Neil is an established industry leader and experienced Senior Financial Services Executive, specialising in wealth management, licensee management and advice and distribution.
Neil excels in strategy development and execution, sales leadership, organizational restructuring, mergers and acquisitions, and leading large teams of over 1500 employees.
Prior to joining the Group in 2017, Neil served as Managing Director of Advice and Distribution at ANZ Wealth. In this role he oversaw ANZ’s financial advice and risk businesses, which encompass ANZ Financial Planning and its aligned licensees: Millennium3, RetireInvest, FSP, and Elders Financial Planning,. Together these entities comprised a network of more than over 1500 financial planners.
Neil also has extensive executive level experience gained from roles such as General Manager at Commonwealth Bank Financial Planning, Head of Licensee Services at BT Financial Group and CEO of Securitor.
He is a graduate of the Australian Institute of Company Directors and brings extensive board and responsible management experience across various entities, regulated licensee businesses, and advice boards. His involvement with the Financial Services Council underscores his profound understanding of financial services regulatory reform. Neil has substantial experience engaging with regulators and government entities.
As a respected financial commentator, Neil’s opinions are frequently sought in industry publications, and he is regularly invited to speak at industry events.
Neil is widely regarded as a respected financial commentator, frequently sought after for his insights by industry publications. He is also a regular speaker at industry events where his expertise is highly valued.