Choosing a firm to trust with your accounting, financial and business needs is a big decision.
But that’s where we step in. With us, your best interest comes first, always.
Since 1953, we’ve been the firm that’s helped countless clients build and preserve their personal and business wealth. With our innovative thinking and traditional values, we’ve helped many individuals and businesses reach their full potential and achieve their goals.
We would value the opportunity to do the same for you.
Our Firm's eight Partners are Ian Neale, Phillip Smith, Mark O'Connor, Jarrod Bramble, Shane Morgan, Jace Pedonese, Stuart Chan and Nick Nancarrow.
Each specialises in a specific area of our service delivery including Taxation, Superannuation, Audit, Investment and Financial Advice, Clubs and Hospitality Services, Medical Accounting and Business Advice. All have a high level of expertise and a wealth of experience.
BCom, FCA, CFP®, SSA™, SSAud
BCom, FCA, CFP®, SSA™, SSAud
Partner
Helping clients to structure their businesses, implement solid financial strategies and achieve their personal goals has always been a passion for Ian, which is evident through his personal and professional approach.
With his experience as a Chartered Accountant spanning over 30 years, Ian has built an array of skills in servicing a diverse client base.
As an advisor to Business, he has a deep understanding of strategic planning, risk management and the implementation of streamlined strategies and processes to bring efficiency into businesses. He is a registered Company Auditor and specialises in both taxation consultancy and superannuation planning.
An accomplished public speaker, Ian often presents at relevant seminars and forums on current issues facing various industry groups. He also sits on a number of company boards, attending board meetings as an advisor on a regular basis.
Ian’s key areas of expertise include:
BCom, FCA, CFP®, SSA™, SSAud
BCom, FCA, F.Fin, CFP®, SSA™
BCom, FCA, F.Fin, CFP®, SSA™
Partner
Investment markets can be complex, but Phil is always looking to provide investment advice that is clear, concise and actionable.
With over 30 years’ experience working with high net worth individuals, Phil's passion is seeing his clients live the lives they aspire to. An expert in investment strategies, Phil's experience – gained across Australia and the United Kingdom, has seen him work with a breadth of clients at all stages of their lives and careers. This has given Phil a vast experience in guiding a diverse client base to create and secure a prosperous financial future.
His approach of listening to clients and their individual motivations and aspirations allows him to really uncover what matters most to them and is highly valued by his clients.
Phil has a strong belief that independent research produces the best long term investment outcome for clients, which ensures that all of his recommendations are free from any institutional influences.
Phil's areas of expertise include:
BCom, FCA, F.Fin, CFP®, SSA™
BCom, FCA, CTA, Dip FS(FP), SSA™
BCom, FCA, CTA, Dip FS(FP), SSA™
Partner
With a continued niche focus of working with medical practitioners, Jarrod’s expertise has enabled him to guide many of his clients from the initial stages of wealth creation as Doctors in Training, right through to wealth protection, planning and retirement strategies.
From his vast experience with senior clients, Jarrod realised the need to become engaged with clients at a younger age - at a more pivotal time in their career. From here he developed the ‘At Risk At Wealth’ concept which offers clients tailored and highly effective wealth creation and preservation strategies.
His passion for helping practitioners to improve their performance through sound financial management has led to the development of WealthStart and Australian Medical Benchmarks, which are all aimed to assist medical professionals and practices reach their financial, business and investment goals sooner.
Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the AMA (NSW) and the AAPM and a regular contributor to a leading medical industry magazine, NSW Doctor.
Jarrod's key areas of expertise include:
BCom, FCA, CTA, Dip FS(FP), SSA™
BCom, CA, CIA
BCom, CA, CIA
Partner
Assisting organisations to properly structure their processes and achieve their business goals has always been a passion for Mark and is something he continues to provide to all of his clients.
Mark is head of our Risk and Audit Division, specialising in the Not-for-Profit, Health Services and Registered Charity sectors. He is a registered company auditor and has extensive industry experience spanning over 25 years.
He has assisted many of our clients with financial reporting, costing systems for government grant funding, improving corporate governance and reforming internal controls.
Mark's continual research into changes within the Not-For-Profit sector, coupled with his innovative techniques ensure that his clients receive the best possible outcome based off timely information.
His dedication to providing excellent service to his clients is evident through his professional, personal and hands on approach.
Mark's key areas of expertise include:
BCom, CA, CIA
BCom, CA, F.Fin, CTA, SSA™
BCom, CA, F.Fin, CTA, SSA™
Partner
Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our Medical and Dental Divisions and has a particular interest in Self Managed Superannuation for our Medical and Dental client base.
Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Medical Association (AMA (NSW)),the Australian Association of Practice Management (AAPM), Australian Dental Association (ADA), and the SMSF Association.
He has extensive experience with Medical and Dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.
Shane's areas of expertise include:
BCom, CA, F.Fin, CTA, SSA™
BCom, CA, FTIA, Cert.IV FMB, Dip FP, SSAud®
Jace Pedonese
BCom, CA, FTIA, Cert.IV FMB, Dip FP, SSAud®
Jace has always been driven to provide tailored and insightful advice to his clients, seeing him become an integral part in achieving their personal and business goals.
Jace joined the Firm in 2005 and has over 20 years’ experience in the taxation and business services field. By immersing himself within the industry, he has developed a deep understanding of the financial and operational issues that face businesses and as a result provides tailored solutions to bring the best possible outcome to his clients.
Jace takes a holistic approach, allowing him to plan for all aspects of his clients personal finances including their practice / business, investments and superannuation.
In recent years he has developed key relationships with Medical and Veterinary practitioners, allowing him to further enrich his knowledge of both industries and provide insightful advice to help businesses reach successful outcomes.
Jace's key areas of expertise include:
BCom, CA, FTIA, Cert.IV FMB, Dip FP, SSAud®
BCom, CA, G Dip FP, Cert.IV FMB
Stuart Chan
BCom, CA, G Dip FP, Cert.IV FMB
Working closely with his clients to better understand their personal and financial circumstances, Stuart finds great reward in seeing his clients achieve their goals through tailored wealth creation and preservation strategies.
Stuart takes a holistic approach, allowing him to plan for all aspects of his clients’ personal finances including their practice/ business, investments and superannuation.
Stuart has been with Cutcher & Neale since 2009 and is a Partner of our Specialist Medical Services division, providing specialised accounting and financial services to both Medical and Dental professionals, in addition to providing specialist advisory services to Private Clients and Small to Medium Enterprises.
He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and other general and specialist medical associations.
Stuart's key areas of expertise include:
BCom, CA, G Dip FP, Cert.IV FMB
BCom, CA
Nick Nancarrow
BCom, CA
Forming a collaborative working relationship with venues is a component of the audit process that Nick sees as being essential for understanding his clients goals, effectively improving their overall business structure and in turn their bottom line.
Nick strongly believes in the value of the audit function for clients and is strongly committed, both personally and with his audit team, to providing extensive feedback and advice in respect to their key systems and controls.
His broad experience in mining, manufacturing and the club and hospitality industry, coupled with his strong analytical skills have been invaluable when working with Boards and Management to implement risk management and business improvement strategies.
Nick's key areas of expertise include:
BCom, CA
Accounting and Taxation Services
Associate Business Services BCom, CA, Cert.IV FMB, Dip. FP
Amber joined the Firm in 2003. Her unique skills and deep understanding of all matters relating to tax legislation make her an essential part of the management team.
Amber takes a hands-on role at Cutcher & Neale and continues to manage a portfolio of long-term clients, while building a pro-active team culture based on a clients-first philosophy.
She prides herself on taking the time required to understand the individual needs and objectives of each and all of her clients, believes in building long-term client partnerships, and takes a personalised approach to helping her clients grow their businesses and reach their full potential with great results.
Amber's key areas of expertise include:
Accounting and Taxation Services
Software Solutions
Ass Dip Business (Accounting)
Michael joined the Firm in 1998. As head of our Business Software & System Solutions division he provides tailored financial solutions on a wide variety of accounting systems to SMEs.
Michael has been responsible for the project management of numerous large operational and software implementations in the Manufacturing, Jobbing, Services and Wholesale Distribution sectors.
As a recognised expert with a deep understanding of businesses financial systems, Michael's skills have been employed to write detailed reports highlighting areas in which automation and efficiency can be gained and controls tightened. His insights have led to major cost savings and significant productivity improvements for numerous organisations.
Along with his software technical talents, Michael has strong accounting skills. These have been applied on behalf of clients to conduct detailed financial statement reviews in the absence of an internal accountant.
Michael's key areas of expertise include:
Software Solutions
Specialist Medical Services Division
Nicole Brown
BComm, CPA, G.Dip FP, Cert IV- Finance and Mortgage Broking
Nicole is an Associate in our Specialist Medical Services division. She has been with Cutcher & Neale for 15 years and has a profound niche in advising our Medical Professionals.
Nicole’s key areas of expertise include:
Specialist Medical Services Division
Investment Services
BFin, SSA, DipFS(FP), Adv.Dip.FS(FP)
Kristy's specialities include portfolio management, self managed superannuation and investment advice. She strongly believes in the benefits of integrated advice and actively engages with our internal accountants and third party financial advisors and institutions.
Kristy makes herself available to navigate her clients through the risky and complex investment landscape in today's markets. Defining clients' goals and focusing on the immediate challenges is her key to establishing relevant and effective strategies.
Kristy's key areas of expertise include:
Investment Services
Forensic Accounting Services
BBus, CA
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Nick joined Cutcher & Neale in 2006. He is committed to helping the legal profession make sense of the dollars in dispute resolution and is highly regarded by our clients.
Whilst he started his career at Deloitte as an auditor, since specialising in forensic accounting Nick has developed a reputation delivering independent opinions to complex issues in an easy to understand manner, whether that be in a written report or in the witness box. In April 2013 Nick was appointed to the Administrative Appeals Tribunal as a part-time member with accounting experience.
Nick has a unique ability to identify the significant aspects of the matter in dispute and what is required to be able to form a concluded opinion on those issues. Sometimes that involves considering the issues in the context of the bigger picture and other times it means getting stuck into the detail to find the needle in the haystack that will support his opinion and assist with resolving the dispute.
Nick's key areas of expertise include:
Forensic Accounting Services
Business Services
BCom, CPA, CTA, Dip FP, Cert.IV FMB
Adam joined the firm in 2006. His expertise as a taxation and business adviser are highly regarded by clients and peers alike.
Adam has extensive experience in business and financial services. He is knowledgeable in all facets of business and taxation advisory and enjoys partnering with small to medium sized businesses to achieve their broader goals.
Adam's ability to interpret and apply complex tax legislation in a practical manner while taking into account the desired commercial outcomes is also valued by his clients. Adam is well versed in assisting clients through a business improvement process.
He understands the importance of taking the time to fully understand the key aspects of a clients business before assisting the business owner through a proven strategy setting, implementation and monitoring process.
Adam's key areas of expertise include:
Business Services
Self Managed Superannuation Services
Samuel Arnott
BCom, CA, SSA™
Sam has been an integral part of the Cutcher & Neale Superannuation team for over 9 years and is the newly appointed Associate of our Self-Managed Superannuation team.
Sam believes that with continual changes to Superannuation, it is essential to stay ahead and develop tactical strategies for our clients to ensure their wealth is protected and secured.
With a wealth of knowledge and experience, Sam takes a hands on, personal approach to ensure our clients have the very best plans in place from the very beginning.
Samuel’s key areas of expertise include:
Self Managed Superannuation Services
Investment Services
Wade Johnson
BCom, DipFS(FP), ADA1
Wade joined the Cutcher & Neale Investment Services division in 2014 and was appointed an Associate of the firm in May 2018.
Wade is a Commerce graduate from the University of Newcastle, holds a Diploma of Financial Services (Financial Planning) and is an Accredited Derivatives Adviser.
Wade has over 8 years’ experience working in financial services, across a range of accounting and investment advisory roles.
Wade believes investment portfolios should be built on transparency and flexibility, having direct exposure to share markets, rather than unitised managed funds.
Wade’s areas of expertise include:
Investment Services
Each of our Divisions are headed up by a senior member of the team who is responsible for the operational running of the business. Working closely with the Partners and their teams, their key role is to maintain the high Cutcher & Neale standard of professionalism, technical excellence and client service.
02 4928 8500
The Bolton Building
25 Bolton Street
Newcastle, NSW, 2300
Australia
02 9923 1817
Suite 1102, Level 11
20 Berry Street
North Sydney, NSW, 2059
Australia
