Neil Dedrie
About Me
I have 20 plus years’ experience in the Financial Services Industry, 18 of which as a Financial Adviser within Commonwealth Bank Group, my current roles within Commonwealth Private is Executive Manager –Commonwealth Private Office Queensland. I'm responsible for provide holistic financial advice tailored for the complex needs of Ultra High Net worth individuals and their families, with specialisation across tax structures, asset allocation, investment portfolio construction and intergenerational wealth management. I lead a highly regarded and experienced team of financial specialists in Commonwealth Private Office to deliver best practice wealth management strategies to achieve our growing base of ultra-high net worth client's investment and lifestyle goals.
Areas of Focus
- Aged care
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years
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Licensed By Commonwealth Private Limited