Tupicoffs Financial Planning Expert Witness

Neil Kendall offers his services to legal firms as an independent Financial Planning Expert Witness on financial services matters. Where a legal case requires the expert opinion of a financial planning practitioner, Neil is able to report on various areas of the financial planning profession, including:

  • Investment advice and implementation

  • Insurance advice and implementation

  • Gearing advice and implementation

  • Self Managed Super Fund advice and implementation

  • Conflicts of interest

  • Commission disclosure

With over 30 years' experience in Financial Planning, having worked for both private and publicly listed financial planning firms and now operating as the Managing Director of Tupicoffs, The Independent Financial Planners, which holds its own Australian Financial Services Licence, Neil is well equipped to provide expert reports on all aspects of financial planning.

Neil Kendall Tupicoffs Financial Planning Expert Witness