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Showing 11 - 20 of 21 results for "Neil Kendall"

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... community, which provides financial counseling services and financial literacy for high schools students. FPA chair Neil Kendall helped hand out the awards in place of chief executive De Gori, who wasn't able to be there in person, but addressed the ...

FPA appoints conduct commission chair

EMMA RAPAPORT  |  FRIDAY, 5 MAY 2017
... Mark Vincent and will be joined by newly appointed deputy conduct review commission chair Dale Boucher. FPA chair Neil Kendall welcomed the appointments, adding the high calibre reflects the reputation the FPA has built in the financial planning profession. ...

FPA National Roadshow emphasises value of advice

KERRIE SYDEE  |  WEDNESDAY, 29 JUN 2016
... latest information around how legislative changes will affect them and their clients. "Delivered by myself, FPA chair Neil Kendall or a member of the FPA policy and conduct team, delegates are also taken through practical solutions and case studies to ...

FPA promises continuity in leadership succession

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) chairman Neil Kendall said that the organisation's strategy has not changed, despite the leadership reshuffle. "We have just changed the bus driver," he said. Speaking to the media at the FPA Congress in Brisbane ...

Rantall to step down as FPA CEO

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... executive Mark Rantall will step down after five years in the role and will be replaced by an FPA executive. FPA chairman Neil Kendall announced the decision at the FPA Professionals Congress in Brisbane. Rantall will step down from the role at the end ...

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... added. Rowe finished his two-year term as FPA chair yesterday and will be replaced by Tupicoffs director and adviser Neil Kendall. The opening session focused on the idea of "inspiring greatness." Rowe noted that "greatness can not come from the parliament." ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... head of the organisation's board and will be replaced by Tupicoffs financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief executive Patrick Canion and Crystal Wealth financial planner Louise Lakomy are also stepping ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... horrified me is that there was nothing in writing, no statement of advice, nothing," Tupicoffs managing director Neil Kendall said. Kendall took over the woman's case and was able to recover some of the money. "The planner belonged to a listed company ...

FPA appoints three directors

FPA RELEASE  |  WEDNESDAY, 13 OCT 2010
Certified financial planners Neil Kendall, Peter O'Toole and Julie Matheson have been elected to the Financial Planning Association board. After 23 candidates stood for the election, Kendall, O'Toole and Matheson were elected as practitioner members ...

Value of advice shines at Tupicoffs

Financial planner Neil Kendall from financial planning group Tupicoffs has successfully demonstrated the 'value of advice' after his one-off pro-bono work for a low income client saw them nearly $300,000 better off. Announced the winner of this year's ...