Neal is experienced in the provision of Strategic and Investment Advice to High Net Worth individuals and families, specifically in the area of Self-Managed Superannuation Funds.
 
Neal is a Certified Financial Planner (CFP), as well as an SMSF Specialist Advisor and has over 20 years’ experience as a Financial Adviser. He has held senior roles at HSBC Private Clients, Mercer Wealth Solutions, as an Executive Manager at Commonwealth Private Bank and most recently as General Manager of the Private Wealth Division of Paradigm Wealth Management.
 
 

Areas of expertise:

  • Wealth Management

  • Strategic and Investment Advice

  • Self-Managed Superannuation Funds