Meet the judges
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.
Recommended for you
The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains.
WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acquisitions.
The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager.
Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025.
