Wealth Management

BCom, DipFS(FP), ADA1

Wade joined the Cutcher & Neale Investment Services division in 2014 and was appointed an Associate of the firm in May 2018, and then Partner in 2020.

Wade is a Commerce graduate from the University of Newcastle, holds a Diploma of Financial Services (Financial Planning) and is an Accredited Derivatives Advisor. Wade has over 10 years' experience working in financial services, across a range of accounting and investment advisory roles.

Wade believes investment portfolios should be built on transparency and flexibility, with a focus on direct exposure to both Australian and Global investment markets.

e. wade.johnson@cutcher.com.au 
p. 1800 988 522

BBus, ATI, Dip FP, NTAAF, JP (Qual)

Working closely with his clients to get insight into their unique personal and financial circumstances, Sav's ultimate aim is to help his clients reach their goals. Sav enjoys working in partnership with clients to explain and implement wealth creation strategies such as effective tax structuring and debt reduction whilst not losing sight of the important objective of asset protection.

Drawing on over 30 years of experience, Sav takes a holistic approach with his clients allowing him to consider many aspects of clients' finances including their family, practice/business arrangements, investment strategies and retirement planning (including superannuation).

This experience has allowed him to gain a deep understanding of all matters relating to tax, superannuation and finance matters which enables him to be a trusted financial adviser for his clients.

e. sav.angi@cutcher.com.au 
p. 1800 988 522

BCom Adv Dip FP JP

Craig joined Cutcher & Neale Investment Services in 2014 and was appointed an Associate of the firm in June 2022.

He is a Commerce graduate from the University of Newcastle and also holds an Advanced Diploma of Financial Services (Financial Planning).

He has 15 years of experience working in the financial services industry, across a range of financial advisory roles.

Craig has specialist skills to assist clients in setting their investment strategies, building a plan to maximise and protect wealth and planning for retirement.  He enjoys developing an ongoing relationship with his clients and assisting them to realise their lifestyle goals and objectives with a suitable investment approach.

e. craig.semmler@cutcher.com.au  
p. 1800 988 522

BCom, CFA, GradDipFinPlan

Ryan joined Cutcher & Neale as a Portfolio Manager in January 2023, with over 15 years' experience managing multi-asset investment portfolios, specialising in fundamental equity analysis.

Ryan holds the Chartered Financial Analyst (CFA) designation and is Chairperson of the Cutcher & Neale Investment Committee, which oversees clients' Australian Share, International Share, Fixed Income and Cash exposures.

e. ryan.thompson@cutcher.com.au 
p. 1800 988 522

Dip FP, Assoc. Dip Business (Acc)

Phil joined Cutcher & Neale Investment Services in 2021.

He holds an Associate Diploma in Business (Accounting) as well as an Advanced Diploma of Financial Services (Financial Planning). 

Phil has in excess of 20 years’ experience in the Financial Services industry, having worked in various roles within the sector. 

He has the necessary skills and experience to provide a high level of technical, superannuation, economic, financial market and product advice to his clients, as well as being focused on long term client relationships. 

His holistic advice approach to financial planning ensures that clients are best positioned to realise their investment goals and objectives.

e. philip.stanbridge@cutcher.com.au
p. 1800 988 522

BEcon, BBus, GDFinPlan

Justin joined Cutcher & Neale Investment Services in 2020.

He holds a Graduate Diploma of Financial Planning, Bachelor of Business and a Bachelor of Economics, achieving two awards for academic excellence at university.  He also holds a Diploma of Financial Planning and has begun studying to complete his Chartered Financial Analyst (CFA) designation.

Justin has over 10 years’ experience in the Financial Services industry, having worked at various locations across the country. 

Justin has a down to earth, honest and practical approach to advice. He enjoys building long term relationships with clients and helping them to navigate the complexities of the financial industry.

e. justin.beeforth@cutcher.com.au 
p. 1800 988 522

BEcon, Dip FP, GradDipAppFin

Janelle joined Cutcher & Neale Investment Services in 2020.

She holds a Bachelor of Economics from The University of Newcastle and a Diploma of Financial Planning from Deakin University.

Janelle has over 20 years’ experience in the Financial Services industry, having worked in various roles within the sector, including superannuation administration, risk account management and senior paraplanning roles.

e. janelle.brady@cutcher.com.au  
p. 1800 988 522

BBus

Jason joined Cutcher & Neale Investment Services in 2021.

He holds a Bachelor of Business from the University of Newcastle, along with ASIC accreditation encompassing Risk Insurance Brokerage and is in the final stages of completing a Graduate Diploma of Financial Planning.

Jason has 4 years’ experience in the Financial Services industry, having worked at various locations across the country. 

He has a comprehensive technical knowledge of Risk Insurance and looks forward to working closely with clients to develop tailored strategies to protect their financial exposure.

e. jason.campbell-atkinson@cutcher.com.au 
p. 1800 988 522