Investor centre

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Overview

SPP Offer – Apply here

SelfWealth Ltd is an Australian owned and operated company that offers a brand new solution to an age-old investment problem – how to empower investors to make informed decisions without paying exorbitant brokerage fees.

Established in 2012, we’re an online community for investors, partnering to achieve a common purpose of better returns. For the first time in Australia, investors can now access an online tool that compares their portfolio’s performance against other investors.

At SelfWealth, we call a trade a trade. That’s why in early 2016 we launched Australia’s first flat fee brokerage solution. Our members can now trade shares for $9.50 per trade on US and ASX stocks with no commissions – regardless of the size of the trade.

ASX announcements

Title Date
2020 Financial Year Annual Report DD/MM/YYYY

Investor services

My shareholding

The SelfWealth share register is maintained by Link Market Services Limited. By visiting the Link Investor Centre, shareholders can:

  • View their holding details
  • Register to receive Annual Reports electronically
  • Access and update information held by our Share Registry
  • View information relating to dividend and transaction history
  • Provide their Tax File Number or ABN
  • Download forms, change address details, update communication preferences and add or amend direct credit details.

When you visit the Link Investor Centre, you will need your Security Reference Number (SRN) or Holder Identification Number (HIN) to verify your identity. Your SRN/HIN is available on your holding/transaction and distribution statements.

For all other questions, please contact the Registry:

Link Market Services
Locked Bag A14
Sydney South NSW 1235
P: +61 1300 554 474
F: +61 2 9287 0303

registrars@linkmarketservices.com.au
www.linkmarketservices.com.au

Board of Directors

Rob Edgley
Chairman
John O'Shaughnessy
Non-Executive Chairman
Tony Lally
Non-Executive Director
Tam Vu
Non-Executive Director

Management

Cath Whitaker
CEO
Andrew Dick
Chief Technology Officer
Jarrod Purchase
Head of Marketing
Josh Sprague
Head of Product
Brendan Mutton
Head of Sales
Matthew Jones
Head of Client Services
Tania De Vincentis
Head of Operations & Compliance

Investor Contact

 

Registered Office

SelfWealth Ltd
Level 2, 613 Canterbury Road
Surrey Hills VIC 3127

shareholders@selfwealth.com.au
www.selfwealth.com.au

 

Share Registry

Link Market Services

Locked Bag A14
Sydney South NSW 1235

P: +61 1300 554 474
F: +61 2 9287 0303

registrars@linkmarketservices.com.au
www.linkmarketservices.com.au

 

Auditor

Grant Thorton
Collins Square, Tower 5
727 Collings Street
Melbourne VIC 3008

grantthorton.com.au