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. While the working week is dedicated to clients, the weekends are all about family.

Specialisation

Neil has a diverse client base of successful business owners, C-Suite employees, humble achievers and has a particular interest in working with medical and dental professionals.

Initial call

Use this link if you would like to arrange an initial call with Neil to discuss whether we’re the right for and advisers for you. 

Qualifications

• Bachelor of Commerce (Finance Honours) from University of Cape Town, South Africa
• PIFA 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