Neil is an inspiring leader and trailblazer within the financial planning community.

Over the past decade, he has developed a strong client base and positioned the Brisbane office for significant growth.  Neil is passionate about being independent and will play an important role in the coming years as financial planning graduates into the professional era.

Neil loves to engage in philosophical debates outside the office. Thankfully he always keeps an open mind. He’ll finish the week with a game of soccer and then weekends are all about family.

Initial call

If you would like to arrange an initial call with Neil to discuss services, please access his calendar by clicking here.

Qualifications

• Bachelor of Commerce (Finance Honours) from University of Cape Town, South Africa
• IFAAA Gold Standard of Independence
• Certified Financial Planner™ (CFP™)
• Specialist courses in Self Managed Super Funds from Kaplan
• Advanced Diploma of Financial Planning from Kaplan
• Diploma of Financial Planning from Finsia
• Named Adviser Ratings first platinum adviser