James Cotis – Financial Adviser
Adviser identifying number: 239370
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: ADVICEIQ PARTNERS PTY LTD
Licence number: 332957
Licensee’s ABN: 95134016210
Licence controlled by:
The date the Financial Adviser commenced the appointment: 10/10/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICEIQ PARTNERS PTY LTD
Authorised Representative identifying number: 332957
Authorised Representative’s ABN: 95134016210
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:
- CFP – Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Planning – Financial Planning Association of Australia
- Diploma of Law – NSW Legal Practioners Admission Board
- JP – Justice of the Peace – NSW Attorney General and Justice Department
- SMSF Specialist Advisor? (SSA) – Self Managed Super Fund Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Law Society of NSW
- SMSF Association
James Cotis is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation