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SelfWealth

SelfWealth
Leadership team

Ms. Mandy Drake (CFO & Company Sec.)

Ms. Catherine Whitaker (CEO, MD & Exec. Director)

Mr. Andrew Dick (Chief Technology Officer)

Products/ Services
Financial Services, Industrial, Professional Services
Number of Employees
0 - 50
Headquarters
Surrey Hills, Victoria, Australia
Established
2011
Revenue
5M - 20M
Traded as
ASX:SWF
Social Media
Overview
Location
Summary
SelfWealth Limited provides online share trading services in Australia, the United States, and Hong Kong. It also supports retail investor community. The company was incorporated in 2011 and is based in Surrey Hills, Australia.
History

SelfWealth was founded in 2011 by Andrew Ward and allowed investors to track the performance of their entire portfolio in real-time. The company has since grown to become one of the most popular online brokerages in Australia with more than 50,000 clients.

Mission
Our mission is to help Australians build and manage their wealth intelligently through innovative investing solutions and services.
Vision
Our vision is to become Australia’s leading online investment platform, providing a tailored and convenient wealth solution that is affordable and easy to use.
Key Team

Ms. Tania De Vincentis (Head of Operations & Compliance)

Mr. Brendan Mutton (Head of Sales)

Mr. Jarrod Purchase (Head of Marketing)

Mr. Josh Sprague (Head of Product)

Mr. Matthew Jones (Head of Customer Support)

Recognition and Awards
SelfWealth has been recognized as one of Australia’s fastest growing businesses, winning several awards including the Australian Financial Review Fast Starter award, the Equitise Fintech Business of the Year award and the FD awards Fintech of the Year award.
References

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SelfWealth
Leadership team

Ms. Mandy Drake (CFO & Company Sec.)

Ms. Catherine Whitaker (CEO, MD & Exec. Director)

Mr. Andrew Dick (Chief Technology Officer)

Products/ Services
Financial Services, Industrial, Professional Services
Number of Employees
0 - 50
Headquarters
Surrey Hills, Victoria, Australia
Established
2011
Revenue
5M - 20M
Traded as
ASX:SWF
Social Media