Tom Cotter

Integral Private Wealth Pty Ltd

Silver
8 Yrs Experience
Brisbane City, QLD 4000

Recent reviews

Integral Private Wealth Pty Ltd

Level 17, 215 Adelaide St
Brisbane City, QLD 4000

Opening hours

  • 8:00am – 4:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualifications
    • Bachelor of Business
    • Bachelor of Business
  • Language spoken
    • English

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Sira Group Pty Ltd

AFSL 278423

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Tom has a very clear and concise manner to explain things. The performance of my investments has been very good and his approach is makes me feel that my money is invested in good hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2013

Bachelor of Business

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Tier 1 Margin Lending (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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