Thomas Cotter – Financial Adviser
Adviser identifying number: 1237996
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014
Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
Licence number: 237857
Licensee’s ABN: 13085335397
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINIA FINANCIAL ADVISERS LIMITED
Authorised Representative identifying number: 237857
Authorised Representative’s ABN: 13085335397
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:
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Advanced Diploma of Financial Services – Kaplan Professional
- Bachelor of Business (Accounting/Economics and Regional Development) – James Cook University
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Education
- Diploma of Financial Services – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Planning Association of Australia (FPA)
Thomas Cotter is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation