Financial Adviser
· FORTITUDE VALLEY, QLD
Thomas Cotter
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237996
Practice
Fortitude Valley, QLD (practice address on ASIC register)
Licensed through Intergen Advisory
About Thomas Cotter
Thomas Cotter is a financial adviser based in Fortitude Valley, Queensland, with 12 years of experience in the financial services industry since 2014. Thomas works at Interprise Wealth, which is licensed through Intergen Advisory. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Certified Financial Planner from FPA. Thomas is a member of Financial Advice Association of Australia (FAAA) and Investments & Wealth Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2013
Bachelor of Business (Accounting/Economics and Regional Development)
James Cook University
2013
Bachelor of Business
James Cook University
2014
Self Managed Superannuation Funds
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Certified Financial Planner
FPA
2016
Tier 1 Margin Lending
Kaplan
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register