Chairman and Consultant
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Neil has over 46 years’ experience in banking, finance, and business with the last 28 years in the financial services industry. Neil ran his own financial planning practice for the 12 years prior to joining Insignia Financial (formerly IOOF) in a practice management capacity after selling his practice in 2016. Neil was the National Investment Specialist – Practice Management, where he dedicated himself to assisting, supporting, and mentoring financial planning practices/advisers in improving their practice efficiencies and investment management strategies. Neil joined the Intend team in 2023.