Consultant
Neale has been working in the financial industry since the 1970s and has committed most of the past three decades solely to private wealth management. Over this time, Neale has had a successful and rewarding career advising individuals, couples and families across Sydney and Bathurst in country New South Wales.
He has been an Authorised Representative and practising Financial Advisor since 1991, and before that worked for three years with an Australian Stockbroker and 10 years before that with an International Chartered Accounting firm. Neale decided end of 2021, to slow down and no longer see clients on an active basis.
Neale now provides mentoring to junior staff and comes into the office on a part time basis to help in the day to day provision of advice documentation and strategy to the firm.