Financial Adviser
· WAGGA WAGGA, NSW
Graham Cotter
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409920
Graham Cotter is a financial adviser based in Wagga Wagga, New South Wales, with 15 years of experience in the financial services industry. Graham is currently authorised under Boyce Private Wealth Pty Limited. Graham 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 Certified Financial Planner from Financial Planning Association (FPA). Graham is a member of Financial Advice Association of Australia (FAAA).
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
2009
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2013
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2015
Master of Applied Finance
Charles Sturt University
2016
Certified Financial Planner
Financial Planning Association (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
BOYCE PTY LIMITED
BOYCE FINANCIAL SERVICES PTY LTD
BOYCE FINANCIAL SERVICES PTY LTD
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
LONSDALE FINANCIAL GROUP PTY LTD
W B FINANCIAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register