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About Us

 

When you’re working hard to establish a successful career in medicine, planning for your financial future can often take a back seat.

But just like your career, the decisions you make now will help determine the final outcome. So it’s important to make your first financial step the right one.

That’s why we created iMEDSuper, the flexible, more transparent alternative to a conventional managed superannuation fund.

iMEDSuper gives you a choice of investment options, each with a portfolio of equities designed and regularly reviewed to deliver maximum financial benefit. In consultation with your iMEDSuper team member, you can assess which option best suits your circumstances, appetite for risk and stage of life. Then you can track every aspect of our portfolio in real time online.

That’s total transparency, 24/7.

If you want to reach your long-term financial goals sooner, iMEDSuper is simply a better way to invest.

 

Find Out More

 

Cutcher & Neale was established over 60 years ago. Today we're one of the Top 40 (by revenue) accounting and financial services firms in Australia. Our success is grounded in the traditional values of absolute integrity, personal service and professionalism coupled with innovative thinking.

We are the Preferred Accounting Partner for the AMA (NSW) and a National Sponsor of the Australian Association of Practice Management (AAPM). Cutcher & Neale's Specialist Medical Services team is made up of passionate professionals dedicated to your financial success.

Our hands-on experience and technical expertise has guided the financial lives of countless medical practitioners just like you. As a iMEDSuper client, you have exclusive access to a team that's as committed to their profession as you are to yours.

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OUR TEAM

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
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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
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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
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Craig Semmler

BCom, Adv.DipFS(FP)

Senior Investment Advisor

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
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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
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Keiran James

BCom, BBus, Dip.FS(FP)
Investment Advisor

 

Keiran joined Cutcher & Neale Investment Services in March 2015.

He is a Business and Commerce graduate from the University of Newcastle and holds a Diploma of Financial Services (Financial Planning).

With over 4 years’ experience working in the financial services industry, across a range of financial planning roles, Keiran brings a high level of skill to his clients and our investment services team.

Keiran’s areas of expertise include:

  • Portfolio modelling
  • Investment research
  • Lifestyle planning
  • Self Managed Superannuation advice
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