Neil is the Head of Dealer Groups and Licensee Select within Advice & Private Banking, BT Financial Group. He is responsible for the independently owned planner business within the BT Group. His role incorporates Securitor, Licensee Select, Magnitude Dealer Groups and is responsible for the ongoing development of AdviserNETgain.
Neil began his career in 1987 in financial services. He spent several years in dealer management in the early days of AMP Financial Planning, moving into sales and sales management roles. In 1999, Neil joined Asgard Wealth Solutions in Queensland as a Business Development Manager and then State Manager prior to moving to Sydney in a strategy role. His next role was to run the Advice Business Solutions team, part of the St George Group which encompassed Securitor, Dealer Services and AdviserNETgain.
Neil holds a Commerce degree with majors in Economics, a Diploma in Financial Planning and is a Certified Financial Planner.