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