Neil McLennan
Qualifications / Professional Memberships
Bachelor of Business (Accountancy)
Post Graduate in Advanced Accounting
Post Graduate in Applied Finance & Investment
Master of Financial Planning
Master of Financial Planning National Dux (2022)
Fellow of Chartered Accountants Australia and New Zealand
Fellow of the Financial Services Institute of Australasia
Chartered Tax Advisor
Accredited Financial Planning Specialist, Institute of Chartered Accountants
SMSF Specialist Advisor, Self Managed Super Fund Association
Authorised Representative of Godfrey Pembroke Group Pty Ltd AFSL 245451
Neil is a highly qualified financial professional and boasts more than 40 years experience in the financial services sector. A Partner of the Carthills group, Neil has a long history with the business and has been pivotal in shaping the Carthills service model enjoyed by clients today.
Driven by the success he is able to deliver to others, Neil believes in connecting with clients on both a personal and professional level to understand with depth their individual goals and circumstances. Key to this is taking the time to listen to clients to understand right from the outset what they’re looking to achieve, and making sure he is responsive to those needs. It is in this way Neil is able to establish long term trusted relationships, based on a common understanding of what’s important, and implementing tailored financial strategies in line with that understanding.
Being available to clients and nurturing a culture whereby staff understand that traditional client service is another factor in Carthills’ success. Neil is dedicated to upholding a highly responsive and consistent level of customer service throughout the entire business.