Neil is a respected leader and trailblazer in Australia’s independent financial advisory community. With a deep commitment to truly independent advice, Neil continues to champion a conflict-free approach to financial planning as the profession evolves.
He advises a diverse range of clients, including medical professionals, high-income earners, and families with significant wealth. Neil specialises in helping clients grow and preserve their wealth, navigate complex retirement transitions, and implement intergenerational wealth strategies that create lasting impact.
Neil’s style is strategic, collaborative, and values-driven—focused on providing clarity and confidence at every stage of a client’s financial journey.
When not immersed in strategy or client meetings, Neil devotes his time to raising his three kids, hitting the gym, occasionally stepping onto the jiu-jitsu mat, and making the most of life outside the office with equal parts discipline and humour.
Qualifications
- PIFA Gold Standard of Independence – Founding Member
- Bachelor of Business Science (Finance Honours), UCT, South Africa
- Specialist courses in Self-Managed Super Funds (Kaplan)
- Advanced Diploma of Financial Planning (Kaplan)
- Diploma of Financial Planning (Finsia)
- Financial Services Guide
Honours and awards
- Foundation member: Profession of Independent Financial Advisers
- Certified Independent Financial Advisers Association Member
- Best New Licensee – Finalist: IFA Excellence Awards – 2015
- Adviser Ratings first platinum adviser – October 2014
- Best Financial Advisers top financial advisers in Brisbane
- Best Brisbane top financial advisers in Brisbane
