Our people
With shared values, the Netwealth team is committed to the success of the company, our clients and partners.
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.
Curious
We are curious and look to challenge assumptions, explore new possibilities and enthusiastically learn.
Optimistic
We are optimistic and look to be positive, drive for solutions and demonstrate passion and pride.
Courageous
We are courageous and look to take action, overcome barriers and stand up for the right outcome.
Collaborative
We are collaborative and look to consider others’ priorities, share knowledge & help others and communicate effectively and respectfully.
Agile
We are agile and look to adapt to change, focus on agreed priorities and execute quickly and efficiently.
Genuine
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, along with his son Matt.
Matt Heine
Joint Managing Director
Matt started his career in financial services over 15 years ago when he joined Netwealth in July 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.
Jane Tongs
Chairman
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
Director
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
Director
Tim Antonie qualified as a chartered accountant at Price Waterhouse and was a Managing Director of UBS Investment Bank. Tim is a non-executive director of Premier Investments, Village Roadshow and Breville Group.
What our clients are saying
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Neal
Financial Adviser
Netwealth supports my business in many ways and understands what I am looking to achieve. [Their] service and administration gives me confidence in recommending Netwealth to my clients. Netwealth’s client service is great and they are passionate about helping us and our clients.
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Scott
Financial Adviser
With leading Fintech processes, dynamic innovation and a continuous development ethos in order to maintain and future proof the platform offering, [Netwealth gives] Advisers a clear point of difference for scale, execution and compliance.
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Malcolm
Financial Adviser
We continue to be impressed by their outstanding culture, their professionalism and their outstanding ongoing service. The impression we have is that all Netwealth’s management and staff are committed to the success of their company and ours.
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Ray
Financial Adviser
We were impressed from day one with the professionalism and proactivity of the entire team at Netwealth. Everyone from the Managing Director down was there to help and did exactly what they said they would do.
Sid Cavallaro
Senior Distribution Manager
Phone 0409 405 617
Email sid@netwealth.com.au
Location NSW & ACT
Brookie Fogarty
Distribution Manager
Phone 0401 888 644
Email brookie@netwealth.com.au
Location NSW & ACT
Victoria Anderson
Senior Distribution Manager
Phone 0411 534 354
Email victoria@netwealth.com.au
Location WA
Lindsay Coates
Senior Distribution Manager
Phone 0423 580 506
Email lindsay@netwealth.com.au
Location QLD
Justin Carroll
Senior Distribution Manager
Phone 0410 403 608
Email justin@netwealth.com.au
Location QLD
Damian Soraghan
Senior Distribution Manager
Phone 0418 801 688
Email damian@netwealth.com.au
Location SA & VIC
Racheal Collogan
Training & Relationship Manager
Phone 0434 263 372
Email racheal@netwealth.com.au
Location NSW
Ryan Gerhardt
Training & Relationship Manager
Phone 0421 690 242
Email ryan@netwealth.com.au
Location QLD
Carrie Burns
Training & Relationship Manager
Phone 0432 346 025
Email carrie@netwealth.com.au
Location WA
Beverley Cederberg
Senior Training & Relationship Manager
Phone 0421 951 026
Email beverley@netwealth.com.au
Location SA & VIC
Amanda Hon
Training & Relationship Manager
Phone 0431 134 120
Email amandah@netwealth.com.au
Location VIC