Neil Kendall - Financial Adviser

B.Bus DipFP CFP^® MAICD  - Certified Financial Planner

Achievements
Neil qualified in the 2005 & 2007 Masterclass, an assessment that recognises the Top 50 financial planners in the country. Neil was the “Money Management Financial Planner of the Year in 2006". He has clients in Brisbane, Sydney, and Melbourne; and has developed a specialist niche providing advice to high net worth clients, and other financial planning industry professionals, including other financial advisers.  Neil is a regular industry speaker on improving the quality of financial advice and has spoken throughout Australia and overseas at Million Dollar Round Table meetings.

Industry Background
Neil is a practitioner member of the Financial Planning Association.  Neil is treasurer of the Brisbane chapter of the FPA and National treasurer of the Boutique Financial Planning Principles Group. He is active in both organisations and is an advocate for “fee only” advice and the elimination of industry conflicts of interest. Neil joined the practice in 2002 after spending many years with major financial institutions. Neil was General Manager with the National Australia Bank running one of their financial planning divisions with over 120 advisers. Prior to his departure he was instrumental in building a holistic financial planning business and driving a client focus into the culture. Neil also spent seven years with Bankers Trust and resigned from his position of Vice President to join MLC in 1999.

Qualifications
Academically, Neil has achieved recognition in completing the Diploma of Financial Planning; the industry recognised standard, and a Bachelors Degree in Business Management. Neil has also achieved the Certified Financial Planner (CFP®) certification, a standard recognised internationally.