Neil Kendall OAM
CERTIFIED FINANCIAL PLANNER
Neil is an authorised representative of Tupicoffs Pty Ltd
Qualifications and Certifications
Order of Australia Medal for services to the financial planning sector (OAM)
Certified Financial Planner (CFP)
Bachelor of Business Management
Diploma of Financial Planning
Fellow of the Financial Advice Association of Australia (FFAAA)
Life Member of the Financial Advice Association of Australia
Industry Experience
2002- Current
Managing Director Tupicoffs Pty Ltd / Responsible Manager Tupicoffs Pty Ltd
Neil is responsible for the provision of all advice under the Tupicoffs Pty Ltd licenses. As well as his role as responsible manager Neil has an active client base of financial planning clients.
2012 - Current
Managing Director Financial Rescue Australia Pty Ltd
Financial Rescue assists victims of financial fraud to recover their losses from licensed financial planners.
2015 - 2017
Chair - Financial Planning Standards Board Council
The Financial Planning Standards Board sets the global standards for the Certified Financial Planner certification. The council represents the 26 member nations and 170, 000 financial planners that participate in the Certified Financial Planner program worldwide.
2014 - 2018
Chair - Financial Planning Association of Australia
Neil was elected Chair in 2014, and his term extended again in 2016. The FPA is the professional association for financial planners in Australia, with over 12,000 members of which more than 5,500 are Certified Financial Planners.
2010-2018
Director - Financial Planning Association of Australia
Neil was elected to the board of the FPA in 2010 and again in 2013. The FPA is the professional association for financial planners in Australia, with over 12,000 members of which more than 5,500 are Certified Financial Planners.
1999 - 2002
General Manager MLC / General Manager National Personal Client Services
Neil held a number of Sydney based senior roles in MLC and National Australia Bank, the last of which was as the General Manager of a dealership with over 120 planners. He managed the business from its inception, building the planner and support staff as well as providing leadership on a client focused planning model. Neil also spent time as the Chairman of ThreeSixty research committee, helping to select products for the dealership approved lists of over 1000 planners. During this time he was directly responsible for paraplanning, research, training, IT support, adviser remuneration, and strategic alliances for the MLC advice businesses.
1992 - 1999
Vice President of BT Funds Management
Neil worked for BT for just over 7 years and spent time with hundreds of planners around Queensland. He was a regular seminar speaker and helped many advisers grow their businesses.