Tupicoffs Expert Witness
CFP, B.Bus, DipFP, FFPA, MAICD
Neil Kendall is an Authorised Representative of Tupicoffs Pty Ltd
Qualifications and Certifications
Certified Financial Planner (CFP)
Bachelor of Business Management
Diploma of Financial Planning
Fellow of the Financial Planning Association of Australia
Member of the Australian Institute of Company Directors
Masterclass Top 50 exam: 2012, 2010, 2008, 2006
Money Management Financial Planner of the Year 2006
Money Management Financial Planner of the Year Runner Up, 2009
Financial Planning Association Value of Advice National Finalist, 2009
Financial Planning Association Value of Advice National Winner 2006
Financial Planning Association Value of Advice State Winner 2006
QLD Advisor of the year 2004 - Charter Financial Planning
Expert Witness Knowledge Areas
Investment advice and implementation
Insurance advice and implementation (Life, TPD, Trauma and Income Protection)
Gearing advice and implementation
Self Managed Super Fund advice and implementation
Conflict of interest/ Commission disclosure
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.
Managing Director Financial Rescue Australia Pty Ltd
Financial Rescue assists victims of financial fraud to recover their losses from licensed financial planners.
2015 - Current
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.
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.
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.
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.
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.