Your Family Office Contact
All your advice, consolidated, and delivered to you by our expert.
Neil Kendall OAM
In 2023 Neil was awarded the Medal of the Order of Australia (OAM) for Services to the Financial Planning Sector.
Neil’s Background
Neil joined Tupicoffs in 2002 after spending many years with major financial institutions. He has been Chair of the Financial Planning Association Board and the Chair of the Financial Planning Standards Board Council.
In 2023 Neil was awarded the Order of Australia Medal for Services to the Financial Planning Sector.
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. 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.
I have always tried to offer my clients the service I would want. I have learnt that success for me as a financial planner is about making a meaningful, positive difference in my clients’ lives.
Family Office allows me to make that difference across not just individual clients, but their whole family. Setting up my clients and their families for long lasting multigenerational wealth is what Family Office, is all about. Financial peace of mind, for the whole family, for generations to come.
I worry about my clients’ money so they don't have to.”
Neil’s Qualifications
Neil has completed the Diploma of Financial Planning; and a Bachelor's Degree in Business Management. He has also achieved the Certified Financial Planner® certification, a standard recognised internationally.
Neil has been recognised as a Fellow and Life Member of the Financial Advice Association of Australia.
Neil has also worked, for over a decade, as a financial planning expert witness.
Working hard behind the scenes for you.
Our Team
Our team work behind the scenes everyday to ensure that your money is well managed.
They are committed to client care and confidentiality.
Family Office adds a new level of management to your finances to free up your time. We are responsible for all normal financial advice matters, as well as administration, and coordination with your other financial professionals. All your financial work, consolidated by us, providing you with a one stop financial provider.
Our team works to manage your wealth on every level, so you have more time to enjoy it.