Superannuation

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.

December Investment Update

December Investment Update

Investment update video by Tupicoffs, The Independent Financial Planners Managing Director Neil Kendall

      Australias Largest And Most Awarded Independent Financial Planning Practice Celebrates Independence Day  Traditionally July 4th is a celebration reserved for the declaration of America's independence from the British empire.  At Tupicoffs on the 4th of July we celebrate our own Independence Day.  Tupicoffs signed its own financial planning declaration of independence years ago which was a significant milestone in our  47 year history.   There are only a very small number of financial planners in Australia who meet the definition of Independent.  We are currently home to 9 out of 81 of Australia's truly Independent Financial Planners.   This makes us the largest Independent Financial Planning practice in the country. Independence means we do not receive any form of commission or sales incentive. This in turn helps us avoid any conflicts of interest in the advice we give.  Similarly, if ownership or control exists with a financial product provider, then the term Independent cannot be used.   Independence is paramount when identifying who we are and what we do. "Independent' is a controlled term under the corporation's law.  Only financial planners who can meet a rigorous set of standards set under Section 923A of the Corporations Act can describe themselves as independent or unbiased.  More and more consumers are seeking out independent financial advice and Tupicoffs are one of the few practices in Australia that can genuinely respond to that need.   

Australias Largest And Most Awarded Independent Financial Planning Practice Celebrates Independence Day

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).

Budget Update 2017/18

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
 
 

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
 
 

November 2016 - U.S. Election Update