Established in 1970, Tupicoffs is Australia's most respected financial planning practice.


The value of Experience

Tupicoffs has been providing advice for over 46 years.  Over that time we have spent a lot of time talking to clients and developing solutions to life's challenges.  That collection of experiences combined with our commitment to professional learning make us uniquely qualified to help our clients.

All our financial planners are degree qualified and have an ongoing commitment to grow their professional skills and knowledge.  The CERTIFIED FINANCIAL PLANNER® designation is the highest global standard for financial planners and our planners who are not currently CERTIFIED FINANCIAL PLANNERS® are completing the program to obtain this qualification.

 


Expert Outsourcing

We worry about our clients money so they don't have to.  Our role is to ensure life's financial opportunities are explored and the pitfalls avoided.  We provide peace of mind for clients who have areas of interest, expertise or focus, other than their finances.  We know life isn't all about money, but we also know how important financial confidence is to enjoying the other aspects of life.


CERTIFIED FINANCIAL PLANNER®

The CERTIFIED FINANCIAL PLANNER® designation is recognised as the highest standard for financial planners globally. It combines strict experience guidelines with a Masters level education program and a Code of Ethics. 

In Australia the CERTIFIED FINANCIAL PLANNER® designation is overseen by the Financial Planning Association. All the financial planners at Tupicoffs are members of the Financial Planning Association and have signed up to it’s Code of Ethics and Code of Professional Practice. 

Tupicoffs was the first practice in Australia recognised by the Financial Planning Association as a Professional Practice. This  accreditation recognises the high level of commitment to excellence and professional development within a practice overall.