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 (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.

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 is a Partner with Affirmative Investment Management and member of Investment Committees for Conscious Investment Management and Melbourne Grammar School. Previously, Kate has worked in global roles as a Managing Director at Goldman Sachs Asset Management and a Consultant at PwC.

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

Chief Governance Officer

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

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 and 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.

Meet the Distribution Team

 

Victoria & Tasmania

Damian Soraghan
State Manager

Phone 0418 801 688

Beverley Cederberg
Senior Training & Relationship Manager

Phone 0421 951 026

Karen Bismann
Senior Distribution Manager

Phone 0431 503 861

Nandi Affleck
Senior Distribution Manager

Phone 0411 753 655

Lucy Gaff
Senior Training & Relationship Manager

Phone 0431 134 120

Jasmine Tocock
Training & Relationship Manager

Phone 0402 334 124

 

 

New South Wales

Paul Yates
State Manager

Phone 0419 129 151

Camilla Banasiak
Distribution Manager  

Phone 0411 964 894 

Sid Cavallaro
Senior Distribution Manager

Phone 0409 405 617

Racheal Collogan 
Distribution Manager

Phone 0434 263 372 

Christopher De Livera
Training & Relationship Manager

Phone 0434 991 548

Kurtis Bierhuizen
Training & Relationship Manager

Phone 0468 573 025

Nicholas Cameron
Training & Relationship Manager

Phone 0481 458 969

Diana Chung
Sales Operations Manager

Phone 0479 182 195



Queensland

Justin Carroll
State Manager

Phone 0410 403 608

Kylie Scrivener
Senior Distribution Manager

Phone 0422 675 445

Ryan Gerhardt
Distribution Manager

Phone 0468 570 252

Rachel Graham
Training & Relationship Manager

Phone 0413 415 503

Candace Backx
Training & Relationship Manager

Phone 0466 858 189



South Australia

Andrew Dwyer
Senior Distribution Manager

Phone 0466 945 274

Guy Johnston
Senior Training & Relationship Manager

Phone 0435 197 049



Western Australia

John Bezich
Senior Distribution Manager

Phone 0411 534 354

Elyse Bamber
Training & Relationship Manager

Phone 0432 346 025



National Key Account Management

Rebecca Wokes
Key Account Manager

Phone 0472 811 594 

Carine Grassy
Key Account Manager

Phone 0400 639 691



Strategic Account Management

Lindsay Coates
Strategic Account Manager

Phone 0423 580 506

Brad Wilson
Strategic Training & Relationship Manager

Phone 0435 573 112

Simar Kohli
Strategic Account Associate

Phone 0435 573 112