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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 of your financial circumstances, and work on strategies to achieve your goals.
We invest a great deal of time into understanding 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.
Most importantly, we've earned the trust and respect of our clients by delivering results.
Guiding you with our award-winning experience and expert advice to help you reach your personal and business goals
Building your portfolio through direct acquisition and delivering cost effective, transparent, award-winning results
Award-winning advice to ensure you reach your retirement goals
Get the right financial structures for your unique circumstances
Improving your financial security and protection
Quality advice to support your decision making.
BCom, FCA, F.Fin, CFP, SSA
Investment markets can be complex, but Phil is always looking to provide investment advice that is clear, concise and actionable.
As a Chartered Accountant with merchant banking and treasury experience domestically, as well as in the UK and Asia, Phil’s experience and skill set is unique.
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, this has seen him work with a breadth of clients at all stages of their lives and careers. This has given Phil vast experience in guiding a diverse client base to create and secure a prosperous financial future.
Phil has driven innovation within Cutcher & Neale Investment Services with the introduction of international equities over 10 years ago and more recently, the implementation of a managed discretionary account regime, to deliver more efficient service to clients.
His approach of listening to clients and their individual motivations and aspirations allows him to really uncover what matters most to them, a trait which is highly valued by his clients.
Phil has a strong belief that independent research produces the best investment outcome for clients, which ensures that all of his recommendations are free from any institutional influences or biases.
BCom, FCA, CTA, Dip FS(FP), SSA™
Jarrod has a passion for fostering partnerships with clients, and takes the time to understand his client’s motivations and goals in order to provide them with tailored advice to help them build and protect their wealth.
Jarrod strives to stay at the forefront of accounting practice through championing innovation, and this dedication saw him awarded Innovative Partner of the Year in the 2019 Xero Awards.
He also developed the ‘At Risk, At Wealth’ concept which offers clients tailored and highly effective wealth creation and preservation strategies. His passion for helping clients to improve their performance through sound financial management 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.
With a 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.
Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the Australian Medical Association (NSW), Australian Society of Ophthalmologists and the Australian Association of Practice Management, and a regular contributor to a leading medical industry magazine, NSW Doctor.
BCom, CA, F.Fin, CTA, SSA™
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.
BCom, DipFS(FP), ADA1
Wade joined the Cutcher & Neale Investment Services division in 2014 and was appointed as Partner in July 2020.
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.
Risk Insurance Manager
Grad Cert BA, JP
Brad is Cutcher & Neale’s in-house risk insurance specialist. He works predominantly with our medical clients assessing their personal financial risks should they become ill, injured or deceased then recommends and implements appropriate insurance policies. These include trauma cover, income protection, total & permanent disability cover, death cover and business expense cover.
Where there is a business structure to be considered, Brad also advises on buy/sell, debut protection and key person insurance requirements.
Director - Residential & Commercial Finance
BBus, Dip FP, Cert IV Finance Broking, MFAA Full Member
Dean is Director of Residential & Commercial Finance, specialising in providing finance solutions for our clients including home loans, investment loans, refinance, commercial loans and specialised lending for certain professions.
Providing clients with appropriate and competitive loan structures is Dean’s focus. Dean collaborates with the client and their accountant or advisor to ensure outcomes meet with expectations.
Dean’s background in financial services includes around twelve years in private banking in Sydney and Newcastle which involved managing the lending & wealth requirements of high net worth individuals & families.
Dean’s experience enables Cutcher & Neale Finance to establish an independent, dedicated and specialist approach to our clients ongoing finance requirements.
"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."