Meet the judges

financial-planner/financial-planning/taxation/financial-planning-industry/accountant/

22 February 2007
| By Sara Rich |

David Haintz is the founder and principal of HaintzFinancial Services, an independently owned boutique financial advisory firm, established in 1989 and based in Melbourne, Australia. He has 17 years experience in the personal financial and investment profession.

Haintz was awarded Money Management’s/Advance Financial Planner of the Year in 2005.

Jason Menzies is head of financial planning at Tribeca Learning. He is the original author of Tribeca’s Superannuation and Retirement Planning, Taxation Planning and Self-Managed Superannuation courses.

Prior to joining Tribeca, he worked as a technical consultant at AMP’s Tapin help centre and previously worked as a financial planner and self-managed superannuation fund accountant.

Neil Kendall is a financial planner with Tupicoffs, a Brisbane-based licensee. He has been involved in face-to-face financial planning for five years after a successful corporate career in financial services. Kendall was recently recognised as the Money Management/ Advance Financial Planner of the Year for 2006.

Natasha Williams is a senior BDM for Timbercorp Securities. She started her career in the financial planning industry more than nine years ago as an authorised representative of Timbercorp and progressed into a full time position within its sales and marketing team. Williams was the Money Management/Tribeca BDM of the Year in 2005.

Jayson Forrest is an associate publisher at Reed Business Information and is responsible for the management of Reed's financial services publications, which includes Money Management and Super Review. He is also the editor of Financial Planning magazine. Forrest has been a financial services journalist for 17 years.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 4 weeks ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks ago

Distribution of private credit funds through advised channels to retail investors will be an ASIC priority for 2026 as it releases the results of its thematic fund survei...

4 weeks 1 day ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

3 days 14 hours ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo