Services to the Financial Planning Sector
Pioneer of Independent Financial Advice Awarded Order of Australia Medal
Neil Kendall, Independent Financial Adviser, Certified Financial Planner, former chair of the Financial Planning Standards Board and the Financial Planning Association of Australia. In 2023 we added another impressive acknowledgement to the already admirable list for our managing director here at Tupicoffs.
In 2023 Neils ongoing commitment to financial advice saw him awarded an Order of Australia Medal for services to the financial planning sector.
He has been a part of legislation regarding the terms Financial Planner/Financial Adviser, and he was integral to the establishment of the Financial Planning Education Council. He also offers his knowledge where needed as an expert witness and has established Financial Rescue to assist victims of fraudulent financial advice in recouping some of their losses.
We have always known that Neils commitment to ongoing integrity in the field of financial advice was second to none. This is represented at Tupicoffs in his commitment to independent and honest financial advice. He consistently strives to provide the best advice tailored to every client because he knows no two clients or financial situations are the same.
Neil has always had strong values regarding advice. When asked about his philosophy as a financial adviser he said, “I want 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. Success for me as a financial planner is about making a meaningful positive difference in my clients’ lives.”
Tupicoffs financial advice is built on the back of Neils philosophy. We have a policy of integrity and accountability, and we are always working with our clients' needs in mind. Each financial product produced at Tupicoffs provides our clients with investment and wealth management advice we believe can help achieve their goals and provide each client with peace of mind.
We provide investment advice, super fund information and we help our clients achieve long term financial stability. Each client is in a different phase in their lives, some want to use their existing assets for ongoing wealth creation with a strong and stable investment strategy. Others simply want to achieve financial security for themselves and their families and ease into a comfortable retirement.
If you are looking at making a significant financial decision we highly recommend you take the time to speak to one of our financial advisors who will take the time to understand your unique situation and provide you with any financial service you are looking for.
Thanks Neil for your contributions to Financial Planning in Australia and Worldwide, and our most sincere Congratulations on your OAM.
