Client Service Managers

As a Client Service Manager we will be your first point of contact.   Our role is to be accountable for the implementation of the advice given to you by your Financial Planner.  The responsibilities of this role is a combination of client interaction, administration duties and working as part of a dynamic team including other Client Service Managers, Financial Strategists and Financial Planners to ensure you receive the best possible service from Tupicoffs.  

 

Financial Advice Brisbane

Shalon Farrelly

C.Dec

Financial Advice Brisbane

Lachlan Haigh

B.Com (FP&Acc), JP (Qual)

Financial Advice Brisbane

Julianna Lee

C.Dec, Cert III BA

Financial Advice Brisbane

Beau Bloomfield

 

B.Ed, DFP

Financial Advice Brisbane

Emily Edmunds

B.Com (FP&Acc)

 

Independent Financial Planners Brisbane

Mary Pac


Financial Strategists

The responsibility of a Financial Strategist is to research strategy and produce Statements of Advice for clients.  This includes researching technical and strategy issues, preparation of income and capital projections, development of suitable asset allocation and investment recommendations and product illustrations and risk quotes.  We also work with Financial Planners to determine appropriate strategies for clients and to keep up to date with legislative changes.  At Tupicoffs we work as part of a dynamic team including the Financial Planners and Client Service Managers to deliver client advice.

 
Certified Financial Planner

Cynthia Sercombe

B.Com (FP&Acc)

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Joanne Dale

B.Com (FP&Acc)

Independent Financial Adviser

Julian Stephenson

ADFP

Independent Financial Adviser

Neda Puskarica-Stojanovic

 

 

B.Econ, DFP, Grad Cert AppFin

Financial Adviser

Chris O'Shea

MAppFin, B.Econ

 

Support Staff

Independent Financial Adviser

Sheree Lawrie

 

Practice Manager

GCertMgt, Dip.Leadership&Mgt, DFP

Independent Financial Adviser

Glynn Gough

 

Project & Compliance Manager

BSc, DFP, Grad Dip Tech

Independent Financial Adviser

Simon Hepple

 

Advice Manager

MFP, B.Bus (Finance), Cert IV Mortgage Broking

Independent Financial Adviser

Stefanie Schultz

 

Office Assistant

Independent Financial Adviser

Lachlan Kendall

 

Business Analyst

B.Bus (Finance) DFP, JP (Qual)