 Matt Heine Joint Managing Director, netwealth Investments Limited (at time of writing) Matt Heine commenced with netwealth Investments Limited in January 2000 and has been instrumental in the development and implementation of the business strategy, distribution and marketing of the netwealth group since that time. As Joint Managing Director he is involved in overseeing all business activity at a board and executive level for netwealth Group Limited and its subsidiaries which include Bridgeport Financial Services Pty Limited, Financial Planning Services Australia Pty Limited and Pathway Licensee Services.
MATT HEINE | TUESDAY, 18 SEP 2018 Momentum is continuing at a rapid pace in the adoption of managed accounts, the days of them being a niche service being offered by only limited platforms is long gone. Read more MATT HEINE | MONDAY, 14 AUG 2017 Three years ago, we set ourselves a challenge - to create a dynamic, flexible and efficient managed account platform that advisers could tailor to really suit their needs and the needs of their clients. We set out to create a real game changer, a solution ... Read more DAN MILES , MATT HEINE , NEAL DUNNE | MONDAY, 7 MAR 2016 A new approach to portfolio management Read more MATT HEINE | THURSDAY, 21 MAY 2015 Managed Accounts are not new, they have existed in the US for many decades and have been spoken about and offered in various guises in Australia for the better part of 10 years. Read more PAGE: 1 |
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Further Reading
Cover Story
On the horizon
MICHAEL TOWNSEND
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
PARTNER & PRIVATE WEALTH ADVISER
TOWNSEND COBAIN PTY LTD
Tim Townsend is a people person at heart, and using managed accounts he has more time to do what he loves most - engaging with clients. But that doesn't mean just any solution will do. Eliza Bavin writes.
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