Timothy Malcolm Cotton – Financial Adviser

Adviser identifying number: 409460
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 16/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERITUM FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 245569
Authorised Representative’s ABN: 93106888215

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 Services – Kaplan Professional
• Bachelor of Commerce (Accounting & Finance) – UNSW
• Margin Lending & Geared Investments – Kaplan Professional
• Professional Aged Care Accreditation – Aged care Steps
• Specialist SMSF Course – Cavendish & ICFS (The University of Adelaide)

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Timothy Malcolm Cotton 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• All Securities