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Neal is a Director in the Wealth Management team with 30+ years of experience as a Financial Advisor, specialising in superannuation, internal audits, and wealth management. 

As a Certified Financial Planner (CFP) and SMSF Specialist Advisor, Neal excels in the provision of Strategic and Investment Advice to high-net-worth individuals and family offices, primarily in Self-Managed Superannuation Funds. 

Neal has held senior positions at major banking institutions, contributing to his well-rounded expertise.


  • Superannuation
  • Wealth Management