Business Details
50+ Years
experience
Independent Financial Advisers in Brisbane | Tupicoffs, The Independent Financial Planners
Established in 1970, Tupicoffs, The Independent Financial Planners has built a reputation as Australia's most respected financial planning practice. Our team of certified financial planners delivers tailored, independent advice to high-net-worth individuals and families, prioritising client needs through a fee-for-service model. We pioneered independent financial advice in Australia and maintain strict adherence to ethical standards through our membership with the Financial Advice Association of Australia (FAAA). With over five decades of experience, we specialise in wealth management, investment strategies, tax planning, and intergenerational wealth transfer.Our commitment to ongoing professional development ensures our clients receive advice aligned with global best practices. We work closely with clients to create customised financial plans, adapting to changing circumstances while maintaining transparency in all our dealings. Our focus remains on delivering long-term value, ensuring clients achieve their financial goals without conflicts of interest.
Services
Independent Financial Advice
Wealth Management
Investment Advice
Tax Planning
Property Investment Advice
Retirement Planning
Estate Planning
Intergenerational Wealth Transfer
Superannuation Advice
Business Succession Planning
Details
- Year established: 1970
Highlights and features
- Australia's first FAAA-recognised Professional Practice since 1970
- Fee-for-service model with no commissions or hidden charges
- All advisors hold or are working towards CFP certification
- Tailored financial plans adapted to individual client circumstances
- Commitment to adding measurable value exceeding advisory costs
Associations and certifications
- Financial Advice Association of Australia (FAAA)
- Professional Practice (FAAA)
Services
Independent Financial Advice
Comprehensive financial advice tailored to individual circumstances without conflicts of interest. Our fee-for-service model ensures transparency while addressing wealth management, investment strategies, and long-term financial goals. Advisors work closely with clients to adapt plans as life circumstances evolve.
Wealth Management
Strategic management of high-net-worth portfolios with focus on growth and preservation. We create customised investment strategies aligned with risk profiles while maintaining clear communication about portfolio performance and market changes affecting client wealth.
Retirement Planning
Personalised strategies to achieve desired retirement outcomes. We develop practical plans considering lifestyle goals, tax implications, and investment performance to ensure financial security throughout retirement years.
Estate Planning
Comprehensive estate planning services simplifying asset distribution for clients and families. Our approach balances legal requirements with personal wishes to ensure smooth intergenerational wealth transfer while minimising tax liabilities.
Business Succession Planning
Specialised planning for business owners transitioning ownership. We develop strategies for selling businesses or transferring them to next generations while addressing tax implications and wealth preservation.
People
Neil Kendall
CERTIFIED FINANCIAL PLANNER
Award-winning financial planner with over 30 years' experience. Recipient of the Order of Australia Medal for services to financial planning. Leads Tupicoffs, The Independent Financial Planners' commitment to independent, ethical advice.
Delma Newton
CERTIFIED FINANCIAL PLANNER
Experienced advisor specialising in complex financial planning solutions. Holds dual degrees in economics and business, with a focus on creating tailored wealth management strategies for high-net-worth clients.
Mark Milner
CERTIFIED FINANCIAL PLANNER
Recognised industry leader with advanced financial planning qualifications. Specialises in intergenerational wealth transfer and business succession planning, ensuring smooth transitions for family-owned enterprises.
Lachlan Kendall
Financial Planner
Experienced in portfolio management and investment strategies. Combines technical expertise with client-focused communication to deliver clear financial solutions aligned with individual goals.
Mathew White
Financial Planner
Specialises in SMSF advice and government risk management. Holds multiple industry certifications, providing comprehensive solutions for clients' superannuation and retirement planning needs.
Questions
What makes Tupicoffs, The Independent Financial Planners different from other financial advisors?
We operate a pure fee-for-service model with no commissions, maintain strict independence, and have held FAAA Professional Practice status since 1970.
Do you work with clients outside Brisbane?
Yes, while based in Brisbane we provide services to clients Australia-wide through phone and video consultations.
How are your fees structured?
Annual fees vary based on complexity of work required, with no additional charges for advice implementation or statement preparation.
What qualifications do your advisors hold?
All advisors hold or are working towards CFP certification, with many achieving industry awards and recognitions.
How often do you review financial plans?
We conduct regular reviews and provide updates on financial climate changes to ensure plans remain on track.
Can you help with SMSF management?
Yes, our team has extensive experience advising on both traditional and self-managed superannuation funds.
Reviews (5)
Michael Fidler
Nov 12, 2021
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Tupicoffs, via Mark O'Flynn, have been managing my financial portfolio for over 5 years. I was originally drawn to Tupicoffs by their "no commissions" policy. More importantly, I was looking for a financial advisor that I could work with at a professional and a personal level. I took a lot of time to select Tupicoffs from a field of 5 prospective companies. Following numerous meetings with all companies, I finally settled on Tupicoffs with a very high degree of confidence. I was, and continue to be, impressed with the level of professionalism I experience and Mark's ability to provide advice to
Neridah Murray-Douglass
Oct 25, 2021
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Tupicoffs provided invaluable assistance to me as I needed to transition from managing my solely private investment in domestic real estate into a much more diverse portfolio. They helped negotiate the market drop during early Covid with a steady hand, as well as other difficulties. While I liaise with my excellent personal advisor, the entire highly educated and well-trained Tupicoff team examines all financial decisions so that I have, at every step, been listened to, well-supported, and certain that my current and future financial security continues to be in excellent hands.
Gayle Duffy
Sep 14, 2021
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I have found this firm to be of a high professional standard. The staff are very approachable and responsive to clients individual requirements. I feel valued as a client, my questions and requirements are treated with respect.
Decisions are transparent and only enacted after consultation with the client. Meetings - face to face (or via zoom during pandemic times) - are scheduled at least twice yearly, though the team encourage contact any time clients have a concern. This reinforces the personal care and value of the service.Further more, video messages are sent out whenever the markets show
Decisions are transparent and only enacted after consultation with the client. Meetings - face to face (or via zoom during pandemic times) - are scheduled at least twice yearly, though the team encourage contact any time clients have a concern. This reinforces the personal care and value of the service.Further more, video messages are sent out whenever the markets show
Les Orr
Sep 06, 2021
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There are not many more bigger decisions to make in life, than where and with whom, you choose to entrust a lifes savings when retirement from work comes your way. Ive been a Tupicoffs client for twelve months and was in an industry fund for around 30 years. It didnt take long for me to realise that I am part of a caring, professional and rewarding; in so many ways, relationship with your business and my financial planner. In my very recent annual review meeting I was able to say to my financial planner congratulations to you and the team for the performance of my plan this year. What
Brian Whelan
Jun 25, 2021
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In the 8 years my wife and I have had our financial affairs managed by Tupicoffs, we have found them to be of the highest professional standards. Their advice has been sound and they have always provided prompt and reliable advice when asked. A twice yearly update via Zoom (available in person if required) provides us with a clear understanding of our financial position and recommendations for the future. Tupicoffs' services have enabled us to be free of much of the irksome work of planning and tracking our affairs. Highly recommended.
