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