Partner
With a continued niche focus of working with medical practitioners, Jarrod’s expertise has enabled him to guide many of his clients from the initial stages of wealth creation as Doctors in Training, right through to wealth protection, planning and retirement strategies.
From his vast experience with senior clients, Jarrod realised the need to become engaged with clients at a younger age - at a more pivotal time in their career. From here he developed the ‘At Risk At Wealth’ concept which offers clients tailored and highly effective wealth creation and preservation strategies.
His passion for helping practitioners to improve their performance through sound financial management has led to the development of WealthStart and Australian Medical Benchmarks, which are all aimed to assist medical professionals and practices reach their financial, business and investment goals sooner.
Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the AMA (NSW) and the AAPM and a regular contributor to a leading medical industry magazine, NSW Doctor.
Jarrod's key areas of expertise include:
- Capital transaction planning
- Business reporting and KPI development
- Services to dentists and medical practitioners
- Tax-effective business and medical practice structuring
- Business and practice financial modelling
- Surgery acquisition strategies
- Taxation advice and planning
- Retirement strategies and estate planning
At a glance
- Adviser status Gold
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Chartered Accountant (CA)
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Language spoken
- English
Cutcher & Neale Superannuation Technical Services
Level 3, 130 Parry StNewcastle West, NSW 2302
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Cutcher & Neale Financial Services Pty Ltd
AFSL 433814