About Us

Who we are

 

 

We are passionate about helping Australians earn more interest on their cash investments by providing an easy and secure platform to invest online. Our focus is term deposits and our cash management platform simplifies the process of choosing current term deposit rates, investing and switching between banks to manage your cash investments. With collective backgrounds in technology, financial services, e-Commerce and marketing, we have developed an online platform to transform the way consumers and financial advisers manage cash investing in Australia.

TAU Group information

Cashwerkz is a subsidiary of its parent company Trustees Australia Limited which includes fixed interest solution experts RIM Securities and RedGate Asset Management, to provide an extensive range of investment opportunities for Australians.

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RedGate Asset Management offers a range of simple and easy to understand investment products to all investors and can manage mandates for larger investors seeking an outsourced fixed income specialist.

redgateam.com.au

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RIM Securities is a fixed income specialist with a reputation for finding and delivering income solutions, across a range of segments and primarily focuses on the middle market. RIM Securities focuses on investors who may require custom solutions or require access to wholesale markets across term deposits, fixed coupon bonds and floating rate notes.

www.rimsec.com

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Established in 1987, Trustees Australia (ASX:TAU) is an ASX listed entity which provides a range of responsible entity, trustee and custodial services to fund managers and investors requiring bespoke solutions. Trustees Australia has two existing subsidiaries, RedGate Asset Management and RIM Securities, with Cashwerkz being its newest addition from early August 2017.

www.trusteesau.com.au

Working together to give you more choice

As a group, we have over 13 years specialised industry experience and can help you take control of your defensive assets and make the right cash investment to suit your needs. Through innovative technology and a team of knowledgeable defensive asset experts, we empower investors to make their own decisions and take charge of their cash investments. The transparency and security of the Cashwerkz online marketplace allows investors to seamlessly manage their defensive asset portfolio, at every stage of investing.

Our values

Your simple and secure online platform for cash investments

Simplicity

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We want our cash management platform to work simply and seamlessly so you can free up time to spend on what’s most important to you. We are always working to improve our service and welcome your feedback, please contact us to make a suggestion.

Trust & Security

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We recognise the trust you are placing in us and take this responsibility very seriously. We enforce the strictest security measures to protect your personal information, you can learn how in our security statement.

Choice

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With full transparency of the investment process, and access to a range of banks and defensive assets in one place, you can now decide what you do with your money and when.

Trusted Technology. Simple Investing. Solid Returns

 

 

 

The Board

  • Michael Hackett

    Chairman

    • Michael Hackett

    Chairman

  • Brook Adcock

    Director

    • Brook Adcock

    Director

    (Executive Chairman, The Adcock Group) BSc, MAICD, ATPL
    Brook has already had several successful careers and brings with him a vast array of knowledge and experience. He graduated from The Australian Defence Force Academy in 1986, was RAAF Pilot until 1996, a Qantas Pilot until 2008, founded Pandora Jewellery Australia in 2004, and his own successful Private Investment Company in 2009. His leadership, knowledge of technology, forward thinking, and administrative skills are invaluable to Cashwerkz and have positioned him at the vanguard of the current technology wave in Australia
  • John Nantes

    Director

    • John Nantes

    Director

    John holds three bachelor degrees in Law, Commerce and Arts, as well as a Diploma of Financial Planning, and has over 20 years experience in the financial services industry.He managed Australia’s largest SMSF business at Crowe Horwath with 10,000+ accounts and has directed businesses with assets of over $10 billion. He is now the responsible manager and a board director for Cashwerkz.
  • Nathan Leman

    Director

    • Nathan Leman

    Director

Our Team

  • Hector Ortiz

    CEO

    • Hector Ortiz

    CEO

  • Glen Kotopoulos

    COO

    • Glen Kotopoulos

    COO

  • Peter Whitfield

    CTO

    • Peter Whitfield

    CTO

  • Katherine Sadler

    Head of Marketing and Communications

    • Katherine Sadler

    Head of Marketing and Communications

  • Rob Hay

    Head of Advised Distribution

    • Rob Hay

    Head of Advised Distribution

  • Michael Clout

    Sales Director, Institutions

    • Michael Clout

    Sales Director, Institutions

  • Jeanette Cheung

    Business Development Manager – Middle Markets

    • Jeanette Cheung

    Business Development Manager – Middle Markets

Learn more about our service

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