Phillip Smith

BCom, FCA, F.Fin, CFP® SSA™
Partner

Phillip first joined the firm in 1986 before moving to London in 1988 where he worked as a manager in the Treasury division of leading Merchant Bank, Hill Samuel.

In 1994 Phillip re-joined Cutcher & Neale as Partner in charge of the newly created Investment Services division.

He is a commerce graduate from The University of Newcastle and a Chartered Accountant since 1986.

His hands-on experience and breadth of financial market knowledge, coupled with Chartered Accountancy skills are very unique.

Phillip’s areas of expertise include:

• Self Managed Superannuation advice
• Portfolio management and investment
• Share market advice and placement
• Financial planning
• Retirement strategies
• Estate planning

Kristy Smith

BFin, SSA, Dip.FS(FP), Adv.Dip.FS(FP)
Director Investment Services

Kristy joined Cutcher & Neale Investment Services in December 2000. She graduated from The University of Newcastle in 2002 and was the recipient of the Cutcher & Neale award for highest ranking student in the Bachelor of Finance degree.

Her excellent technical abilities, commitment and people skills quickly proved a valuable asset to the firm. As Director of our Investment Services Division, she heads up a team of Investment and Financial Planning specialists.

Kristy’s areas of expertise include:

• Self Managed Superannuation advice
• Portfolio management
• Investment advice

Wade Johnson

BCom, Dip.FS(FP)
Senior Investment Advisor

Wade joined Cutcher & Neale Investment Services in 2014. He is a Commerce graduate from the University of Newcastle and also holds a Diploma of Financial Services
(Financial Planning).

Wade has over 8 years’ experience working in financial services, across a range of accounting and investment advisory role, offering a wealth of experience, advanced technical and fundamental analysis skills and knowledge.

Wade’s areas of expertise include:

• Self Managed Superannuation advice
• Portfolio management
• Stock selection
• Investment research for both Australian and International equities markets

Craig Semmler

BCom, Adv.DipFS(FP)

Craig joined Cutcher & Neale Investment Services in 2014. He is a Commerce graduate from the University of Newcastle and also holds an Advanced Diploma of Financial Services (Financial Planning).

He has over 8 years of experience working in the financial services industry, across a range of financial advisory roles.

He enjoys developing an ongoing relationship with his clients and assisting them to realise their lifestyle goals and objectives with a suitable investment approach.

Craig’s areas of expertise include:

• Self Managed Superannuation advice
• Investment strategies
• Retirement strategies
• Wealth creation and preservation planning

Brad Oldham

GradCertBA
Risk Insurance Manager

Brad joined Cutcher & Neale Investment Services in April 2014 to head up the Risk Insurance division, working closely with Phillip Smith, Partner of the division.

He holds a Graduate Certificate of Business Administration from the University of Newcastle, along with ASIC accreditation encompassing Risk Insurance Brokerage.

With 25 years Operational and General Management experience across a range of industries, Brad brings a real world understanding to clients’ Risk Insurance needs. 
This, coupled with his determination to provide the best possible outcome for our clients, ensures the most practical and appropriate advice is delivered.

Brad’s areas of expertise include:

• Risk protection strategies
• Risk reviews
• Tailored risk insurance advice