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Neil White Financial Services
Neil White Financial Services
Level 6, 175 Collins Street
Melbourne VIC 3000
Telephone: (03) 9607 5300
Facsimile: (03) 9663 3037
Website: www.neilwhite.com.au
We believe that with so many people telling you what you need to do or promising what they will do it is vital to focus on the cornerstones that we will not do:
1. We will not make promises we cannot keep
2. We will not allow you to be indecisive about your financial future
3. We will not show you "get rich quick" schemes
4. We will not treat you like a number
We established our specialist financial planning practice for professionals and small business in 1994. The recent name change of our long established practice reflects our strong philosophy that the most important business brand and personal asset you own in a constantly changing world is your name.
Our reputation speaks for itself. In 2007, we were awarded Consultum Practice of the Year and in 2008, we were awarded the Australian Financial Review Asset Innovation award.
If you are looking for a Senior Financial Adviser, or if you would like a second opinion, we invite you to call us and arrange to have that long overdue cuppa and an initial chat at no cost where we will explain possible next steps to set you on a clear path to financial success.
Neil White, Authorised RepresentativeVIC - Melbourne CBD Neil began his career in financial services in 1988 and in 1994 founded his financial planning practice, know today as Neil White Financial Services and located in the Melbourne CBD. As a small business owner for over 34 years, Neil understands the day to day challenges faced by his practice's clients, who are in the main successfull, hardworking professionals and small business owners. Neil is a recognised leader and has served as a Board of Advice member for Consultum Financial Advisers, which has a network of more than 100 advisers in 60 offices across Australia. Neil's life is well grounded by his soul mate and wife of 33 years, Wendy, and their two daughters. His personal passions are the performing arts, golf and his beloved Tigers in the AFL. Click here to download Neil's Adviser Profile (Part 2 of the Financial Services Guide). |
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Thomas McCarthy, Authorised RepresentativeVIC - Melbourne CBD Tom is a Senior Advisor at Neil White Financial Services and specialises in Superannuation and Strategic Wealth Creation. Click here to download Thomas' Adviser Profile (Part 2 of the Financial Services Guide). |
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Fiona Origlia, Authorised RepresentativeVIC - Melbourne CBD Fiona is a Personal Risk Management specialist at Neil White Financial Services. Fiona began her career in the Financial Services sector in the late 80's and has a Bachelor of Arts Degree and a Diploma of Financial Services. |
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How to contact Neil White Financial Services
To contact Neil White Financial Services you can call them on (03) 9607 5300.
Neil White, Tom McCarthy, Fiona Origlia and Neil White Financial Services Pty Ltd, ACN 105 236 360, are Authorised Representatives of Consultum Financial Advisers.
