With shared values, the Netwealth team is committed to the success of the company, our clients and partners.
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 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.
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 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 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 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 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.
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. Sally has significant experience in regulatory compliance, risk and governance.