Red

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!