Neil joined Tupicoffs in 2002 after spending many years with major financial institutions.
Neil was General Manager with the National Australia Bank running one of their financial planning divisions with over 120 advisers.
Neil also spent seven years with Bankers Trust and resigned from his position of Vice President to join MLC in 1999.
Neil is currently the Chair of the Financial Planning Association Board and the Chair of the Financial Planning Standards Board Council.
In his role as an FPA Director he has been pivotal in the FPA’s evolution to a professional association and in raising standards for members. Neil works with members, government and law makers to ensure the profession evolves in Australia.
As Chair of FPSB Neil is involved in lifting the standards of financial planning and in the management of the Certified Financial Planner® designation globally.
Academically, Neil has completed the Diploma of Financial Planning; and a Bachelor's Degree in Business Management. Neil has also achieved the Certified FInanciall Planner® certification, a standard recognised internationally.
Neil has been recognised as a Fellow of the Financial Planning Association and is a member of the Australian Institute of Company Directors.
My ADVICE PHILOSOPHY
When I started giving advice I wanted to be the financial planner I would be happy to see myself. I would want honesty, integrity, exceptional knowledge and skills in my financial planner.
I would demand independence. I would want to be 100% confident my financial planner was working for me and not a financial services company. I would expect that my planner was paid for giving me advice, not selling me products. I would not accept a commission or product based payment arrangement.
Knowing that, I have always tried to offer my clients the service I would want. Over time I have learnt that success for me as a financial planner is about making a meaningful positive difference in my clients lives.
I worry about my clients money so they don't have to.