Financial Adviser
· WARRIEWOOD, NSW
Timothy Malcolm Cotton
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409460
Timothy Malcolm Cotton is a financial adviser based in Warriewood, New South Wales, with 15 years of experience in the financial services industry. Timothy is currently authorised under Lifespan Financial Planning Pty Ltd. Timothy 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 Bachelor Of Commerce from The University of NSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor Of Commerce
The University of NSW
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
MERITUM FINANCIAL GROUP PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register