Richard Morath
Director/Board Member at PLATINUM CAPITAL LIMITED
Net worth: 62 583 $ as of 2024-03-30
Profile
Richard Morath is currently the Chairman of GWM Advisor Services Ltd.
and a Director of JANA Investment Advisers Pty Ltd., Meritum Financial Group Pty Ltd., Godfrey Pembroke Ltd., PFS Nominees Pty Ltd., BNZ Life Insurance Ltd., BNZ Investment Services Ltd., Platinum Asia Investments Ltd., and National Wealth Management New Zealand Holdings Ltd.
He is also an Independent Non-Executive Director of Platinum Capital Ltd.
Additionally, he held former positions as Chairman of Plum Financial Services Ltd., Medfin Australia Pty Ltd., and IOOF Investment Services Ltd.
He was also a Non-Executive Director of National Australia Bank Ltd.
and MLC Investments Ltd.
Furthermore, he served as a Non-Executive Director of MLC Ltd.
from 1988 to 2014 and as a Non-Executive Director of Wealth Defender Equities Ltd.
from 2015 to 2018.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
PLATINUM CAPITAL LTD.
0.01% | 2023-06-29 | 42,372 ( 0.01% ) | 36 213 $ | 2024-03-30 |
2023-06-29 | 47,000 ( 0.01% ) | 26 370 $ | 2024-03-30 |
Richard Morath active positions
Companies | Position | Start |
---|---|---|
PLATINUM CAPITAL LIMITED | Director/Board Member | 2009-03-26 |
PLATINUM ASIA INVESTMENTS LIMITED | Director/Board Member | - |
National Wealth Management New Zealand Holdings Ltd. | Director/Board Member | - |
Meritum Financial Group Pty Ltd.
Meritum Financial Group Pty Ltd. Investment ManagersFinance Part of Nippon Life Insurance Co., Meritum Financial Group Pty Ltd. is an Australian company that provides financial advisory services. The private company is based in South Melbourne, Australia. Meritum Financial Group was acquired by MLC Ltd., part of Nippon Life Insurance Co. from October 03, 2016 on November 30, 2010. | Director/Board Member | - |
Godfrey Pembroke Ltd. | Director/Board Member | - |
Australian Bank Ltd. | Chief Executive Officer | - |
BNZ Investment Services Ltd. | Director/Board Member | 2013-06-30 |
GWM Advisor Services Ltd.
GWM Advisor Services Ltd. Investment ManagersFinance GWM Advisor Services Ltd., part of National Australia Bank Ltd., is a company headquartered in Sydney, Australia. The firm provides financial advice services. | Chairman | - |
JANA Investment Advisers Pty Ltd.
JANA Investment Advisers Pty Ltd. Investment ManagersFinance JANA Investment Advisers Pty Ltd. (JANA) is an independent investment manager headquartered in Sydney, Australia. The firm was founded in 1987 and formerly known as John A Nolan & Associates Pty Ltd. JANA advises various institutional clients, which includes corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts. | Director/Board Member | - |
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Former positions of Richard Morath
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Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
NATIONAL AUSTRALIA BANK LIMITED | Finance |
Private companies | 17 |
---|---|
Platinum Capital Ltd. | |
MLC Investments Ltd.
MLC Investments Ltd. Investment ManagersFinance MLC Investments Ltd. (MLC) is an asset management firm headquartered in North Sydney, Australia. The firm was founded in 1886 and is a subsidiary of MLC Holdings Ltd., ultimately held by National Australia Bank Ltd. (ASX: NAB; OTCMKTS: NABZY) in Australia. MLC provides investments, superannuation and financial advice to corporate, institutional and retail clients. | Finance |
MLC Ltd.
MLC Ltd. Investment ManagersFinance MLC Ltd. provides financial and estate planning, investment management, insurance and other related services. The company was founded in 1886 and is headquartered in North Sydney, Australia. | Finance |
JANA Investment Advisers Pty Ltd.
JANA Investment Advisers Pty Ltd. Investment ManagersFinance JANA Investment Advisers Pty Ltd. (JANA) is an independent investment manager headquartered in Sydney, Australia. The firm was founded in 1987 and formerly known as John A Nolan & Associates Pty Ltd. JANA advises various institutional clients, which includes corporations, charities, endowment funds, foundations, Government, superannuation funds, insurers, family offices and other trusts. | Finance |
Plum Financial Services Ltd.
Plum Financial Services Ltd. Investment ManagersFinance Plum Financial Services Ltd. engages in the provision of superannuation solutions for medium and large Australian organizations. The company was founded on February 27, 1998 and is headquartered in Melbourne, Australia. | Finance |
Medfin Australia Pty Ltd.
Medfin Australia Pty Ltd. Finance/Rental/LeasingFinance Part of Nippon Life Insurance Co., Medfin Australia Pty Ltd. is an Australian company that provides equipment leasing, dental finance, and healthcare finance services. The private company is based in St. Leonards, Australia. | Finance |
IOOF Investment Services Ltd.
IOOF Investment Services Ltd. Investment ManagersFinance IOOF Investment Services Ltd. (IOOF) is an asset management firm headquartered in Docklands, Australia. The firm was founded in 1846 and is a subsidiary of Insignia Financial Ltd. (ASX: IFL). IOOF offers a broad range of financial solutions for individuals, advisers and employers. | Finance |
Meritum Financial Group Pty Ltd.
Meritum Financial Group Pty Ltd. Investment ManagersFinance Part of Nippon Life Insurance Co., Meritum Financial Group Pty Ltd. is an Australian company that provides financial advisory services. The private company is based in South Melbourne, Australia. Meritum Financial Group was acquired by MLC Ltd., part of Nippon Life Insurance Co. from October 03, 2016 on November 30, 2010. | Finance |
Godfrey Pembroke Ltd. | |
PFS Nominees Pty Ltd.
PFS Nominees Pty Ltd. Regional BanksFinance PFS Nominees Pty Ltd. is an Australian company that acts as a nominee, trust, and depository. The private company is based in Melboume, Australia. | Finance |
BNZ Life Insurance Ltd.
BNZ Life Insurance Ltd. Life/Health InsuranceFinance Part of Dai-ichi Life Holdings, Inc., BNZ Life Insurance Ltd. provides life insurance services. The private company is based in Wellington, New Zealand. BNZ Life Insurance was acquired by Partners Life Ltd. from National Australia Bank Ltd. on October 01, 2022 for $205.18 million. | Finance |
BNZ Investment Services Ltd. | |
GWM Advisor Services Ltd.
GWM Advisor Services Ltd. Investment ManagersFinance GWM Advisor Services Ltd., part of National Australia Bank Ltd., is a company headquartered in Sydney, Australia. The firm provides financial advice services. | Finance |
Australian Bank Ltd. | |
Wealth Defender Equities Ltd.
Wealth Defender Equities Ltd. Regional BanksFinance Wealth Defender Equities Ltd. engages in the investment in Australian listed companies, derivatives, and equities. It invests mainly in listed large, mid and small cap companies. The company was founded on October 24, 2014 and is headquartered in Sydney, Australia. | Finance |
Platinum Asia Investments Ltd.
Platinum Asia Investments Ltd. Investment Trusts/Mutual FundsMiscellaneous Platinum Asia Investments Ltd. operates as a closed-end investment company. It invests primarily in listed securities of companies in the Asian Region. The company was founded on June 24, 2015 and is headquartered in Sydney, Australia. | Miscellaneous |
National Wealth Management New Zealand Holdings Ltd. |
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