Financial Adviser · LEEDERVILLE, WA

Gavin Ian Kotkis

35 Years experience
Tax advice
authorised
Currently at
Leederville, WA
ASIC Registered · ADV 000242196

Gavin Ian Kotkis is a financial adviser based in Leederville, Western Australia, with 35 years of experience in the financial services industry. Gavin is currently authorised under Gba Kotkis Pty Ltd. Gavin holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Kaplan. Gavin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Planning
FINSIA
2011
SMSF Certificate
Kaplan
2012
Advanced Diploma of Financial Planning
Kaplan

Registration History

Mar 2019 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
May 2017 - Mar 2019 Ceased
Oct 2011 - Apr 2017 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
PIERSBRIDGE CONSULTANTS PTY LTD
Feb 2005 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register