Neil White Financial Services

Neil White Financial Services
Level 4, 310 King Street
Melbourne VIC 3000

Telephone: (03) 9607 5300
Facsimile: (03) 9607 5355
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 Representative VIC - Melbourne CBD Neil began his career in financial services over 20 years ago and was an original founder in 1994 of his specialist financial planning practice which is based in the Melbourne CBD. He is a recognised leader and Board of Advice member of the Consultum Financial Advisers. Neil is an experienced media contributor, commentator and presenter also having produced and presented a Melbourne based radio programme Money Talks. He is consistently sought to present and provide entertaining and informative presentations on financial services and related issues of integrity, professionalism and planning for future success amongst the professional and business community. Neil's life is well grounded by his soul mate and wife of 31 years Wendy who have 2 daughters. His personal passions are the performing arts, golf and his beloved Tigers the Richmond Football Club in the AFL. Click here to download Neil's Adviser Profile (Part 2 of the Financial Services Guide).

Thomas McCarthy, Authorised Representative VIC - Melbourne CBD Tom is a Senior Advisor at Neil White Financial Services and specialises in Superannuation and Strategic Wealth Creation. Tom is licensed and qualified in Financial Planning, and has almost three decades of expertise spanning small and international firms. Tom has a strong background in Superannuation, both personal and Self Managed, wealth creation-management strategies, Estate and finance planning. Click here to download Thomas' Adviser Profile (Part 2 of the Financial Services Guide).

Fiona Origlia, Authorised Representative VIC - 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. Fiona has worked in senior roles in both small and large firms and has over twenty years experience in wealth protection and risk insurance along with senior Customer Service experience. Click here to download Fiona's Adviser Profile (Part 2 of the Financial Services Guide).

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.

Consultum Financial Advisers

Neil White Financial Services

Neil White, Authorised Representative

Thomas McCarthy, Authorised Representative

Fiona Origlia, Authorised Representative