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Showing 1 - 10 of 18 results for "Netwealth Investments"

Praemium governance executive joins MST

ELIZABETH FRY | THURSDAY, 8 JAN 2026

... senior investment research analyst at Netwealth, overseeing SMA approvals and investment strategies issued by Netwealth Investments. From 2010 to 2016, he worked as a senior research manager at Sandhurst Trustees, where he oversaw Australian equities ...

Netwealth to spend $101m compensating First Guardian victims

JAMIE WILLIAMSON | THURSDAY, 18 DEC 2025

... Netwealth Superannuation Master Fund. The trustees of the fund, Netwealth Superannuation Services (NSS) and Netwealth Investments Limited (NIL), will now face ASIC in court after admitting it "did not assess sufficient information about the First Guardian ...

Netwealth to benefit from RC fallout

HARRISON WORLEY | MONDAY, 18 FEB 2019

... set up a new wholly-owned subsidiary as the trustee of the Netwealth Superannuation Master Trust, usurping Netwealth Investments Limited. Netwealth said a raft of appointments would be made to the board of the trustee, with independent directors set ...

Financial Synergy makes big play in big data

DARREN SNYDER | THURSDAY, 4 FEB 2016

... under administration. Financial Synergy's client base includes Pillar, ING DIRECT, Telstra Super, UniSuper, netwealth investments, QSuper, Clearview, Maritime Super and Tasplan.

JPM appoints sales exec from netwealth

LAURA MILLAN | WEDNESDAY, 29 JUL 2015

... manager to the role of key account manager for the northern region. Alexander Ordon joins J.P. Morgan from netwealth Investments, where he was regional manager for New South Wales, the ACT, Queensland and the Northern Territory. In his new role, Ordon ...

Netwealth appoints joint managing director

LAURA MILLAN | MONDAY, 1 DEC 2014

... has now been appointed joint managing director, with responsibilities over the business' platform operator netwealth Investments, Financial Planning Services, Pathway Licensee Services and Bridgeport Financial Services. The group's chairman Jane Tongs ...

ASIC accepts EU from two advice firms

LAURA MILLAN | TUESDAY, 24 SEP 2013

... representative and director of Lotus Securities Limited, submitted approximately 10 to 15 change of adviser forms to netwealth Investments Limited. The clients did not consent to the transfer, which effectively moved them from WealthSure to Lotus Securities. ...

Rainmaker Excellence Awards 2013

STAFF WRITER | THURSDAY, 9 MAY 2013

... Hillross Financial Services Finalists Private Word magazine App NAB Private Wealth netwealth accellerator netwealth Investments Riskfirst Rapid MLC Fast Fact Finder IOOF Best New Investment Product of the Year Winner UBS iQ Research Preferred Australian ...

netwealth naked wrap slashes fees to 35bp

LINDA HAUSKEN | THURSDAY, 19 JUL 2012

netwealth Investments has launched a next generation Wealth Accelerator naked wrap that slashes platform fees down to a low 35bps. The Wealth Accelerator wrap is the latest platform designed in response to the FOFA legislation and the push to fee transparency ...

netwealth unbundles super

MELANIE TIMBRELL | TUESDAY, 1 MAY 2012

... tailor investment and insurance requirements to the desired fee level. Matt Heine, executive director at netwealth investments said the Super Accelerator was designed as an alternative to industry funds and bank-owned products. "It is becoming more difficult ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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