Financial Planning

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

Money Management Awards 2016

Money Management Awards Tupicoffs Independent Financial Planners
 
 

We would like to happily announce the recent achievement of our Senior Paraplanner, Kearsten James. Kearsten won the Money Management Paraplanner of the Year Award.   This award is to acknowledge those who are financial planning’s rising stars and promotes professionalism in the Financial Planning Industry.  This has come as a result of Kearsten’s hard work, dedication and passion.

Our Financial Planner, Crystal Bobir was also a Finalist for the Young Achiever of the Year Award.  This category aims to recognise the amazing talent hidden within the younger generation of financial services professionals.

We are beyond proud to have these very committed women as part of the Tupicoffs team.

Congratulations Kearsten and Crystal!

6th May Budget Update

 
 
Tupicoffs Independent Financial Planners

16th February Investment Update

 
 
Tupicoffs Independent Financial Planners

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!

24th August Client Investment Update

 
 
Tupicoffs Independent Financial Planner

Financial advice: Only 42 Independent Financial Advisers in Australia

 
 
Financial Planning

Source: www.superguide.com.au

According to the superguide.com.au website, there are only 42 independent financial planners in Australia, all Tupicoffs planners are now included in this 42.  For more information on this article please click here.