Investment update video for clients of Tupicoffs, The Independent Financial Planners. Discussing the current stock market position.
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!
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
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.
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. This is a new award category that recognises a paraplanner who has demonstrated excellence in Paraplanning. Cynthia has worked with Tupicoffs since 2010 and has always been passionate about providing outstanding quality financial advice whilst maintaining very high ethical and professional standards. We are incredibly proud to have her as part of our hard working team.