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Showing 1 - 10 of 11 results for "Tupicoffs"

King's birthday honours for industry executives

CHLOE WALKER  |  TUESDAY, 13 JUN 2023
... longstanding leader in the not-for-profit sector in Australia and globally, having founded UNHCR in Australia in 2000. Tupicoffs managing dierctor Neil Kendall, who was also the chair of the Financial Planning Association of Australian between 2014 and ...

FPA reveals 2021 award finalists

KARREN VERGARA  |  WEDNESDAY, 13 OCT 2021
... Advisers (WA) Matthew Meehan - Lifesolver Financial (NSW) Naomi Mee-Martino - Bastion Financial Group (WA) Mark O'Flynn - Tupicoffs (QLD) FPA Professional Practice of the Year Award Alman Partners (QLD) APT Wealth (NSW) Enlightened Financial Solutions ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... empowerment of its clients." Meanwhile, the FPA Financial Planner AFP® of the Year Award went to Crystal Bobir AFP® of Tupicoffs in Brisbane. She was recognised for having clearly excelled in her client relationship skills and critically, was able ...

FASEA exam tips from those who passed

ELIZABETH MCARTHUR  |  THURSDAY, 28 NOV 2019
... delegates at the 2019 FPA Congress during a chat with the authority's chief executive, Stephen Glenfield. Glenfield sat with Tupicoffs' Delma Newton, Kearsten James of Cooper Wealth Management and Paul Bradford, principal adviser at Mentor Financial ...

FPA recognises industry excellence

JAMIE WILLIAMSON  |  THURSDAY, 24 NOV 2016
... said of the award. Meanwhile, the first ever FPA Paraplanner of the Year Award was presented to Cynthia Sercombe of Tupicoffs for her technical excellence, dedication to quality and passion for providing pro-bono services. Also an inaugural winner, ipac ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
... Management Tim McLaughlan, Elston Private Wealth Paul Turner, Wealthwise FPA Paraplanner of the Year Award Cynthia Sercombe, Tupicoffs Shayne Sommer, Shadforth Financial Group Future2 Community Service Award Kathy Havers, Catalyst Financial Group William ...

FPA Congress begins amid FoFA unrest

ALICE URIBE  |  THURSDAY, 20 NOV 2014
... positions in the public interest," he added. Rowe finished his two-year term as FPA chair yesterday and will be replaced by Tupicoffs director and adviser Neil Kendall. The opening session focused on the idea of "inspiring greatness." Rowe noted that ...

FPA chair Rowe stands down, Kendall takes the reins

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
... (FPA) chair Matthew Rowe has ended his two year term at the head of the organisation's board and will be replaced by Tupicoffs financial planner and pro bono advice advocate Neil Kendall. Board member and iPac chief executive Patrick Canion and Crystal ...

FPA confronts advisers with their worst nightmare

LAURA MILLAN  |  FRIDAY, 18 OCT 2013
... investments. "The first thing that horrified me is that there was nothing in writing, no statement of advice, nothing," Tupicoffs managing director Neil Kendall said. Kendall took over the woman's case and was able to recover some of the money. "The ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... Macquarie Private Wealth, Sunshine Coast James Harris CFP, Brown & Bird Financial Planning, MacKay James Kenny CFP, Tupicoffs, Brisbane Peter Roan CFP, Roan Financial, Western Division Russell Lees CFP, Donnelly Wealth Management, Melbourne FPA Associate ...
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