Knowing my clients goals and aspirations and being able to help them work towards and achieve these goals are the most important and most satisfying aspect of my role. Working as a "team" with my clients is key. Like any relationship it takes two parties communicating and committing to what's required to ensure everything goes to plan.
We offer flexible cost structure, with both fixed or asset based, depending on the clients preference or position. Please refer to our Financial Services Guide (FSG) for more details.
I have been a client of CA Financial Services for over 30 years. My initial dealings were with Cotter & Associates with Thomas's father Guy at the helm.
Over the years I have had the pleasure of meeting and being involved with most of CA's staff. During this time I have been impressed with the work ethic and professionalism shown by them, their knowledge of their industry and their commitment to helping me realise my aspirations and needs as their client.
To me CA has always had a close knit family friendly yet professional atmosphere, it is a company which has adapted to the changing financial times.
After working with Thomas Cotter for the last few years I am more than confidant that he and the CA team will continue to be the people whom I trust to look after my ongoing financial interests.
My husband and I have jointly used the advice and services of Thomas Cotter and his team at CA Financial since 2017, and we could not be more impressed with their thorough knowledge, consistent effort and ongoing hard work to ensure we are achieving maximum results across the broad range of financial advice / services for our portfolio and estate. We have enlisted their help and assistance in relation to home and investment loans; superannuation; life insurance; income protection; and estate planning - all of which we are incredibly appreciative and grateful for their recommendations to get us to our current position. Our engagement with Thomas and the CA team will continue well into the future due to the mutual respect that exists, and we could not recommend their company’s services highly enough to anyone who wants to enlist a team who explore all options with a positive can-do attitude.
I have had the opportunity to engage CA Financial Services and in particular Thomas who has guided and advised on many areas from debt & mortgage consolidation, through to my detailed and personalised financial management plan. His responsive nature and market insight provides me assurance that I have the latest information and am in great hands.
CA Financial Services have always given us wonderful customer service and would not hesitate referring any one to you for professional advice. Many times we have sent emails with questions and within a short time frame we have received answers. One hundred percent to Thomas for always giving us wonderful customer service at all times and their very efficient office staff being friendly and helpful which also contributes to making one feel wanted, not being a nuisance and not just a number on a computer knowing we can make contact at anytime and always receive feedback.
I employed the services of Thomas Cotter to assist with gaining income protection, life insurance and to provide personal financial advice at the beginning of 2013. Based on my engagement with Thomas - I have the utmost respect for him and truly appreciate his patience, hard work, advice, effort and most importantly his attitude.
I will continue to have Thomas assist me with financial advice into the future and would have no hesitation in recommending Thomas' services to anybody.
- Adviser status Platinum
- Number of reviews 7
- First year providing advice 2012
- Years of experience 12
- Advanced Diploma of Financial Planning
CA Financial Services Group Pty Ltd7 Myrtle Street
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
Infocus Securities Australia Pty Ltd