Neil Kendall OAM
CERTIFIED FINANCIAL PLANNER®
B.Bus, DFP, FFAAA, FAAA Life Member
Background
Neil joined Tupicoffs in 2002 after spending many years with major financial institutions.
Neil has been Chair of the Financial Planning Association Board and the Chair of the Financial Planning Standards Board Council.
During his role as an FPA Director, he has been pivotal in the FPA’s evolution into a professional association and in raising standards for members. Neil worked with members, government and lawmakers to ensure the profession evolved.
During his time as Chair of FPSB, Neil was involved in lifting the standards of financial planning and in the management of the Certified Financial Planner® designation globally.
Neils unwavering dedication to, and knowledge of, the financial planning industry is unparalleled. As a result of this, at the Kings Birthday Awards in 2023 Neil was awarded the Order of Australia Medal (OAM) for services to the financial planning sector.
My Financial Advice Philosophy
When I started giving advice, I wanted to be the financial planner I would be happy to see myself. I would want honesty, integrity, and exceptional knowledge and skills in my financial planner.
I would demand independence. I would want to be 100% confident my financial planner was working for me and not a financial services company. I would expect that my planner was paid for giving me advice, not selling me products. I would not accept a commission or product-based payment arrangement.
Knowing that I have always tried to offer my clients the service I would want. I have learnt that success for me as a financial planner is about making a meaningful positive difference in my clients’ lives.
I worry about my clients’ money so they don't have to.
Financial Planning Qualifications
Neil has completed the Diploma of Financial Planning; and a Bachelor's Degree in Business Management. He has also achieved the Certified Financial Planner® certification, a standard recognised internationally.
Neil has been recognised as a Fellow and Life Member of the Financial Advice Association of Australia.
Financial Services Expert Witness
Neil has been acting in service of the financial services industry for decades. He boasts a substantial list of financial services accomplishments which can only be seen as a testament to his knowledge and experience in all aspects of the industry.
Neil is an expert on the principles, applications, and specifications of financial advice. His commitment to integrity and independence is recognised across the financial advice profession. This combination of unique characteristics and experiences makes Neil eminently qualified as an expert witness for financial advice.
Due to his extensive knowledge, Neil has been asked to act as an expert witness for financial advice in various cases for over a decade.
Financial Rescue
Neil began Financial Rescue as part of a commitment to support the community. Believing that the fundamental principle of financial planning is taking care of the clients who put their trust and hard earned money in the hands of their advisers.
Financial Rescue is a complaints management service that assists victims of bad financial advice. Helping to prepare, lodge, and manage Australian Financial Complaints Authority (AFCA) claims from start to finish.
“We aim to level the playing field between victims and financial service providers by providing you with the necessary assistance to ensure your complaint is dealt with fairly.” Neil Kendall OAM
Financial Rescue acknowledges that the process of filing a complaint can be hard when other circumstances like a massive loss of funds are impacting lives. The steps and requirements can be confusing and sometimes a helping hand makes all the difference.