Who is Wealthtrac?

Who is Wealthtrac?

Who is Wealthtrac Pty Ltd?

AFSL Number 404335

Wealthtrac was established in 2003 as a co-operative of independent dealers to service the small to medium independent financial advisers market.

During this time, a number of advisers were moving away from institutionally owned practices to establish their independently owned practices and Wealthtrac saw the need to develop and distribute comprehensive, quality and competitive products for these advisers and their clients.

Wealthtrac believes that the relationships we have with advisers is a partnership, and thus our business model is one where we place great emphasis on communication and working together with advisers, ensuring that we can provide premium products accompanied with the finest training and support services. 

Today, Wealthtrac is an administration platform that provides a suite of superannuation, pension and investment products that were designed collectively with dealers and advisers for their clients.

As an advocate for independent dealers, Wealthtrac, together with advisers, are committed to providing quality products to help clients achieve their financial goals.

About Matthew Johnson

As the Managing Director & CEO, Matthew is responsible for the overall operations of Wealthtrac Pty Ltd. 

Matthew has been with Wealthtrac since 2005. He started at Wealthtrac as the Head of Distribution where his role involved the broadening of Wealthtrac’s national distribution network through small to medium dealer groups. In 2010 Matthew was appointed Managing Director & CEO. Today Wealthtrac has over $1.4 Billion Funds Under Administration and approximately 8000 investors as at 30 September 2016. In April 2013 Wealthtrac launched its SMSF service and in October 2013 released their SMSF mobile app - the first time an SMSF administrator has allowed for this level of functionality on a mobile device.

Prior to joining Wealthtrac, Matthew was an Authorised Representative with the Lonsdale Financial Group where he was a financial planner responsible for advising retail and wholesale clients. 

Previously, Matthew also held a Managing Director position at a leading investment and education company.

With Matthew’s extensive experience in the finance industry, he brings with him a broad understanding of the financial services marketplace and is well versed in understanding the needs of advisers and their clients.

Matthew is a member of the Australian Institute of Company Directors.