Neil is the Group CEO and Managing Director of Fortnum Financial Advisers and brings his dynamic, organisational leadership experience to the team. His deep understanding in licensee management, advice and distribution and his knowledge of advice specialist businesses in the industry will launch Fortnum to evolve solutions and to lead.
Neil has worked in the financial services industry for over 30 years, building up a successful career in Wealth Management. He held senior executive roles at ANZ, Commonwealth Bank, BT Financial Group, and now Fortnum. Prior to joining Fortnum, Neil was the Managing Director of Advice and Open Market channels at ANZ Wealth. He undertook various roles at ANZ including Head of Aligned Dealer Groups as well as being responsible for the business’s financial planning.
He brings his experience with Commonwealth Financial Planning, dealing with over 750 advisers, alongside his Senior Executive Manager role in ANZ to the Fortnum, in order to create a dynamic edge in the Financial Services Industry by providing the best advice and developing a quality team.