Why should you choose us?

Creating wealth and providing a secure financial situation for you and your family involves more than a one-off investment or financial product purchase. 

We offer a holistic approach to consider all your financial circumstances and work on strategies to achieve your goals. 

We invest a great deal of time to understand your personal situation, which enables us to tailor your advice. 

Your current circumstances, lifestyle and future aspirations are important factors when it comes to advising you, as we believe achieving financial freedom should be attainable by all.

Super

We build your portfolio through direct asset acquisition rather than through third-party fund managers.

Not only is this cost effective, it means you know exactly how, why and where your money is invested.

CNIS

We proactively manage your portfolio to maximise returns within your risk parameters.

This includes giving you priority access to offers not generally made available to the retail investor.

Advisory

We protect your financial security.

We do this by ensuring that the appropriate estate planning and risk insurance measures are in place.

Most importantly, we've earned the trust and respect of our clients by delivering results.

Audit Assurance

Investment Advice & Management

A comprehensive investment strategy and strong asset allocation can assist with maximising the benefits and minimising the risk across your portfolio as part of achieving your individual goals and objectives.

Supported by our dedicated investment team, we focus on communicating market developments and investment opportunities to our clients in a timely manner. We take the time to fully understand both your current financial position and goals. Then we tailor a comprehensive investment strategy to match and implement it on your behalf.

 

Our investment advice benefits you by:

    • Providing options to grow your asset base and position you to achieve your best possible retirement income
    • Increasing your knowledge of how much income your retirement capital will provide
    • Building a 'transparent' investment portfolio individually tailored for you
    • Providing ongoing advice, research, reporting and portfolio management
    • Cost competitiveness by cutting out unnecessary duplication – you speak directly with the people managing your investments

Portfolio Review Service


This service covers every aspect of diligent day-to-day portfolio management, from taking care of the administrative details to taking advantage of the short-term opportunities presented by the market.

Key features:

  • We are proactive in the investment and strategy development process.
  • We are on call to answer any questions regarding portfolio investments, or investments in general, within office hours.
  • We give you priority in the evaluation and implementation of special offers.
  • We develop tax effective strategies wherever possible.
  • We are the mailing address for all correspondence, including dividends, interest advices, distribution notices and offers.
  • We provide online access to your portfolio, allowing you to monitor its status 24/7.
  • We administer and record all transactions, including income recording and maintaining capital gains tax records.
  • We provide reports and are the initial point of contact for accounting, taxation and audit requirements.
  • We provide a review of your portfolio (Statement of Advice) as required. This detailed review provides a valuation and graphical representation of your holdings and a summary of performance, along with specific recommendations.
  • We provide monthly valuations and graphical representation of your portfolio.

Meet your award-winning team

Wade Johnson

Partner

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Partner

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, and then Partner in 2020.

Wade is a Commerce graduate from the University of Newcastle, holds a Diploma of Financial Services (Financial Planning) and is an Accredited Derivatives Advisor. Wade has over 10 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, with a focus on direct exposure to both Australian and Global investment markets.

e. wade.johnson@cutcher.com.au 
p. 1800 988 522

Sav Angi

Partner

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Partner

Sav Angi

BBus, ATI, Dip FP, NTAAF, JP (Qual)

Working closely with his clients to get insight into their unique personal and financial circumstances, Sav's ultimate aim is to help his clients reach their goals. Sav enjoys working in partnership with clients to explain and implement wealth creation strategies such as effective tax structuring and debt reduction whilst not losing sight of the important objective of asset protection.

Drawing on over 30 years of experience, Sav takes a holistic approach with his clients allowing him to consider many aspects of clients' finances including their family, practice/business arrangements, investment strategies and retirement planning (including superannuation).

This experience has allowed him to gain a deep understanding of all matters relating to tax, superannuation and finance matters which enables him to be a trusted financial adviser for his clients.

e. sav.angi@cutcher.com.au 
p. 1800 988 522

Craig Semmler

Associate

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Associate

Craig Semmler

BCom Adv Dip FP JP

Craig joined Cutcher & Neale Investment Services in 2014 and was appointed an Associate of the firm in June 2022.

He is a Commerce graduate from the University of Newcastle and also holds an Advanced Diploma of Financial Services (Financial Planning).

He has 15 years of experience working in the financial services industry, across a range of financial advisory roles.

Craig has specialist skills to assist clients in setting their investment strategies, building a plan to maximise and protect wealth and planning for retirement.  He enjoys developing an ongoing relationship with his clients and assisting them to realise their lifestyle goals and objectives with a suitable investment approach.

e. craig.semmler@cutcher.com.au  
p. 1800 988 522

Ryan Thompson

Portfolio Manager

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Portfolio Manager

Ryan Thompson

BCom, CFA, GradDipFinPlan

Ryan joined Cutcher & Neale as a Portfolio Manager in January 2023, with over 15 years' experience managing multi-asset investment portfolios, specialising in fundamental equity analysis.

Ryan holds the Chartered Financial Analyst (CFA) designation and is Chairperson of the Cutcher & Neale Investment Committee, which oversees clients' Australian Share, International Share, Fixed Income and Cash exposures.

e. ryan.thompson@cutcher.com.au 
p. 1800 988 522

Phil Stanbridge

Senior Investment Advisor

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Senior Investment Advisor

Phil Stanbridge

Dip FP, Assoc. Dip Business (Acc)

Phil joined Cutcher & Neale Investment Services in 2021.

He holds an Associate Diploma in Business (Accounting) as well as an Advanced Diploma of Financial Services (Financial Planning). 

Phil has in excess of 20 years’ experience in the Financial Services industry, having worked in various roles within the sector. 

He has the necessary skills and experience to provide a high level of technical, superannuation, economic, financial market and product advice to his clients, as well as being focused on long term client relationships. 

His holistic advice approach to financial planning ensures that clients are best positioned to realise their investment goals and objectives.

e. philip.stanbridge@cutcher.com.au
p. 1800 988 522

Justin Beeforth

Risk and Investment Advisor

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Risk and Investment Advisor

Justin Beeforth

BEcon, BBus, GDFinPlan

Justin joined Cutcher & Neale Investment Services in 2020.

He holds a Graduate Diploma of Financial Planning, Bachelor of Business and a Bachelor of Economics, achieving two awards for academic excellence at university.  He also holds a Diploma of Financial Planning and has begun studying to complete his Chartered Financial Analyst (CFA) designation.

Justin has over 10 years’ experience in the Financial Services industry, having worked at various locations across the country. 

Justin has a down to earth, honest and practical approach to advice. He enjoys building long term relationships with clients and helping them to navigate the complexities of the financial industry.

e. justin.beeforth@cutcher.com.au 
p. 1800 988 522

Ben Letham

Investment Advisor

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Investment Advisor

Ben Letham

BFin, Adv Dip FP(FS)

Ben joined Cutcher & Neale Investment Services in 2021.

He graduated from The University of Newcastle in 2004 and holds an Advanced Diploma of Financial Services (Financial Planning).

Ben has 15 years’ experience in the Financial Services industry, having worked in various roles within the sector, including strategy development and planning, to holistic advisory roles.

He has an upfront and practical approach to financial planning and enjoys establishing long term relationships with clients to assist them to meet their lifestyle and financial goals. This is achieved via appropriate and tailored wealth creation strategies (for a range of complexities) and long-term retirement planning.

e. ben.letham@cutcher.com.au  
p. 1800 988 522

Brad Oldham

Risk Insurance Manager

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Risk Insurance Manager

Brad Oldham

Grad Cert BA, JP

Brad joined Cutcher & Neale Investment Services in 2014 to head up the Risk Insurance division.

He holds a Graduate Certificate of Business Administration from the University of Newcastle, along with ASIC accreditation encompassing Risk Insurance Brokerage, and is currently completing his Graduate Diploma of Financial Planning.

Brad works predominantly with our Medical, Dental and Small to Medium Enterprise (SME) clients assessing their insurance needs to develop appropriate strategies with the aim of mitigating personal financial risk should they become ill, injured or deceased.

With over 25 years Operational and General Management experience across a range of industries, Brad brings a real world understanding to clients’ Risk Insurance needs.  This, coupled with his determination to provide the best possible outcome for our clients, ensures the most practical and appropriate advice is delivered.

e. brad.oldham@cutcher.com.au 
p. 1800 988 522

Janelle Brady

Risk and Investment Advisor

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Risk and Investment Advisor

Janelle Brady

BEcon, Dip FP, GradDipAppFin

Janelle joined Cutcher & Neale Investment Services in 2020.

She holds a Bachelor of Economics from The University of Newcastle and a Diploma of Financial Planning from Deakin University.

Janelle has over 20 years’ experience in the Financial Services industry, having worked in various roles within the sector, including superannuation administration, risk account management and senior paraplanning roles.

e. janelle.brady@cutcher.com.au  
p. 1800 988 522

Jason Campbell-Atkinson

Risk Insurance Advisor

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Risk Insurance Advisor

Jason Campbell-Atkinson

BBus

Jason joined Cutcher & Neale Investment Services in 2021.

He holds a Bachelor of Business from the University of Newcastle, along with ASIC accreditation encompassing Risk Insurance Brokerage and is in the final stages of completing a Graduate Diploma of Financial Planning.

Jason has 4 years’ experience in the Financial Services industry, having worked at various locations across the country. 

He has a comprehensive technical knowledge of Risk Insurance and looks forward to working closely with clients to develop tailored strategies to protect their financial exposure.

e. jason.campbell-atkinson@cutcher.com.au 
p. 1800 988 522

Testimonials

 "I had some concerns that my previous advisors didn't have as good an understanding of my finances as I would have liked. Cutcher & Neale really took the time to understand my situation before offering some excellent strategic advice. The results have already had a positive impact on the value of my portfolio. Overall, I'm comfortable that Cutcher & Neale are the right people to guide my family's financial future".



 
"My decision to use Cutcher & Neale was based in part on their reputation. They're a highly respected firm with a long history and that was important to me.  I was impressed with their specialist expertise in Self-Managed Superannuation and Investment Services.  I'm confident that my financial well-being is in very safe and capable hands."

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BRISBANE
Suite 5, 36 Agnes Street,
Fortitude Valley, QLD, 4006
Australia

NEWCASTLE
Level 3, 130 Parry Street,
Newcastle West, NSW, 2302
Australia

 

SYDNEY
Suite 1102, Level 11, 20 Berry Street,
North Sydney, NSW, 2059
Australia

PHONE
1800 988 522

EMAIL
cnmail@cutcher.com.au