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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.

Ethics is a ‘deeply personal’ and individual commitment, says FPA chair

Neil Kendall

"The chair of the FPA, Neil Kendall, says while a lot has been spoken about ethics training, and while higher standards of ethics are a focus of impending legislation, there needs to be a clear recognition among financial planners that the obligation is ultimately deeply personal."

 

Read the full article here.

 

 

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. 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.

Congratulations Cynthia!

 
FPA Awards
 
 

September 2016 Investment Update

September Super Update

Natalie Cross wins the FPA University Student of the Year Award.

 
 
Tupicoffs Independent Financial Planners

We would like to happily announce the recent achievement of our Client Service Manager, Natalie Cross. Natalie won the FPA University Student of the Year Award; this new category recognises finance students who have demonstrated exceptional performance in the areas of accounting, banking and finance. 

This comes as a result of Natalie’s hard work and dedication. We are proud to have her as part of the Tupicoffs family.

Congratulations Natalie!