Tupicoffs’ Adviser on the Barron’s List…… Again!
From the inaugural Barron’s Top 50 Australian Financial Advisers List, to the expanded Barron’s Top 100 Australian Financial Advisers List, and then the further expanded Barron’s Top 150 Australian Financial Advisers List.
Neil Kendall OAM is a fixture on the Australian Barron’s List.
Since its launch in 2017, Neil Kendall OAM has been a regular presence on the Barron’s Top Australian Financial Advisers List. He appears year after year, not as a momentary standout, but rather as an example of consistent excellence in financial advice.
In an industry defined by fluctuation and reinvention, Neil’s appearance on the list has become something remarkably steady.
Each edition of the Barron’s Top Financial Advisers Australia recognises roughly 1% of advisers in the country. The Barron’s List ranking formula begins with a 60 question survey for advisers to complete with the details of their careers and businesses. While the particulars remain a well guarded secret, here is what we do know about Barron’s mathematical formula and how it is applied to each advisers survey responses.
The Barron’s formula is split into 3 main categories;
Assets,
Funds under management,
Year-over-year growth in FUM as a measure of business health.
Revenue,
The money an adviser collects in fees as a measure of client satisfaction.
Quality of Practice,
Length of time an adviser has been in business,
Adviser’s educational achievements,
Size and structure of an advice team relative to the number of clients.
These criteria take into account more than simply finances, they are designed to provide significant emphasis on advisers and practices that have long term stability and client satisfaction.
Neil’s continued presence on the Barron’s Top Financial Advisers Australia list says something important about Tupicoffs’ approach to wealth management. It reflects a business with the structure, stability and client outcomes needed to perform consistently over time. The kind of financial planning practice that withstands change, supports complexity and remains steady year after year.
For our existing clients, Neil’s repeated recognition on the Barron’s Australian Financial Adviser rankings reinforces that the advice they receive is supported by a business that performs reliably against the highest national benchmarks. For new clients, Neil’s ongoing place among Australia’s top financial advisers speaks to the confidence existing clients place in his judgement, the kind of trust that is earned gradually through consistency.
Congratulations Neil on yet another year of representation on the Barron’s List!
