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.  

 

 
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Mellany Mollenhauer

Head of Client Services

Financial Advice Brisbane

Shalon Farrelly

Client Service Specialist

C.Dec

 
 
Financial Advice Brisbane

Beau Bloomfield

B.Ed, DFP

Financial Advice Brisbane

Emily Edmunds

B.Com (FP&Acc)

Financial Advice Brisbane

Julianna Lee

C.Dec, Cert III BA

Independent Financial Planners Brisbane

Mary Pac

Financial Advice Brisbane

Hugh Wheeler

B.Bus (FP)

 

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)

Financial Advice Brisbane

Lachlan Haigh

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

 
 
Independent Financial Adviser

Lachlan Kendall

Business Analyst

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

Andrew Mann

DFP, CFP

Independent Financial Adviser

Julian Stephenson

ADFP

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

Stefanie Schultz

Office Assistant