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 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.
While the working week is dedicated to clients, the weekends are all about family.
Expertise
Neil has a diverse client base of successful business owners, high income individuals and families with significant wealth. He has helps clients through wealth accumulation, through to those transitioning to retirement and humble achievers who have made work optional.
Initial call
Use this link if you would like to arrange an initial call with Neil.
Qualifications
- PIFA Gold Standard of Independence – Founding Member
- Bachelor of Business Science (Finance Honours), University of Cape Town, South Africa
- Specialist courses in Self Managed Super Funds (Kaplan)
- Advanced Diploma of Financial Planning (Kaplan)
- Diploma of Financial Planning (Finsia)
Honours and awards
- Foundation member: Profession of Independent Financial Advisers
- Independent ratings site Best Financial Advisers current list of top financial advisers in Brisbane
- Best New Licensee – Finalist: IFA Excellence Awards – 2015
- Named Adviser Ratings first platinum adviser – October 2014