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Neil Sutcliffe Email & Phone Number

SMSF Specialist Adviser at SMSF Association

Location: Greater Melbourne Area, Australia 5 work roles 4 schools

1 work email found @morgans.com.au LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

SMSF Association

Role

SMSF Specialist Adviser

Location

Greater Melbourne Area, Australia

Company size

55 employees

Who is Neil Sutcliffe? Overview

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Quick answer

Neil Sutcliffe is listed as SMSF Specialist Adviser at SMSF Association, a with 55 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at morgans.com.au and a matched LinkedIn profile for Neil Sutcliffe.

Neil Sutcliffe previously worked as Managing Partner - Family Office at Morgans Financial Limited and Fellow at Finsia. Neil Sutcliffe holds Graduate Diploma, Applied Finance & Investment from Finsia.

Company email context

Email format at SMSF Association

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{first}.{last}@morgans.com.au

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AeroLeads found 1 current-domain work email signal for Neil Sutcliffe. Compare company email patterns before reaching out.

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Profile bio

About Neil Sutcliffe

Neil Sutcliffe is a SMSF Specialist Adviser at SMSF Association. He possess expertise in investments, wealth management, portfolio management, finance, financial advisory and 19 more skills.

Listed skills include Investments, Wealth Management, Portfolio Management, Finance, and 20 others.

Current workplace

Neil Sutcliffe's current company

Company context helps verify the profile and gives searchers a useful next step.

Smsf Association

SMSF Specialist Adviser

australia

Website

smsfassociation.com

Employees

55

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Company profile

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5 roles

Neil Sutcliffe work experience

A career timeline built from the work history available for this profile.

Smsf Specialist Adviser

Current

Smsf Association

Melbourne, Victoria, Australia

Mar 2011 - Present

Managing Partner - Family Office

Morgans Financial Limited

South Yarra, Melbourne

Core Discipline: Private Wealth Management. Our office is a local practice (owner operated, part of private Australian company Morgans), yet is able to access global resources and research analysis.Our style is similar to the (multi) Family Office, with a focus on advising, managing and administering the investment and financial affairs of our professional, family business and retiree clients. We combine the best of stockbroking and portfolio management with financial and estate planning.Our aim is to be the Trusted Adviser of our clients and their families.Our fee structure is principally by way of a quarterly fee retainer, tax deductible to Australian residents.

Fellow

Finsia

Australia

State Manager, Melbourne And Victoria; (Prior) Regional Manager, Wa; Senior Adviser

Hartley Poynton Limited

Australia

Senior Adviser with own client base - Perth until 1999, then Fremantle until 2000, then Melbourne.Manager of all private client and institutional advisers in Melbourne and Victoria (from late 2000)Office Manager in MelbourneNational (private client) Operating CommitteeShareholder and Executive Optionsholder

May 1994 - Feb 2003

Senior Consultant

Lincoln Financial Group

London Area, United Kingdom

Sep 1989 - May 1994

Team & coworkers

Colleagues at SMSF Association

Other employees you can reach at smsfassociation.com. View company contacts for 55 employees →

LR

Lucy Robinson Colleague at Smsf AssociationAdelaide, South Australia, Australia View → VI

Vivian Imajo Colleague at Smsf AssociationGreater Adelaide Area, Australia View → CM

Caitlin Maxted Colleague at Smsf AssociationAdelaide, South Australia, Australia View → AS

Alistair Shields Colleague at Smsf AssociationAdelaide, South Australia, Australia View → JN

Janet Nyland Colleague at Smsf AssociationGreater Adelaide Area, Australia View → DM

Danny Maher Colleague at Smsf AssociationCairns, Queensland, Australia View → JB

Jo Burgess Colleague at Smsf AssociationGreater Adelaide Area, Australia View → GC

Graeme Colley Colleague at Smsf AssociationGreater Sydney Area, Australia View → TM

Tarun Malhotra Colleague at Smsf AssociationAustralia View → PH

Peter Hogan Colleague at Smsf AssociationGreater Sydney Area, Australia View →

4 education records

Neil Sutcliffe education

Graduate Diploma, Applied Finance & Investment

Finsia

Advanced Certificate, Investment Planning, Trusts, Taxation, Corporate Investment Planning

Chartered Insurance Institute

B.A.(Hons), History, Politics & Philosophy, Honours (Div. 2)

Durham University

Activities and Societies: University Boat Club, coxswain; Hatfield College; Caledonian Society; 'Dionysius' Hockey Club; 'Bo Peeps'.

A Levels, S Level, Economics, History, French, Latin

Oundle School

Activities and Societies: Rugby, Hockey, Tennis, Rowing (coxswain), Art, Drums and Percussion, Cadet Force.

FAQ

Frequently asked questions about Neil Sutcliffe

Quick answers generated from the profile data available on this page.

What company does Neil Sutcliffe work for?

Neil Sutcliffe works for SMSF Association.

What is Neil Sutcliffe's role at SMSF Association?

Neil Sutcliffe is listed as SMSF Specialist Adviser at SMSF Association.

What is Neil Sutcliffe's email address?

AeroLeads has found 1 work email signal at @morgans.com.au for Neil Sutcliffe at SMSF Association.

Where is Neil Sutcliffe based?

Neil Sutcliffe is based in Greater Melbourne Area, Australia while working with SMSF Association.

What companies has Neil Sutcliffe worked for?

Neil Sutcliffe has worked for Smsf Association, Morgans Financial Limited, Finsia, Hartley Poynton Limited, and Lincoln Financial Group.

Who are Neil Sutcliffe's colleagues at SMSF Association?

Neil Sutcliffe's colleagues at SMSF Association include Lucy Robinson, Vivian Imajo, Caitlin Maxted, Alistair Shields, and Janet Nyland.

How can I contact Neil Sutcliffe?

You can use AeroLeads to view verified contact signals for Neil Sutcliffe at SMSF Association, including work email, phone, and LinkedIn data when available.

What schools did Neil Sutcliffe attend?

Neil Sutcliffe holds Graduate Diploma, Applied Finance & Investment from Finsia.

What skills is Neil Sutcliffe known for?

Neil Sutcliffe is listed with skills including Investments, Wealth Management, Portfolio Management, Finance, Financial Advisory, Investment Strategies, Estate Planning, and Equities.

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