Netwealth Group Ltd
Trisha Saldanha is a Senior Manager in Risk & Compliance at Netwealth since November 2023, bringing extensive experience from previous roles at E&P Financial Group and Dixon Advisory. At E&P Financial Group, Trisha held positions from Manager/Senior Manager to Senior Associate in Risk & Compliance, where responsibilities included developing and maintaining compliance processes, conducting third-party risk audits, analyzing surveillance outcomes, and managing regulatory requests. Trisha's foundation in finance began at Dixon Advisory, progressing through various roles including Investment Adviser and Associate Adviser. Trisha holds a Bachelor of Arts and a Bachelor of Business from Monash University.
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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.