BCom, FCA, CTA, Dip FS(FP), SSA™

Jarrod has a passion for fostering partnerships with clients, and takes the time to understand his client’s motivations and goals in order to provide them with tailored advice to help them build and protect their wealth.

Jarrod strives to stay at the forefront of accounting practice through championing innovation, and this dedication saw him awarded Innovative Partner of the Year in the 2019 Xero Awards.

He also developed the ‘At Risk, At Wealth’ concept which offers clients tailored and highly effective wealth creation and preservation strategies. His passion for helping clients to improve their performance through sound financial management led to the development of WealthStart and Australian Medical Benchmarks, which are all aimed to assist medical professionals and practices reach their financial, business and investment goals sooner.

With a niche focus of working with medical practitioners, Jarrod’s expertise has enabled him to guide many of his clients from the initial stages of wealth creation as doctors in training, right through to wealth protection, planning and retirement strategies.

Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the Australian Medical Association (NSW), Australian Society of Ophthalmologists and the Australian Association of Practice Management, and a regular contributor to a leading medical industry magazine, NSW Doctor.

BCom, CA, G Dip FP, Dip FMB Management, MFAA Accredited Member

BCom, CA, G Dip FP, Dip FMB Management, MFAA Accredited Member

Working closely with his clients to better understand their personal and financial circumstances, Stuart's aim is to help clients achieve their goals. Drawing on years of experience, Stuart enjoys explaining and implementing wealth creation strategies such as effective tax structuring and debt reduction whilst not losing sight of the important objective of protecting those hard earnt assets.

Stuart takes a holistic approach with his clients allowing him to consider many aspects of clients' finances including their practice/business arrangements, investment strategies and retirement planning (including superannuation) and family considerations.

Stuart has been with Cutcher & Neale since 2009 and is a Partner of our Specialist Medical Services division, providing specialised accounting and financial services to both medical and dental professionals, in addition to providing specialist advisory services to private clients and businesses.

He is a regular presenter of training programs for professional organisations including the AMA (NSW), the AAPM and many other associations and medical colleges.

BCom, CA, Dip FP, Cert IV- Finance and Mortgage Broking

Nicole is passionate about working with clients to assist in wealth creation and wealth accumulation strategies. Nicole takes the time to understand their goals and motivations to provide them with tailored advice. Working closely with clients to better understand their needs, she draws on years of experience to help clients achieve their goals.

Nicole joined the firm in 2004 and is a Partner of our firm. Nicole advises both Small to Medium Enterprises as well as specialising in advice for Medical Professionals.

Nicole focuses on a holistic approach, which allows her to manage compliance needs for clients as well as personal risk, wealth management, superannuation and finance needs.