Neil Smith

Neil Smith has a diverse work experience spanning various roles and industries. In 2004, they started as a Sales Consultant at Intergroup Insurance Services Ltd until 2007. From 2007 to 2011, they worked as Customer Service Management Support (weekend) at Ted Baker. Neil then joined St James’s Place Wealth Management in 2011 as a Junior Paraplanner/Client Service Manager until 2013. In 2013, they became a Paraplanner at Mcfillin Private Wealth for a year. From 2015 to 2019, they worked at Lantern Advisory as a Paraplanner/Compliance Manager. In 2019, Neil took on the role of Ecommerce Business Owner until 2022. In the same year, they became a Senior Contract Paraplanner at Paraplanner. Currently, they are an Investment Performance Analyst at QIC.

Neil Smith completed their Bachelor of Arts Honours degree in Business and Finance from Liverpool John Moores University from 2008 to 2011. In 2013, they obtained a Diploma of Financial Planning (DFP) in Financial Planning and Services from Mentor Education Group. From 2015 to 2017, Neil pursued an Advanced Diploma in Financial Planning from Kaplan Professional. Additionally, they have obtained several certifications such as "SQL for Data Science" from Coursera in February 2022, "Fundamentals of Quantitative Modeling" from Coursera in January 2022, "Google Data Analytics Professional Certificate" from Coursera in January 2022, and "Statistics for Business Analytics and Data Science" from Udemy in December 2021.