19.36
-0.46%
Close of 9 Nov 2026, in AUD
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About Netwealth Group
Its shares trade on ASX under the ticker NWL.AX. It has been listed since 20 November 2017. In the fiscal year to 30 June 2026, it reported revenue before interest expense of A$382.9m and net income of A$60.7m. At that date it held total assets of A$276.3m and shareholders' equity of A$161.9m.
Netwealth Group Ltd. operates as an investment holding company. The company is headquartered in South Melbourne, Victoria. The company went IPO on 2017-11-20. The principal activities of the Company is to provide Financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration services. The firm offers portfolio administration, investment management tools, investment and managed account solutions, primarily to financial intermediaries and clients. The Netwealth Managed Account gives user access to a range of managed models that are created and maintained by investment managers.
Figures and description from our data supplier, not checked against the company's own report.
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 20 Nov 2017
- Employees
- 271
- Website
- netwealth.com.au ↗
Leadership
Pay as last reported
- Mr. Michael WachtelChairman of the Board, since 2025A$55,000
- Mr. Matthew HeineChief Executive Officer, Managing Director, Executive Director, since 2004A$2.1m
- Mr. Hayden StockdaleChief Financial OfficerA$483,626
- Ms. Shanyn PayneChief People Officer
- Mr. John HanrahanChief Information Officer
- Ms. Jodie HensonChief Risk, Legal and Governance Officer and Company Secretary
- Ms. Amanda AtkinsonGeneral Manager - Service, Administration and Support
- Ms. Lindsay CoatesExecutive General Manager, Private Wealth & Banking
- Mr. Damian HollandGeneral Manager - Sales and Distributions
- Mr. David SutherlandGeneral Manager - Investment Operations and Managed Accounts
- Mr. Matt WestGeneral Manager - Product and Marketing
- Mr. Michael Max HeineNon-Executive Director, since 1999A$56,620
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 45
- Environment
- 20
- Social
- 74
- Governance
- 40
- Direct emissions (scope 1)
- 10 t
- Energy emissions (scope 2)
- 50.3 t
- Women in the workforce
- 42%
- Carbon reduction policy
- No
- Human rights policy
- Yes
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Netwealth Group Ltd has consistently demonstrated strong financial performance, with steady revenue growth and profitability. This positions the company well in the competitive market.
- Netwealth Group Ltd boasts a robust and innovative technology platform that provides its customers with a seamless and efficient wealth management experience. This technology advantage gives the company a competitive edge.
Weaknesses
- Netwealth Group Ltd heavily relies on a limited number of key clients for a significant portion of its revenue. Any loss of these clients could have a detrimental impact on the company's financial performance.
- The financial industry is subject to strict regulations, and compliance can be complex and costly. Netwealth Group Ltd faces the ongoing challenge of staying compliant with changing regulatory requirements, which can potentially impact its operations.
Opportunities
- Netwealth Group Ltd operates in a market where there is a growing demand for wealth management services. The company can capitalize on this opportunity by expanding its client base and offering new products and solutions.
- As emerging markets experience economic growth and an increasing middle class, there is an opportunity for Netwealth Group Ltd to expand its operations into these regions and tap into new and untapped markets.
Threats
- Netwealth Group Ltd operates in a highly competitive market, with numerous financial institutions and wealth management firms vying for market share. Intense competition can potentially impact the company's growth and profitability.
- Netwealth Group Ltd is exposed to market volatility and economic uncertainties, which can affect investor sentiment and lead to fluctuations in the company's financial performance.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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