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Neil Sutcliffe
FFin SSA SMSF Specialist Advisor™
Managing Partner - Family Office
As your trusted adviser, I aim to maximise your long-term wealth in order for you to enjoy the lifestyle that you deserve.
Our holistic approach enables you to benefit from a dedicated, personal adviser helping you achieve your financial goals. Neil advises on strategic wealth planning and investment tax planning, whilst managing directly-invested portfolios. He provides strategic advice on wealth protection, inter-generational wealth transfer, business ownership transition and estate planning.
Investment Style
Neil's core focus is to maximise the 'total, net after-tax return' of your portfolio, with the aim of achieving your objectives within your agreed risk tolerance – he places additional emphasis on investment liquidity, long-term growth prospects, income generation and tax efficiency. Neil incorporates investor education, strategic asset allocation, global investment themes and securities research analysis into his investment selection process.
Services and Specialties
Wealth Management
Retirement and Estate Planning
Investment Advice
Portfolio Administration
Stockbroking
Self-Managed Super Funds
Qualifications and Professional Affiliations
Advanced Financial Planning Certificate
SMSF Specialist Adviser™
Bachelor of Arts in Combined Studies in Social Sciences
Ethics and Professional Relationships
Graduate Diploma of Applied Finance & Investment
Associations
Specialist Member SMSF Association Australia
Fellow of the Financial Services Institute of Australasia
Competencies
ASIC Financial Advisers Register
Superannuation
Tax (financial) Adviser
Generic
FASEA Financial Adviser Exam
Managed Investments
Life Insurance
Direct International Equities Trading Adviser
Securities
Margin Lending
Financial Planning
Derivatives Level 1
I am a partner of Dunelm Capital Partners Pty Ltd which operates the business of Morgans Financial Limited - South Yarra. My employer remunerates me by way of salary. As a shareholder of Dunelm Capital Partners Pty Ltd, I may be entitled to a share of profits. As a Partner of Dunelm Capital Partners Pty Ltd, I will be entitled to a share of profits.
