Neil Stafford

Neil Stafford – Senior Financial Advisor

Neil Stafford, a Certified Financial Planner® with a Diploma in Financial Planning, has been a prominent figure in the financial advisory sector since 1997. His career began with the Commonwealth Private Bank, where he served as the Senior Financial Planner in Melbourne. Neil then moved on to become a Financial Planning Partner at Blaze Acumen Chartered Accountants, a top-100 Australian accounting firm formed from the former Price Waterhouse Coopers Private Client division.

Neil is highly regarded for his technical skills and deep knowledge of complex superannuation matters. His expertise has made him a sought-after consultant within the wider accounting industry. Ten years ago, Neil founded Stafford Strategic Advisory, a firm dedicated to providing high-level strategic financial advice. His alignment with Shartru Wealth as his preferred licensee led to his appointment as Head of Complex Advice for Shartru, a role in which he excelled by supporting and guiding other advisors.

Neil’s introduction to Rob Coyte, CEO of Shartru Wealth Management, marked a significant turning point. He was drawn to Shartru’s ethos of being “run by advisors for advisors,” a philosophy that resonated with his own professional values. Neil’s commitment to excellence and his strategic approach to financial planning have been key drivers of his success.

In April 2024, Neil joined Wealth Built Right, bringing his considerable expertise and strategic vision to the firm. He is dedicated to providing top-tier financial advice and helping clients navigate the complexities of financial planning. Neil’s deep technical knowledge and client-focused approach make him an invaluable addition to the Wealth Built Right team.

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