Neale Forbes in

Neale Forbes

Doer · DISC type sd
Chief Executive Officer at Forbes Wealth Planning Pty Ltd
📍 Adelaide, South Australia, Australia

Neale Forbes is the Chief Executive Officer of Forbes Wealth Planning, an advisory firm based in Modbury, South Australia. His firm was named Practice of the Year by Advice Evolution, where he also received the Financial Adviser of the Year award. He holds a Diploma in Financial Planning from Deakin University.

Neale is passionate about helping people achieve their financial and lifestyle goals. He is also involved in community initiatives on the Yorke Peninsula, aiming to improve the wellbeing of children, young people, and families in the region.

With over 30 years of experience, he co-founded Australias first Credit Union franchise before establishing his current practice.

Read the full overview →
Experience
24 Years
Current Role
Chief Executive Officer
Job Level
Leadership
Location
Adelaide, South Australia, Australia
Personality Overview

How Neale shows up

Results Focused
Deliberate Doer
Risk-Accepting

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Neale cares about

Advisory Excellence
Demonstrated by his firm winning "Practice of the Year" and him winning "Financial Adviser of the Year" from the Advice Evolution community.
Developing Talent
Actively seeks to hire and fast-track graduates into the financial planning profession, emphasizing the importance of a strong company culture and mentorship.
+5 more topics Login to view topics
Career

Work history

6-1997
Chief Executive Officer
Forbes Wealth Planning Pty Ltd
7-2001 - 1-2021
Investment Trust Board Member
AFA
1997 - 2012
Business Partner
Police Credit Union SA & NT
2004 - 2011
Financial Planner
Total Financial Solutions
6-1996 - 6-1997
Financial Planner
ANZ Financial Planning
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1997 - 2001
Diploma Financial Planning
Deakin University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Neale. Free, 10 seconds.