News

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.

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