Client Stories

*Please note, specific information, such as client names and financial amounts have been amended for legal and privacy reasons.

Tupicoffs Tupicoffs

Gary’s Story

Gary was advised by a Financial Advisor to establish a Self Managed Super Fund (SMSF), rollover his existing superannuation into the SMSF, and use the SMSF funds to engage in an options trading strategy, and lost his retirement savings.

Read More
Tupicoffs Tupicoffs

Kim’s Story

Kim was provided inappropriate financial advice for her situation, and almost lost her life savings

Read More