Mark Milner

CERTIFIED FINANCIAL PLANNER®

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

Helping clients feel confident and in control through every stage of their financial life.

About Mark

Mark joined Tupicoffs after owning and managing a successful customer services business for several years. He has over twenty years’ experience providing comprehensive financial advice to clients, and prides himself on high standards of professionalism and personal service.

Mark specialises in developing strategies to assist his clients to meet their goals leading up to retirement and beyond, as well as wealth accumulation and protection.

Mark’s Financial Advice Philosophy

I believe financial advice should be understandable, meaningful, and tailored to each of my clients. Good advice combines technical skill with the ability to explain complex ideas clearly.

I focus on building long-term relationships based on trust, transparency, and a genuine commitment to placing my clients’ needs first. As a financial planner, my role is to help clients achieve their financial goals. Client feedback helps me to know that I’ve made a meaningful positive difference in their lives.

Good investment advice can be critical to protecting client portfolios during uncertain economic conditions. That’s why I take great care in shaping the investment approach we use to manage client portfolios at Tupicoffs.

I joined Tupicoffs because of our fee-for-service approach and commitment to clients. Our practices ensure transparency, objectivity and trust in the advice process.

— Mark Milner