Financial Adviser
· WAYVILLE, SA
Theothori Kotses
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309403
Theothori Kotses is a financial adviser based in Wayville, South Australia, with 26 years of experience in the financial services industry. Theothori is currently authorised under Omega Financial Strategists Pty Ltd. Theothori 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 International Business from Flinders University. Theothori is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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
1999
Bachelor of International Business
Flinders University
2001
Graduate Diploma in International Business Administration
Flinders University
2002
Foundation Diploma in Financial Planning
Financial Planning Association FPA
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
ST.GEORGE BANK LIMITED
Source: ASIC Financial Advisers Register