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Netwealth Group Ltd
Level 6/180 Flinders Street
Phone: +61 800888223p:+61 800888223 MELBOURNE, VIC  3000  Australia Ticker: NWLNWL
Business Summary
Netwealth Group Limited is an Australia-based financial services company. The Company acts as a technology company, a superannuation fund trustee and a wealth administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The Company operates through two segments: Platform Operations, and Data and Advice Tech Solutions. The Company’s subsidiaries include Netwealth Superannuation Services Pty Ltd (NSS) and Netwealth Investments Limited (NIL). Netwealth Superannuation Services Pty Ltd is the trustee of the Netwealth Superannuation Master Fund. NIL is the trustee of the Netwealth Superannuation Master Fund.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/20236/30/2023Yes----

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Non-Executive Chairman of the Board Timothy M.Antonie 2/17/2021 11/1/2015
Chief Executive Officer, Managing Director, Executive Director MatthewHeine 6/1/2023 1/1/2015
Chief Financial Officer, Joint Company Secretary GrantBoyle 5/1/2017 5/1/2017
12 additional Officers and Directors records available in full report.

Business Names
Business Name
Netwealth Fiduciary Services Pty Ltd
Netwealth Group Services Pty Ltd
Netwealth Holdings Limited
4 additional Business Names available in full report.

General Information
Number of Employees: 271 (As of 6/30/2019)
Outstanding Shares: 244,026,357 (As of 12/31/2023)
Shareholders: 3,840
Stock Exchange: ASX
Fax Number: +61 396551333


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