Neil Kendall OAM
CERTIFIED FINANCIAL PLANNER®
B.Bus, DFP, FFAAA, FAAA Life Member
Helping clients build, protect and pass on wealth with purpose, integrity and independent advice.
About Neil
Neil joined Tupicoffs in 2002 after many years with major financial institutions. From 2014–2018, he served as Chair of the Financial Planning Association of Australia (FPA/FAAA), and from 2016–2017, he also chaired the Financial Planning Standards Board (FPSB) Council, which sets global standards for the Certified Financial Planner® certification with member organisations in 26 countries
During his tenure as Chair of the FPSB, Neil played a pivotal role in lifting standards for members, working closely with government and regulators to elevate the profession .
His unwavering dedication to ethics and professional advancement was further recognised in 2023, when he was awarded the Medal of the Order of Australia (OAM) for services to the financial planning profession
Neil’s 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, not for 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. Over time, I’ve learnt that success as a financial planner means making a meaningful, positive difference in my clients’ lives.”
“I worry about my clients’ money so they don't have to.”
- Neil Kendall OAM
Financial Planning Qualifications
Neil has completed the following financial advice qualifications;
Diploma of Financial Planning
Bachelor’s Degree in Business Management
Certified Financial Planner® (CFP®) designation
Fellow and Life Member of the Financial Advice Association of Australia (FAAA)
Do you want Neil to help build and protect your family’s financial future?
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.