Financial Adviser
· SURRY HILLS, NSW
James Cotis
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239370
James Cotis is a financial adviser based in Surry Hills, New South Wales, with 30 years of experience in the financial services industry. James is currently authorised under Adviceiq Partners Pty Ltd. James holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from - Financial Planning Association of Australia. James is a member of Financial Advice Association of Australia (FAAA) and Law Society of NSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
JP
- NSW Attorney General and Justice Department
2000
CFP
- Financial Planning Association of Australia
2000
Diploma of Financial Planning
Financial Planning Association of Australia
2001
Diploma in Law
Legal Practitioners Admission Board
2005
SMSF Specialist Advisor (SSA)
Self Managed Super Fund Association
2005
SMSF Specialist Advisor™ (SSA)
Self Managed Super Fund Association