Meet the Tupicoffs Team of Independent Financial Advisers

Our team has extensive experience and a commitment to professional learning. We accept only the highest educational standards, and our advice team are required to hold, or be working towards, the Certified Financial Planner (CFP)® designation.

Our clients well being is the cornerstone of everything we do at Tupicoffs. To ensure that every client receives the highest quality of financial advice, each of our financial planners only work with a limited number of clients.

If you would like a member of our advice team as your financial adviser please give us a call so we can match you with the adviser most suited to your financial advice needs.

  • Top rated financial advisers

    Neil Kendall OAM

    Certified Financial Planner®

    B.Bus, DFP, FFAAA, Life Member FAAA

  • Private wealth management companies

    Delma Newton

    Certified Financial Planner®

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

  • Independent Financial Planners

    Mark Milner

    Certified Financial Planner®

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

  • Independent Financial Planner

    Lachlan Kendall

    Financial Planner

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

  • Wealth Management

    Mitch Buckley

    Financial Planner

    B.Comm (Fin), LLB, Grad Dip FP