Neil’s journey into financial planning started with an unexpected spark—his time as a volunteer mentor helping teenagers build life skills in money management, goal setting, and career development. That experience ignited a passion for helping people take control of their finances and future.

After completing a Bachelor of Commerce, majoring in Financial Planning, at the University of Canberra in 2024, Neil has easily moved into his role as a Provisional Financial Adviser. But he’s not really new to the world of finance—he’s been working in the industry since 2020 and has gained valuable experience during that time.

Known for his holistic approach to planning and problem-solving, Neil is particularly skilled in building personalised investment strategies and managing insurance advice and claims. His clients and team members value his calm, strategic nature and his ability to simplify the complex.

When he’s not helping others make smart money moves, you’ll find Neil exploring the great outdoors—kayaking on Lake Burley Griffin, running local trails, or diving into a gripping mystery novel with music playing in the background.