About Us

Established in 1970, Tupicoffs have grown to become a leading financial advice provider in Australia. Tupicoffs’ clients often bring complex portfolios that require our unique expertise to manage effectively. Our client base includes successful small business owners and retired business owners, professionals, executives, self-funded retirees and family groups. We worry about clients' money so that they don't have to.

Why Join Us?

This is an exciting opportunity for a motivated paraplanner with at least one year of experience who is eager to advance their career in financial planning. If you’re looking to develop your technical skills, gain exposure to complex strategies, and work closely with experienced financial planners, this role is for you.

Your Role

As a Planner at Tupicoffs, you will:

• Support Financial Planners by proactively contributing to strategy development and financial modelling.
• Prepare high-quality, compliant Statements of Advice (SoAs) tailored to clients’ needs.
• Conduct research on investments, superannuation, insurance, and tax strategies.
• Ensure compliance with regulatory requirements and industry standards.
• Collaborate with a dynamic team in a fast-paced, professional environment.

What We’re Looking For

• Strong technical knowledge in superannuation, investments, insurance, and tax structures.
• Excellent analytical skills with attention to detail.
• Minimum 1 year of paraplanning experience in a financial planning firm.
• Experienced in preparing Statements of Advice and related advice documents.
• Proficiency in financial planning software (XPlan preferred) and Microsoft Office.
• Great communication and teamwork skills.
• Relevant qualifications in financial planning or currently working towards them (desired).

As an independent financial planning practice, our advice is highly tailored to the needs of each individual client, without a bias to a particular product or solution. With a high level of tailoring required to ensure we meet the goals of each individual, we have a strong emphasis on quality not quantity in the construction of holistic advice.

Join us and take the next step in your financial planning career!

Please note that application letters and resumes must be submitted in PDF format. Resumes without an application letter will not be considered. Due to the amount of applications we receive, you will be only contacted should you make it through to the next stage.