Meet Our Team of Independent Financial Advisers

Our team has the experience and the commitment to professional learning, which makes us uniquely qualified to help our clients achieve their goals. To ensure our clients receive the Tupicoffs’ quality of financial advice, each of our Independent Financial Advisers has a limited number of clients that they work with. We have limited availability with a number of our Financial Advisers. Please contact us, to check availability.

  • Certified Financial Planner

    Neil Kendall OAM

    Certified Financial Planner®

    B.Bus, DFP, FFAAA, Life Member FAAA

    About Neil
  • Certified Independent Financial Planner

    Delma Newton

    Certified Financial Planner®

    B.Econ, B.Bus(Acc), DFP, Life Member FAAA

    About Delma
  • Independent Financial Planner

    Mark Milner

    Certified Financial Planner®

    B.Bus (Com), Adv.DFP, JP (Qual)

    About Mark
  • Certified Financial Planner

    Bianca Ford

    Certified Financial Planner®

    MFinPlan, GradDip FP

    About Bianca
  • Independent Financial Planner

    Lachlan Kendall

    Financial Planner

    B.Bus (Fin), DFP, JP (Qual)

    About Lachlan
  • Independent Financial Planner

    Ross McConachie OAM

    Senior Financial Planner

    AFP, B.Com, LLB, CA

    About Ross

  • Sam Meadowcroft

    Financial Planner

    B.Comm (Fin & FP)

    About Sam

  • Mitch Buckley

    Financial Planner

    B.Comm (Fin), LLB, Grad Dip FP

    About Mitch

Awards

We are Australia's Most Awarded Financial Planners 

2023 OAM for Neil Kendall for services to the Financial Planning Sector

2022 Barron’s Top 100 Financial Planners

2021 FPA Paraplanner of the Year Winner

2021 FPA Certified Financial Planner of the Year Finalist

2021 & 2020 Barrons Top 100 Financial Planners - Australia

2020 FPA Paraplanner of the Year Finalist

2019 FPA Financial Planner AFP of the Year

2019 FPA Paraplanner of the Year

2019 FPA Paraplanner of the Year Finalist

2019 FPA Paraplanner of the Year Finalist

2019 Financial Standard Power 50

2019 PlanPlus Global Financial Planning Awards - First Runner Up

2018 PlanPlus Global Financial Planning Awards - Winner

2018 PlanPlus Global Financial Planning Awards - Second Runner-Up

2018 & 2017 Barrons Top 50 Financial Planners - Australia

2017 Financial Standards 50 Most Influential Financial Advisers

2017 SMSF & Accounting Awards - SMSF Investment Strategist of the Year

2016 FPA Paraplanner of the Year

2016 Money Management Paraplanner of the Year

2015 FPA University Student of the Year

2013 Money Management - Financial Planner of the Year 

2013 Plan Plus - Global Financial Planning Awards, Winner

2013 Smart Investor Masterclass for Financial Planning

2012 FPA Best Practice Awards, National Winner

2013 FPA Best Practice Awards, QLD State Winner

2012 Wealth Professional, Top 50 Adviser

2012 FPA Best Practice Awards, QLD State Winner

2012 Smart Investor Masterclass for Financial Planning

2012 Money Management - Financial Planner of the Year - Finalist

2010 Smart Investor Masterclass for Financial Planning

2009 Money Management - Financial Planner of the Year - Runner Up

2009 FPA Value of Advice award, Finalist

2008 Smart Investor Masterclass for Financial Planning

2007 FPA Value of Advice Award, State Winner

2006 FPA Value of Advice award, State Winner

2006 FPA Value of Advice award, National Winner

2006 Money Management - Financial Planner of the Year Winner