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”.
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.
Kym has always been very helpful to me and explained my investments very clearly.
We couldn't ask for more proactive customer care - great communication and results - we would highly recommend Kym and his team for anyone looking for a trustworthy and excellent financial group.
Kym and his team have excellent customer service making each person feel special. We are sent emails regularly updating us on what is happening in the economy and how it may effect us and if there are any concerns we are contacted to go in for an appointment. Kym himself explains everything so we can understand. We always feel confident in the advice he gives. We have been very happy clients of his for about 20 years and highly recommend Cotter Financial Group.
Always willing to suggest alternatives and explain differences. Suggests plans and changes in laymen's terms and takes time to ensure future possible outcomes is understood.
I have been a client of Kym Cotter and Cotter Financial Group for 20 plus years, I have complete satisfaction with his financial advise over that period. He and his staff are courteous and helpful and attend to our requests in a timely manner. We have full confidence in Cotter Financial Groups investment suggestions.
- Adviser status Gold
- Number of reviews 30
- First year providing advice 2002
- Years of experience 21
- Diploma of Financial Planning (1-8)
Cotter Financial GroupSuite 12, 132 O'Connell St
North Adelaide, SA 5006
- 9:00am – 5:00pm Monday – Friday
- In person
Infocus Securities Australia Pty Ltd