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.
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.
Neil has also worked, for over a decade, as a financial planning expert witness. To enquire about having Neil provide expert reports or expert testimony please click below.