Thomas Cotter

CA Financial Services Group Pty Ltd

Platinum
12 Yrs Experience
North Sydney, NSW 2060

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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

CA Financial Services Group Pty Ltd

7 Myrtle Street
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523