Netwealth Group Ltd
Lindsay Coates is an experienced professional in the financial services sector, currently serving as the Head of Strategic Accounts at Netwealth since July 2012, where responsibilities include managing portfolios for Private Banks, HNW firms, and institutional clients, while driving sales opportunities and product management initiatives. Previous roles include Strategic Account Manager and Senior Distribution Manager at CAERUS Capital Group, and Assistant Director at Macquarie Bank. Earlier career highlights also feature a position as Senior Training & Relationship Manager at Colonial Geared Investments and Business Development at Deutsche Bank. Lindsay holds a Graduate Certificate in Philanthropy and Not-for-Profit from QUT, completed between 2019 and 2021, and is currently pursuing a Master's degree in the same field at QUT.
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Netwealth Group Ltd
Netwealth Group Limited (Netwealth) is an Australia-based technology company that offers superannuation and non-superannuation platform product. The principal activities of the Company is to provide Financial Intermediaries and investors with financial services including managed funds, investor directed portfolio services, a superannuation master fund, separately managed accounts and self-managed superannuation administration services. The Company offers portfolio administration, investment management tools, investment and managed account solutions, primarily to financial intermediaries and clients. The Netwealth Managed Account gives user access to a range of managed models that are created and maintained by investment managers.