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