Authorised Representative No.: 263638
Qualifications: FASEA Qualified, Bachelor of Business (Management), Graduate Diploma of Financial Planning, Specialist Self-Managed Super Funds, Certificate of Margin Lending and Geared Investments
A seasoned professional with over 31 years’ experience in the financial services industry, Neil enjoys helping people achieve their life goals, and making a difference. He started his career in business and consumer lending, before moving into financial planning.
An esteemed member of the Financial Planning Association of Australia (FPA), Neil has provided comprehensive, personalised advice to thousands of Australians, at all stages of life. He is particularly passionate about educating his clients on the importance of cashflow management, bad debt elimination, superannuation, as well as appropriate personal risk management (insurance) – to assist them in maximising their financial objectives.
Neil’s strong analytical mind, coupled with his ability to simplify complex financial advice strategies, ensures his clients are well-versed and enabled to fulfill their long-term retirement goals.
Away from the office, Neil enjoys spending quality time with his son, coaching and playing cricket. You may also find Neil on a golf course, playing a round or two of social golf – or watching soccer and cricket.