Our people and values

See wealth differently

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

Matt Heine

Chief Executive Officer & Managing Director

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

Michael Heine


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 Director (since 2022) and was previously Joint Managing Director (since 1999), along with his son Matt.

Tim Antonie

Chairman since February 2021 and Independent director since October 2015

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

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.

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.

Kate Temby

Independent Director, since February 2021

Kate has over 30 years of investment management and sustainable investment experience and is Managing Director, Institutional Client Group and Co-Chair of Metlife Investment Management’s Sustainable Investment Council. Kate is also a Director and Investment Committee Member of Conscious Investment Management and serves on the Melbourne Grammar School Investment Committee.

Sarah Brennan

Independent Director, since February 2024

Sarah has over 30 years’ experience in the financial services industry. She is also a Non-Executive Director of Noble Oak Life Insurance Limited and has served as a Non-Executive Director of several companies and organizations, including AMP Superannuation, Mortgage Choice, BLSSR (NAB Subsidiary) and the Financial Planning Association of Australia.

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 Transformation & Special Projects

Alistair joined Netwealth in May 2002, and was Netwealth’s General Manager, Operations for over 10 years and now is responsible for our transformation projects. He has over 20 years’ experience in the financial services industry and holds a Bachelor of Commerce.

Matt West

General Manager Product & Strategy

Matt joined Netwealth in August 2020 and is responsible for product management and strategy. He has 20+ years experience in wealth management and financial services in senior roles across large wealth management institutions. He holds a Bachelor of Commerce and MBA.

Amanda Atkinson

General Manager Service Delivery & Support

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.

Damian Holland

General Manager Sales & Distribution

Damian joined Netwealth in 2019 and is responsible for managing Netwealth’s National Sales team.  He brings 25 years of financial services experience working with major global and Australian wealth management firms in range of senior leadership roles.

David Sutherland

General Manager Investment Operations & Managed Accounts

David joined Netwealth in July 2013 and managed several teams including Corporate Actions and Managed Accounts up until his promotion to General Manager in 2022. He holds a Bachelor of Commerce (Finance & Marketing) and a Diploma of Financial Planning.

Jodie Henson

Chief Risk Officer

Jodie joined Netwealth in February 2023 and is responsible for managing Netwealth’s Legal, Risk and Compliance team. Jodie has over 20 years’ experience across the financial services industry in compliance, risk management, corporate governance, legal advice, and regulatory change.

Shanyn Payne

Chief People Officer

Shanyn joined Netwealth in July 2023 and leads Netwealth's People and Culture team. Shanyn has over 20 years’ experience in various HR roles across financial services, tech and retail sectors. Shanyn has a Bachelor of Behavioural Science, a Graduate Diploma in Human Resources, an MBA, and is a certified member of the Australian Human Resources Institute.

Meet the Distribution Team


Victoria & Tasmania

Damian Soraghan
State Manager

Phone 0418 801 688

Karen Bismann
Senior Distribution Manager

Phone 0431 503 861

Genevieve Frost
Senior Distribution Manager

Phone 0466 026 501

Lucy Gaff
Distribution Manager

Phone 0468 640 565

Zarah O'Neill
Training & Relationship Manager

Phone 0422 878 730

Emilie Yap
Training & Relationship Manager

Phone 0431 134 120

Jasmine Tocock
Senior Training & Relationship Manager

Phone 0402 334 124

Beverley Cederberg
Senior Training & Relationship Manager

Phone 0421 951 026

Victoria Dupuche
Senior Manager - Training & Relationship Management

Phone 0403 182 967



New South Wales & Australian Capital Territory 

Paul Yates
State Manager

Phone 0419 129 151

Rachel Collogan - Sydney

Racheal Collogan 
Distribution Manager

Phone 0434 263 372 

Kurtis Bierhuizen
Distribution Manager

Phone 0468 573 025

Adele Vallieres - Sydney

Adele Vallieres
Training & Relationship Manager

Phone 0402 303 015

Nicholas Cameron
Training & Relationship Manager

Phone 0481 458 969

Sean Geraghty - Sydney

Sean Geraghty
Training & Relationship Manager

Phone 0434 991 548

Diana Chung
Sales Operations Manager

Phone 0479 182 195


Justin Carroll
State Manager

Phone 0410 403 608

Evander Lomax
Training & Relationship Manager

Phone 0466 859 285

Kylie Scrivener
Senior Distribution Manager

Phone 0422 675 445

Elissa Mathews
Training & Relationship Manager

Phone 0421 808 065

South Australia, Western Australia & Northern Territory 

Andrew Dwyer - Adelaide

Andrew Dwyer
State Manager

Phone 0466 945 274

Louisa Menzies - Adelaide

Louisa Menzies
Training & Relationship Manager

Phone 0423 104 779

Guy Johnston
Distribution Manager

Phone 0435 197 049

Jamie Ridderhof
Senior Distribution Manager

Phone 0481 058 705

Karl Griffiths
Distribution Manager

Phone 0408 931 839

Kelly Hanlon
Training & Relationship Manager

Phone 0403 906 353

Investment Solutions 

Naomi Finnigan
Head of Investment Solutions

Phone 0417 944 634

Strategic and Key Account Management

Lindsay Coates
Head of Strategic Accounts

Phone 0423 580 506

Nandi Affleck
Strategic Accounts Manager

Phone 0411 753 655

Sophie Firminger
National Key Account Manager

Phone 0403 851 896

Rebecca Wokes
National Key Account Manager

Phone 0472 811 594 

Brad Wilson
Strategic Training & Relationship Manager

Phone 0435 573 112

Simar Kohli
Senior Training & Relationship Manager

Phone 0468 562 610

Nicole Walsh
Strategic Accounts Associate

Phone 0466 462 260