Kym Cotter

Cotter Financial Group

4.90
9 Reviews
Silver
20 Yrs Experience
North Adelaide, SA 5006

Recent reviews

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

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 9
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

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.

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.90
9 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"Kym has been in the industry for a number of years and is very experienced. He is very thorough in his explanations and follow up and is a genuine, honest and great guy"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kym has been most helpful in a number of areas, including retirement and pensions, shares and investments, superannuation and also cashflow and income. His explanations have been thorough, and he was always prepared to answer any questions we had, so that we were satisfied and clearly understood whatever was being discussed. We feel well looked-after, knowing that Kym has our best interests at heart, and look forward to continuing as clients in the future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kym has advised & consulted us in regards to our superannuation funding, loss of income protection, looking to our future (retirement) and all the up to date rules & regulations surrounding all of this. Kym is always able to explain things to me in a clear way and I have every confidence in him for the right advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kym has been an adviser to my late husband and myself for many years. His management of our allocated pensions has always been very efficient and always with our advantage in mind. His advice has always been extremely sound and reliable. His explanations are always clear and very easy to understand and he is always ready to answer queries at any time by phone or email. I feel very fortunate to have been guided by him and hope it continues."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over the years Kym Cotter and his staff have supplied excellent service."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kym has been a fount of knowledge for me and my late wife in ensuring that the decisions we made in relation to financial matters would ensure us a good quality of life in retirement. This has been achieved and even though I am only a small client nothing ever seems too much trouble for Kym and his team. I am confident of achieving my aims. ."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been advised by Kym for over 30 years and he has always provided the best advice in relation to investments and insurances . Over the last year we have all had a turbulent investment environment and the investments that Kym recommended reacted exactly as we expected resulting in protecting our capital and now the economy is improving so have our investments Great Job Kym and the Tean at Cotter Financial Group"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Kym is an experienced advisor who is very pragmatic & conveys his solutions/proposals in an easily understood & clear way. He is responsive to questions and provides the right balance of advice when required or needed. I have the utmost trust in him being my financial advisor."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been with Kym for many years & have found him extremely knowledgeable & have confidence in all advice he has supplied, & the structure of my portfolio. If it was not for Kym's advice, my wife &, I would not be in the positive financial position we currently hold today. I would & have highly recommended his services to others. Kym always communicates with language & terms that are easy to understand & relative to my investments. He does not use terms which baffle you. We are now retired & Kym is still our financial advisor in all aspects of our portfolio."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Applied Self Managed Superannuation Fund (SMSF) Advice

Level
0 - Training / Exam / Other
Institution
Australian Executor Trustees
Completed
2005

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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