With over 20 years of experience in the Financial Services industry - including more than 18 years as a Financial Adviser within the Commonwealth Bank Group - Neil established and lead the Commonwealth Private Office in Queensland and brings deep expertise, commercial acumen, and strategic insight to the complex needs of Ultra High Net Worth individuals and families.
As a Partner, Investment Adviser, Neil is responsible for delivering tailored, holistic financial advice across tax-effective structuring, strategic asset allocation, investment portfolio design, and intergenerational wealth management. His solutions are built around the unique ambitions and complexities of each client, with a focus on preserving and growing generational wealth.
Holding a Master of Professional Accounting and a Bachelor of Commerce, Neil combines technical capability with a deeply personalised approach. Neil works to a simple philosophy of "Great advice goes beyond numbers - it’s about clarity, confidence, and creating lasting impact. My role is to help clients make smart, informed decisions today that secure and shape their legacy for generations to come."
