Neil began his career in wealth management in 2006 and through his entrepreneurial drive became a business owner soon after. Neil’s career drive stems from a passion for seeing his clients successfully achieve their goals and objectives.
Currently, Neil’s focus is to see more people working in the medical field receive sound financial advice, and to cement INFUSION360 as an industry leader in the advice space. He believes that through the unique ‘One Lens®’ approach to advice, INFUSION360 is well-positioned to deliver on this goal.
Neil is passionate about innovation and disruption, employing cutting-edge technology to transform financial services. This passion was developed as he led INFUSION360 through a data-driven digital transformation journey, through the Salesforce Einstein Platform, incorporating artificial intelligence, automation, and advanced business analytics to the decision-making process of his business.
Driving this passion was a goal to achieve business efficiencies, empower decision-making and support the development of customer experience processes.
Neil’s greatest success and joy is his family. Being married with 3 beautiful girls, time is a valuable resource and is what inspires him to be his personal best each day. Other interests include Formula 1 and mentoring other aspiring young entrepreneurs.
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