B.Bus (Eco/Fin), DFP, SSA™, CFP®
Neal is a Certified Financial Planner (CFP) and has 18 years experience in the Financial Services industry. He has held senior roles at HSBC Private Clients, Mercer Wealth Solutions, as an Executive Manager at Commonwealth Private Bank and as General Manager of the Private Wealth Division of Paradigm Wealth Management.
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 and he holds the designation of SMSF Specialist Advisor.
B.Bus, Grad Dip (Fin/Inv), CFP®
Matthew is a Certified Financial Planner (CFP) and has in excess of twelve years experience in the Financial Services Industry, including previous roles at Macquarie Private Wealth, Commonwealth Private Bank, Collins House Financial Services and Mercer Wealth Solutions.
Matthew is experienced in the provision of Investment Advice across all asset classes with a focus on direct equity portfolios.
B.Bus (Eco/Fin), Grad Dip FP, CFP®
Edward is a Certified Financial Planner (CFP) and has in excess of eight years experience in the Financial Services Industry, including previous roles at Paradigm Wealth Management, Commonwealth Private Bank and Macquarie Bank. He is responsible for providing clients with tailored advice in the areas of wealth creation, strategic planning and investment management.
Edward is experienced in developing strategies for clients in the areas of Wealth Accumulation and Retirement Planning.