Exceptional advice starts with exceptional people.

Our team brings decades of experience, uncompromising independence, and genuine care for the lives we help shape.

At Tupicoffs, our team is the reason clients stay with us for generations.

Our advisers are independent, highly educated, and committed to doing what’s best, not what’s easy.

We set the bar high: every adviser holds, or is on track to hold, the Certified Financial Planner® designation, the internationally recognised gold standard in financial advice.

Most importantly, our team share a singular focus: delivering thoughtful, tailored financial advice that makes a meaningful, positive difference in the lives of our clients.

Our Expert Team

Real advice. Real people. Real experience.

Neil Kendall OAM

CERTIFIED FINANCIAL PLANNER®

B.Bus, DFP, FFAAA, Life Member FAAA

Portrait of Mark Milner, Independent Financial Adviser — View profile

Mark Milner

CERTIFIED FINANCIAL PLANNER®

B.Bus (Com), Adv.DFP, JP (Qual)

Delma Newton

CERTIFIED FINANCIAL PLANNER®

B.Econ, B.Bus(Acc), DFP, Life Member FAAA

Portrait of Lachlan Kendall, Independent Financial Adviser — View profile

Lachlan Kendall

Financial Planner

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

Mathew White

Financial Planner

M.App.Fin, Adv.DFP, SSA®, Cert GovRskMgmt, JP (Qual)

The right advice starts with the right adviser

Each Tupicoffs planner works with a limited number of clients to ensure personalised, high-quality advice.

We’ll match you with the adviser best suited to your needs.