Personal Wealth

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, having direct exposure to share markets, rather than unitised managed funds.

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, F.Fin, CTA, SSA™, SSAud®

Shane joined Cutcher & Neale in January 2005 and became a Partner in July 2012. He works within our medical and dental divisions and has a particular interest in self managed superannuation for our medical and dental client base.                                              

Shane is a noted presenter and commentator, regularly speaking at events for a range of industry organisations including the Australian Dental Association (ADA), Australian Medical Association (AMA (NSW), the Australian Association of Practice Management (AAPM), and the SMSF Association.                                                            

He has extensive experience with medical and dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.    

Grad Cert BA, JP

Brad has been advising Cutcher & Neale clients since 2014 when he set up the specialist Risk Insurance division for the firm, working as an employed in-house broker.

He works predominantly with our Medical and Small to Medium Enterprise (SME) clients assessing their specific needs, then developing appropriate strategies to mitigate personal financial risk should they become ill, injured or deceased.

The types of insurance considered normally includes Critical Illness (Trauma) Cover, Income Protection, Total & Permanent Disability Cover, Term Life and Business Expenses Cover.

When insurance relating to a business owners health and ongoing capacity is to be considered, Brad also collaborates with the clients and Partner of the firm to ensure the relevant policy types and structure are implemented. This includes business succession planning, Debt Protection and Key Person insurance requirements.

Outside of work Brad is a family man, a fairly average golfer and enjoys watching live local rugby during winter when time permits.

BBus, Dip FP, Cert IV Finance Broking, MFAA Full Member

Dean is Partner of our Residential and Commercial Finance division, specialising in providing finance solutions for our clients, including home loans, investment loans, refinance, commercial loans and specialised lending for certain professions.

Dean’s background in financial services includes around twelve years in private banking in Sydney and Newcastle which involved managing the lending & wealth requirements of high net worth individuals & families.

Dean’s experience enables Cutcher & Neale Finance to establish an independent, dedicated and specialist approach to our clients ongoing finance requirements.                                                

He has extensive experience with medical and dental professionals and has assisted many practitioners in planning and structuring their businesses, improving their financial performance and structuring for business succession.