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OTCM
NWLFF
Market cap2.92bUSD
, Last price  
USD
Name

Netwealth Group Ltd

Chart & performance

D1W1MN
OTCM:NWLFF chart
P/E
—
P/B
48.48
EPS
0.25
Vol. 1Y
—
Shs. 5Y
0.48%
Rev. 5Y
21.95%
Div Yld LY
—
Div Yld TTM
—
Revenues
383m
+22.61%
43,635,00051,593,00058,283,00060,637,00083,260,00098,770,000121,345,000141,982,000172,864,000207,008,000255,248,000312,296,000382,901,000
Net income
61m
-47.95%
8,194,0005,913,0009,148,00013,554,00020,818,00034,295,00043,661,00054,103,00055,552,00067,153,00083,370,000116,520,00060,652,000
CFO
58m
-54.32%
8,259,00013,585,0009,704,00012,827,00018,055,00040,757,00059,412,00037,809,00059,605,00079,226,00089,979,000126,845,00057,949,000

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Profile

Netwealth Group Limited is an Australian financial services provider specializing in wealth management. The company offers a comprehensive suite of products and services, including superannuation, a range of managed investment solutions like managed accounts and funds, and investor-directed portfolio services. It also provides specialized investment wrap products tailored for Self-Managed Superannuation Funds (SMSFs), alongside diverse investment options encompassing domestic and international listed securities, managed account models, and term deposits. Complementing these offerings are insurance products, administrative support for its superannuation master fund, separately managed accounts, and non-custodial administration services, as well as dedicated solutions for advisory, licensee, and private wealth needs. Netwealth further equips clients with advanced digital tools for portfolio management, performance tracking, investment research, and mobile access. Serving a broad client base, including individual investors, financial advisers, private clients, and high-net-worth firms, Netwealth Group Limited was established in Melbourne, Australia, in 1999.

Key people

Chairman of the Board · since 2025
Matthew Heine
Chief Executive Officer, Managing Director, Executive Director · since 2023
Hayden Stockdale
Chief Financial Officer · since 2024
Shanyn Payne
Chief People Officer · since 2023
John Hanrahan
Chief Information Officer · since 2012
Amanda Atkinson
General Manager - Service, Administration and Support · since 2022
Lindsay Coates
Executive General Manager, Private Wealth & Banking · since 2012
Alistair Densley
General Manager - Transformation and Special Projects · since 2023
Damian Holland
General Manager - Sales and Distributions · since 2019
David Sutherland
General Manager - Investment Operations and Managed Accounts
Matt West
General Manager - Product and Marketing
Jodie Henson
Chief Risk Officer, Joint Company Secretary · since 2023
Michael Max Heine
Non-Executive Director · since 2024
Independent Non-Executive Director · since 2024
Independent Non-Executive Director · since 2019
Davyd Lewis
Independent Non-Executive Director
Kate Temby
Independent Non-Executive Director · since 2021
IPO date
Nov 20, 2017
Employees
485
Domiciled in
AU
Incorporated in
AU

Valuation

Title
AUD in thousands, except ratios and share amounts
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