Bill Cotter – Financial Adviser
Adviser identifying number: 239963
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Licence number: 238141
Licensee’s ABN: 21104922394
Licence controlled by:
The date the Financial Adviser commenced the appointment: 27/06/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 238141
Authorised Representative’s ABN: 21104922394
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Australian Certified Investment Planner – AIPA
- Insurance Planning – ICFT
- Mananged Investments – Integratec
- Super and Retirement Planning – AIFS
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Bill Cotter is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation