Kym Cotter

Cotter Financial Group

4.90
15 Reviews
Gold
20 Yrs Experience
North Adelaide, SA 5006

Cotter Financial Group (CFG) is a family owned, boutique financial planning firm based in North Adelaide. With over 30 years industry experience and being Adelaide born and bred, business principal, Kym Cotter, provides a full range of personal and business financial advisory services to his loyal, long term client base and their families.

CFG does not have any shareholding by any bank, credit union, insurance company or any other financial institution. This is an important point of difference in today’s financial services industry. We can access appropriate solutions to match your personal needs from across the financial services industry to ensure our strategic advice is always in your best interests.

Our aim is to assist you in making the best-informed decisions by placing you in full control of your financial affairs. Our professional advice will ensure you discover appropriate financial solutions, making your money work for you in the best way possible. Let us help you manage, protect and build your assets whilst “securing your financial future”.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

The way you pay for our services and advice is up to you. We have a range of options available and are confident we will be able to meet your preference.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 15
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Cotter Financial Group

Suite 12, 132 O'Connell St
North Adelaide, SA 5006

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523