Profile
Mr. Michael Heine is a Joint Managing Director at Netwealth Group Ltd., and Netwealth Investments Ltd. and a Managing Director at Financial Planning Services Australia Pty Ltd. He is on the Board of Directors at Bridgeport Financial Services Pty Ltd. He established Netwealth in 1999. Mr. Heine has extensive experience in Australian and European financial markets, including commodity trading, international financing, mortgage lending and property development through the privately owned Heine Brothers organisation.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
NETWEALTH GROUP LTD.
41.84% | 04/04/2024 | 102,104,990 ( 41.84% ) | 1 407 M $ | 31/03/2024 |
Michael Heine active positions
| Companies | Position | Start |
|---|---|---|
| NETWEALTH GROUP LIMITED | Founder | 01/01/1999 |
Netwealth Investments Ltd.
 Netwealth Investments Ltd. Investment ManagersFinance Netwealth Investments Ltd. (Netwealth) is an investment management firm headquartered in Melbourne, Australia. The firm was founded by Michael Heine in 1999 and is a subsidiary of Netwealth Holdings Ltd., which is owned by Netwealth Group Ltd. (ASX: NWL). Netwealth offers financial services which include general financial product advice in relation to securities, superannuation products, interests in managed investment schemes and certain life insurance products, deal in superannuation products and interests in managed investments schemes and deal in basic deposit products, non-cash payment products, certain life insurance products, interests in managed investment schemes. | Founder | 01/01/1999 |
Financial Planning Services Australia Pty Ltd.
 Financial Planning Services Australia Pty Ltd. Investment ManagersFinance Financial Planning Services Australia Pty Ltd. provides advisory solutions and financial planning services. The firm provides objective and transparent investment and financial planning advice. Its adviser solutions include professional development, technical support, research, software, and compliance. The company was founded in 1985 and is headquartered in Sydney, Australia. | Chief Executive Officer | - |
Former positions of Michael Heine
| Companies | Position | End |
|---|---|---|
Bridgeport Financial Services Pty Ltd.
 Bridgeport Financial Services Pty Ltd. Investment ManagersFinance Bridgeport Financial Services Pty Ltd. provides investment advisory services. Its services include financial planning, saving and budgeting, investments, insurance, saving for retirement, retirement income options, estate planning and aged care. The company was founded in 1999 and is headquartered in Sydney, Australia. | Director/Board Member | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| NETWEALTH GROUP LIMITED | Finance |
| Private companies | 3 |
|---|---|
Netwealth Investments Ltd.
Netwealth Investments Ltd. Investment ManagersFinance Netwealth Investments Ltd. (Netwealth) is an investment management firm headquartered in Melbourne, Australia. The firm was founded by Michael Heine in 1999 and is a subsidiary of Netwealth Holdings Ltd., which is owned by Netwealth Group Ltd. (ASX: NWL). Netwealth offers financial services which include general financial product advice in relation to securities, superannuation products, interests in managed investment schemes and certain life insurance products, deal in superannuation products and interests in managed investments schemes and deal in basic deposit products, non-cash payment products, certain life insurance products, interests in managed investment schemes. | Finance |
Financial Planning Services Australia Pty Ltd.
Financial Planning Services Australia Pty Ltd. Investment ManagersFinance Financial Planning Services Australia Pty Ltd. provides advisory solutions and financial planning services. The firm provides objective and transparent investment and financial planning advice. Its adviser solutions include professional development, technical support, research, software, and compliance. The company was founded in 1985 and is headquartered in Sydney, Australia. | Finance |
Bridgeport Financial Services Pty Ltd.
Bridgeport Financial Services Pty Ltd. Investment ManagersFinance Bridgeport Financial Services Pty Ltd. provides investment advisory services. Its services include financial planning, saving and budgeting, investments, insurance, saving for retirement, retirement income options, estate planning and aged care. The company was founded in 1999 and is headquartered in Sydney, Australia. | Finance |
- Stock Market
- Insiders
- Michael Heine
