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Advisor: Neil McLennan

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ADVISERS

Neil McLennan
Senior Partner

Biography

With more than 40 years of experience across accounting, taxation, superannuation, and financial planning, Neil supports individuals, families, and business owners with long-term, practical advice that evolves alongside their needs. He is known for his calm, clear approach and his ability to simplify complex financial matters into strategies clients can act on with confidence.

Neil’s advisory style is centred on building strong, enduring relationships. He takes the time to understand what matters most to each client, then tailors solutions that prioritise tax efficiency, financial wellbeing, and stability at every stage of life.

Neil holds a Master of Financial Planning and was recognised as the Australian Dux of Kaplan’s Master of Financial Planning in 2022, reflecting his commitment to technical excellence and lifelong learning.

Contact Neil's Team
Please fill out the form and we will be in touch, or phone us on 1300 856 065.