Neil Smith is an experienced finance professional currently serving as an Account Executive at BookedUp since July 2025. Prior roles include Investment Performance Analyst at QIC from February 2022 to July 2025 and positions as a Senior Contract Paraplanner and Paraplanner/Compliance Manager at Paraplanner and Lantern Advisory, respectively. Neil's career began in customer service roles, progressing from Sales Consultant at Intergroup Insurance Services Ltd to Customer Service Management Support at Ted Baker. Neil holds a Business & Finance (BA Hons) degree from Liverpool John Moores University and has further qualifications in financial planning, including an Advanced Diploma from Kaplan Professional and a Diploma of Financial Planning from Mentor Education Group.
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