Financial Planning

Congratulations Rocco Costa - Global Plan Plus Awards

Rocco Costa - First Runner Up, Global Plan Plus Award

The Tupicoffs team is proud to announce Certified Financial Planner, Rocco Costa, as the first runner up in this years Global Plan Plus Awards. This award recognises that Rocco’s work is solely based on what is in the best interests of the client, further confirming our Independence values here at Tupicoffs. This award is exclusive to professional financial planners who have a professional designation, and are a member of a professional association.

The PlanPlus Global Financial Planning Awards bring public and industry recognition to financial planners who are among the very best in their contribution to the profession.

Left to Right Tupicoffs Global Plan Plus prize getters: Mark O’Flynn, Crystal Bobir, Rocco Costa

Left to Right Tupicoffs Global Plan Plus prize getters: Mark O’Flynn, Crystal Bobir, Rocco Costa

Last year Tupicoffs Financial Planners, Crystal Bobir and Mark O’Flynn were first and second runner up respectively in the same award, cementing the Tupicoffs team as the best in the business, not only on Australian soil, but by international standards.

Barrons Top Financial Planners


Barron's Top 50 Financial Planners - Neil Kendall, CFP, was one of only 5 QLD financial planners who made the Barron's Top 50 Australian Financial Planners 2 years in a row!

Worrying About Others Money - The Australian

Tupicoffs Managing Director Neil Kendall in today's issue of The Australian. "We worry about peoples money, so they don't have to."

From Adviser To Restaurateur And Back - Article by Professional Planner

An article by Professional Planner about our Certified Financial Planner, Mark Milner.

February 2018 Investment Update

February 2018 Investment Update

Investment Update Video for Tupicoffs, The Independent Financial Planners.  Discussing the current stock market position.

Australias Most Awarded FInancial Planners

Including a spot in the Barrons top 50 and Financial Standards 50 Most influential Financial Planners - see why Tupicoffs are Australia's most awarded Financial Planners

Financial Standards Most Influential Advisers

Managing Director Neil Kendall named as one of the most influential financial advisers in the country in the Financial Standard Power 50!

      Australias Largest And Most Awarded Independent Financial Planning Practice Celebrates Independence Day  Traditionally July 4th is a celebration reserved for the declaration of America's independence from the British empire.  At Tupicoffs on the 4th of July we celebrate our own Independence Day.  Tupicoffs signed its own financial planning declaration of independence years ago which was a significant milestone in our  47 year history.   There are only a very small number of financial planners in Australia who meet the definition of Independent.  We are currently home to 9 out of 81 of Australia's truly Independent Financial Planners.   This makes us the largest Independent Financial Planning practice in the country. Independence means we do not receive any form of commission or sales incentive. This in turn helps us avoid any conflicts of interest in the advice we give.  Similarly, if ownership or control exists with a financial product provider, then the term Independent cannot be used.   Independence is paramount when identifying who we are and what we do. "Independent' is a controlled term under the corporation's law.  Only financial planners who can meet a rigorous set of standards set under Section 923A of the Corporations Act can describe themselves as independent or unbiased.  More and more consumers are seeking out independent financial advice and Tupicoffs are one of the few practices in Australia that can genuinely respond to that need.   

Australias Largest And Most Awarded Independent Financial Planning Practice Celebrates Independence Day

ASIC Clarifies Its Position On The Use Of 'Independently Owned'

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).

Budget Update 2017/18