ASIC Clarifies Its Position On The Use Of 'Independently Owned’
ASIC has clarified its position on the use of restricted terms relating to the independence of financial advisers after seeking external legal advice on whether phrases such as 'independently owned' are restricted terms under s923A of the Corporations Act (the Act).
Federal Budget Update 2017/18
2017/18 Federal Budget Update by Neil Kendall - Managing Director of Tupicoffs, The Independent Financial Planners.
Griffith University wins big at the Financial Planning Australia Awards
Recently, our Paraplanner Cynthia was featured in a great article by Griffith University. They discussed her win as Paraplanner of the Year at the FPA Awards, and what it meant for her.
In position to make an impact on millions of lives
When Neil Kendall first got into financial planning, he thought he had an opportunity to change the lives of 100 families. When he started a financial planning practice, he thought the opportunity would be greater - perhaps 1000 families. But even that falls short of where he is now.
FPA Awards 2016
We would like to happily announce the recent achievement of our Senior Paraplanner, Cynthia Sercombe. Cynthia has won the 2016 FPA Paraplanner of the year award. T
November 2016 - U.S. Election Update
Election Update from Independent Financial Advisor, and Managing Director, Neil Kendall, for Tupicoffs Clients.
Client Update September 2016
Investment Update from Independent Financial Advisor, and Managing Director, Neil Kendall, for Tupicoffs Clients.
Superannuation Changes September 2016
Investment Update from Independent Financial Advisor, and Managing Director, Neil Kendall, for Tupicoffs Clients.
August 2015 Investment Update
Investment Update from Independent Financial Advisor, and Managing Director, Neil Kendall, for Tupicoffs Clients.
Financial Advice: Only 42 Independent Financial Advisors in Australia
According to the superguide.com.au website, there are only 42 independent financial planners in Australia, all Tupicoffs planners are now included in this 42.
Tupicoffs Signs Declaration of Independence
Australia's most awarded financial planning practice celebrated a rare industry milestone today, meeting all the legislative criteria required to sign their very own Declaration of Independence, according to Tupicoffs Managing Director, Neil Kendall,
Transition To Retirement
This whole transitioning into retirement thing doesn’t really have a lot to do with retirement. It is all about working with the assets you have to do the things you have been dreaming to do over all those years.
Tupicoffs Advisors Clean Up At the FPA Best Practice Awards
We are extremely pleased to announce that Tupicoffs advisers, James Kenny and Mark Milner, have taken out top honours in the Financial Planning Association's Best Practice Awards.
Tupicoffs Scoops FPA Best Practice Financial Planning Awards
In the evening of Friday, 9 November 2012 the Financial Planning Association presented its awards for Best Practice in Queensland. Tupicoffs' planners won both advice categories. I am very pleased to announce that the winner in the Certified Financial Planner category was James Kenny and the winner in the Associate Financial Planner category was Mark Milner.
Making a Meaningful Difference
Tupicoffs adviser James Kenny was featured in IFA magazine's Practice Profile. Jessica Gadd writes about Tupicoffs' client-centred approach to advice.
Rich On Any Wage
Tupicoffs adviser James Kenny features in Money Magazines April 2012 cover story about getting rich on any wage. James provides insightful tips on achieving your goals with $100 to spare.
Where There’s a WIL, There’s A Way.
Tupicoffs Advisor Neil Kendall and Financial Strategist Cynthia Sercombe are featured in this article examining the Griffith University Bachelor of Commerce (Professional) Degree.
Baby Boomers
Neil Kendall was asked to contribute to the story discussing a blueprint for success for the baby boomer generation.