwealth.com.au
Location NSW & ACT

Carine Grassy
Key Account Manager

Phone 0400 639 691
Email carine@netwealth.com.au
Location NSW & ACT 

Justin Carroll
State Manager

Phone 0410 403 608
Email justin@netwealth.com.au
Location QLD

Lindsay Coates
Strategic Account Manager

Phone 0423 580 506
Email lindsay@netwealth.com.au
Location QLD

Kylie Scrivener
Senior Distribution Manager

Phone 0422 675 445
Email kylie@netwealth.com.au
Location QLD

Andrew Dwyer
Senior Distribution Manager

Phone 0466 945 274
Email andrewd@netwealth.com.au
Location SA

John Bezich
Senior Distribution Manager

Phone 0411 534 354
Email johnb@netwealth.com.au
Location WA

Meet the Training and Relationship Managers

Beverley Cederberg
Senior Training & Relationship Manager

Phone 0421 951 026
Email beverley@netwealth.com.au
Location SA & VIC

Kurtis Bierhuizen
Training & Relationship Manager

Phone 0402 334 124
Email kurtis@netwealth.com.au
Location VIC & TAS

Brad Wilson
Strategic Training & Relationship Manager

Phone 0435 573 112
Email brad@netwealth.com.au
Location VIC

Lucy Gaff
Training & Relationship Manager

Phone 0431 134 120
Email lucy@netwealth.com.au
Location VIC

Racheal Collogan 
Senior Training & Relationship Manager

Phone 0434 263 372 
Email racheal@netwealth.com.au
Location NSW

Camilla Banasiak
Training & Relationship Manager

Phone 0411 964 894 
Email camilla@netwealth.com.au
Location NSW

Christopher De Livera
Training & Relationship Manager

Phone 0434 991 548
Email christopherdl@netwealth.com.au
Location NSW

Ryan Gerhardt
Senior Training & Relationship Manager

Phone 0421 690 242
Email ryan@netwealth.com.au
Location QLD

Rachel Graham
Training & Relationship Manager

Phone 0413 415 503
Email rachelg@netwealth.com.au
Location QLD

Guy Johnston
Senior Training & Relationship Manager

Phone 0435 197 049
Email guy@netwealth.com.au
Location SA

Elyse Bamber
Training & Relationship Manager

Phone 0432 346 025
Email elyse@netwealth.com.au
Location WA