Neil Stafford
Southbank,VIC
Summary
- To utilise my skills, experience and qualifications to make a significant personal contribution to the financial and material future and well-being of my clients through an holistic approach to financial planning and through a proactive and caring approach to client relationships.
- To ensure that an optimum balance is achieved between client servicing and production of business income in order that business objectives are met and exceeded whilst retaining and enhancing client goodwill.
Overview
27
27
years of professional experience
Work History
Principal
Stafford Strategic Advisory
08.2012 - Current
- Responsible for production of all high level strategic financial plans encompassing all aspects as below and additionally the incorporation of: development of high level investment strategies for high net worth individuals/entity groups; investment strategies to ameliorate surcharge issues, Div 7A loans, CGT liabilities etc; investment strategies using equity collars; high level strategic advice on all aspects of self managed superannuation funds (SMSFs); complying pension strategies within SMSFs.
Partner and Senior Financial Planner
Blaze Acumen Securities (Hillross)
08.2005 - 07.2012
- Responsible for production of all high level strategic financial plans encompassing all aspects as below and additionally the incorporation of: development of high level investment strategies for high net worth individuals/entity groups; investment strategies to ameliorate surcharge issues, Div 7A loans, CGT liabilities etc; investment strategies using equity collars; high level strategic advice on all aspects of self managed superannuation funds (SMSFs); complying pension strategies within SMSFs.
Senior Financial Planner
Manning+Perry Financial Planning (WHK Group)
05.2003 - 08.2005
- Responsible for production of all high level strategic financial plans encompassing all aspects as below and additionally the incorporation of: development of strategies utilising investment/insurance bonds as an intervening structure between business owner and corporate entity for asset protection purposes and to avoid the restructure of Division, segmentation of client base, increase in FUA by in excess of 25% in 2005 financial year.
Strategic & Retirement Planner
Commonwealth Bank – Private Client Services (formerly known as Executive Banking)
05.2001 - 04.2003
- Solely responsible for production of all strategic financial plans for the High Net Worth Individual market encompassing: retirement and superannuation planning; redundancy and Eligible Termination payment treatments; amelioration of Reasonable Benefit Limit issues; wealth creation and enhancement; identification of appropriate personal risk mitigation strategies utilizing insurance capabilities; identification of appropriate financial risk mitigation strategies utilizing options and collars; identification of appropriate wealth transference strategies through estate planning and referral to professional specialists; complex financial modelling.
Investment Consultant
Commonwealth Bank
01.1999 - 05.2001
- Responsible for production of strategic financial plans for the retail market encompassing all of the above responsibilities and including Centrelink issues.
Personal Banker (Investments)
Commonwealth Bank
01.1997 - 04.1999
- Responsible for production of strategic financial plans for the retail market encompassing wealth creation and enhancement strategies through superannuation and non-superannuation investments
- Management of significant area Treasury balances
- Identification and referral of clients requiring higher level financial planning advice.
Education
Diploma of Financial Planning -
Deakin University (distance education)
Certified Financial Planner -
Deakin University (distance Education)
Skills
- A highly experienced financial advisor with in excess of 25 years of continuous industry experience I established my own firm Stafford Strategic Advisory, 12 years ago to better utilise my strengths and to provide exceptional advice to create successful outcomes for clients and exceed their expectations
- Ability to analyse complex client scenarios to synthesise appropriate financial and holistic solutions and present same in a manner comprehensible to the client
- Highly skilled in self-managed superannuation issues (SMSF) I provide strategic support for SMSF issues ranging from simple to complex to the wider advice community within Shartru Wealth Management and am frequently consulted by advisors and accountants from outside the Shartru network
- I successfully assist my clients with the management of a range of financial sector segments including, but not limited to, retirement planning, SMSF issues, investments, inheritance, savings, life assurance, critical illness cover, estate planning, and international pension transfers
Personal Information
- Place of Birth: Melbourne
- Date of Birth: 07/09/57
- Nationality: Australian
- Marital Status: Married
References
Referees’ details available on request.
Timeline
Principal
Stafford Strategic Advisory
08.2012 - Current
Partner and Senior Financial Planner
Blaze Acumen Securities (Hillross)
08.2005 - 07.2012
Senior Financial Planner
Manning+Perry Financial Planning (WHK Group)
05.2003 - 08.2005
Strategic & Retirement Planner
Commonwealth Bank – Private Client Services (formerly known as Executive Banking)
05.2001 - 04.2003
Investment Consultant
Commonwealth Bank
01.1999 - 05.2001
Personal Banker (Investments)
Commonwealth Bank
01.1997 - 04.1999
Diploma of Financial Planning -
Deakin University (distance education)
Certified Financial Planner -
Deakin University (distance Education)
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