Neil is an industry leader and experienced senior financial services executive who has built his career in wealth management, licensee management, advice and distribution.
His key skills include: strategy development and execution; sales leadership; organisational restructures; mergers & acquisitions; and large organisational leadership with teams of 1500+ employees.
Prior to joining Fortnum in January 2017, Neil gained considerable knowledge and experience as Managing Director of Advice and Distribution at ANZ Wealth. In this role, he was responsible for ANZ’s financial advice and risk businesses which included ANZ Financial Planning and its aligned licensees: Millennium 3, Retire Invest, FSP and Elders Financial Planning which collectively represented over 1500 financial planners.
Neil also has considerable executive level experience gained from roles including General Manager at Commonwealth Bank Financial Planning, Head of Licensee Services at BT Financial Group and CEO of Securitor.
Having completed his Company Director’s qualification with the Australian Institute of Company Directors, Neil has considerable Board and Responsible Management experience across numerous entities, regulated licensee businesses and advice boards including the Financial Services Council. The latter providing intimate knowledge of financial services regulatory reform. He has vast experience engaging with regulators and government.
Neil is a respected financial commentator whose opinions are often sought for industry publications. He is regularly asked to speak at industry events.