News

Investment Update October 2018

Investment Update October 2018

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

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!

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).

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.

"I talked about how Paraplanners should be encouraged to stand up against bad planning advice, and understand they they have their own technical competence that should be valued.  They are just as much the professional as the financial planner themselves."

 To read the full article, click here.

 
 
FPA awards
 

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. To read the full article, click here.

 
Neil Kendall