Neil Sutcliffe
Managing Partner - Family Office
Our holistic approach enables you to benefit from a dedicated, personal adviser helping you achieve your financial goals. Neil advises on strategic wealth planning and investment tax planning, whilst managing directly-invested portfolios. He provides strategic advice on wealth protection, inter-generational wealth transfer, business ownership transition and estate planning.
Investment Style
Neil's core focus is to maximise the 'total, net after-tax return' of your portfolio, with the aim of achieving your objectives within your agreed risk tolerance – he places additional emphasis on investment liquidity, long-term growth prospects, income generation and tax efficiency. Neil incorporates investor education, strategic asset allocation, global investment themes and securities research analysis into his investment selection process.
Services and Specialties
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
I am a partner of Dunelm Capital Partners Pty Ltd which operates the business of Morgans Financial Limited - South Yarra. My employer remunerates me by way of salary. As a shareholder of Dunelm Capital Partners Pty Ltd, I may be entitled to a share of profits. As a Partner of Dunelm Capital Partners Pty Ltd, I will be entitled to a share of profits.
