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 at call accounts and our cash management platform simplifies the process of choosing your preferred investment option, comparing 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.

Cashwerkz Group information

The Cashwerkz Limited group of companies, including Cashwerkz Technologies Pty Ltd, RIM Securities Ltd and Trustees Australia Limited, delivers an innovative online cash management marketplace in term deposit and at call accounts, whilst providing funding to over 49 Authorised Deposit taking Institutions (ADIs) and thousands of financial advisers and direct investors. Cashwerkz Limited is listed on the Australian Securities Exchange (ASX: CWZ) and the group is headquartered in Australia.


Cashwerkz Technologies Pty Ltd (Cashwerkz Technologies) leverages the latest technology to deliver an innovative and streamlined approach to investing in term deposits, at call and bonds. Meeting the growing demand for a trusted, reliable and secure online platform direct investors and financial professionals can manage their defensive assets and transact cash investments seamlessly.


RIM Securities established 14 years ago, is the independent fixed income specialist arm of Cashwerkz Limited. 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 cash, term deposits, fixed bonds and floating rate notes.



Trustees Australia Limited changed its company name to Cashwerkz Limited and adopted a new ASX ticker code of CWZ on 23 May 2019.

Established in 1987, Trustees Australia Limited provides a range of responsible entity, trustee and custodial services to fund managers and investors requiring bespoke solutions.


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 cash investment portfolio, at every stage of investing.

Our values

Your simple and secure online platform for cash investments.



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.



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 & Transparency


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.

Choice. Transparency. Secure




The Board

  • John Nantes


  • Michael Hackett


  • Brook Adcock


  • Nathan Leman


  • Craig Swanger


Our Team

  • Hector Ortiz

    Head of Sales and International and Acting Chief Executive Officer

  • Glen Kotopoulos

    Chief Operating Officer

  • Peter Whitfield

    Chief Technology Officer

  • Katherine Sadler

    Head of Marketing, Communications and Investor Relations

  • Michael Clout

    Sales Director - Institutions

  • Jeanette Cheung

    Business Development Manager - Middle Markets

  • Trevor Amoils

    Head of Money Market Trading

  • Paul Burbidge

    Head of Advised Distribution

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