Netwealth

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia's Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients. Netwealth Investments Limited holds an Australian Financial Services Licence (AFSL 230975) issued by the Australian Securities and Investments Commission (ASIC), a Registrable Superannuation Entity Licence (No. L0000192) issued by the Australian Prudential Regulation Authority (APRA) and Netwealth is a member of the Financial Services Council (FSC). Netwealth Investments Limited, Australian Planning Services Pty Ltd and Bridgeport Financial Services Pty Ltd are wholly owned subsidiaries of Netwealth Group Limited Ltd (Netwealth group). Netwealth is also the custodian for the Netwealth Superannuation Master Fund, the Netwealth Wrap Service, and the Netwealth Global Specialist Series Funds.*Investment Trends May 2016 Planner Technology Report - Survey based on 892 Financial Planners between April and May 2016 and Investment Trends December 2016 Platform Benchmarking Report - Based on a review of 19 platforms from 11 platform owners between August and December 2016.