Thomas Cotter - Cfp®

Thomas Cotter - Cfp® Email and Phone Number

Wealth Coach | Helping individuals & families to better understand, plan, manage & achieve their financial goals. @ CA Financial Services Group
north sydney, new south wales, australia
Thomas Cotter - Cfp®'s Location
Greater Sydney Area, Australia
Thomas Cotter - Cfp®'s Contact Details

Thomas Cotter - Cfp® work email

Thomas Cotter - Cfp® personal email

n/a
About Thomas Cotter - Cfp®

Knowing my clients and helping them work towards and achieve their goals is the most important and most satisfying aspect of my role.Working as a "team" with my clients is key. Like any relationship it takes two parties communicating and committing to what's required to ensure everything goes to plan. How can we help you?> Owning your home - providing a strategy to pay down your debt ASAP as we know this is most families/individuals biggest concern. We are mortgage brokers therefore can also help review your home loan product;> Maximising your Super and Retirement Planning - making what you have work harder for you i.e. helping with investing your Super. How much do you need to retire? Are you on track? If not, what needs to be done now to have a comfortable retirement;> Insurances - Wealth & Asset Protection - Protecting yourself and your family from the worst (Income Protection, Life, Disability & Trauma);> Wealth Creation & Investments outside of super - taking that extra step to get ahead (e.g. gearing/borrowing for an investment property, managed funds, share portfolio, etc.);> Cash flow management and getting in control of your situation - this is critical in getting the above right.

Thomas Cotter - Cfp®'s Current Company Details
CA Financial Services Group

Ca Financial Services Group

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Wealth Coach | Helping individuals & families to better understand, plan, manage & achieve their financial goals.
north sydney, new south wales, australia
Website:
cafsg.com.au
Employees:
24
Thomas Cotter - Cfp® Work Experience Details
  • Ca Financial Services Group
    Certified Financial Planner
    Ca Financial Services Group Oct 2010 - Present
    North Sydney
    At CA we provide integrated Financial Services and Wealth Management Solutions with a focus on Financial Planning. We offer holistic advice and services, including the following:(a) Purchasing and helping finance (home loan) your home, refinancing or reviewing your debt situation, providing a strategy for saving for a home;(b) Retirement planning - how are you tracking to having enough money at retirement? Plus helping organise your Super accounts and making it work harder for you (i.e. investments);(c) Protecting yourself, your family and your assets. Because without the right insurances in place everything can fall apart;(d) Wealth Creation and investing (e.g. investment properties);(e) Cash flow management and ensuring your in control of your situation.

Thomas Cotter - Cfp® Skills

Strategic Financial Planning Superannuation Investments Income Protection New Home Purchase Mortgage Lending Wealth Financial Planning Financial Services Debt Management Retirement Planning Savings Financial Advisory Wealth Accumulation Estate Planning Wealth Management Services Insurance Financial Planners Investment Strategies Finance Portfolio Management Life Insurance Investment Advisory Pensions Term Life Insurance Asset Allocation Smsf Asset Management Budgets Wealth Management Retirement Budgeting Residential Mortgages Home Equity Loans Investment Property Loans

Thomas Cotter - Cfp® Education Details

  • Financial Planning Association (Fpa) Australia
    Financial Planning Association (Fpa) Australia
    Financial Planning And Services
  • Kaplan Education
    Kaplan Education
    Diploma Of Finance & Mortgage Broking Management
  • Kaplan Education
    Kaplan Education
    Financial Planning
  • Australian College Of Physical Education
    Australian College Of Physical Education
    Sports Business
  • Sydney Church Of England Grammer School
    Sydney Church Of England Grammer School

Frequently Asked Questions about Thomas Cotter - Cfp®

What company does Thomas Cotter - Cfp® work for?

Thomas Cotter - Cfp® works for Ca Financial Services Group

What is Thomas Cotter - Cfp®'s role at the current company?

Thomas Cotter - Cfp®'s current role is Wealth Coach | Helping individuals & families to better understand, plan, manage & achieve their financial goals..

What is Thomas Cotter - Cfp®'s email address?

Thomas Cotter - Cfp®'s email address is th****@****.com.au

What schools did Thomas Cotter - Cfp® attend?

Thomas Cotter - Cfp® attended Financial Planning Association (Fpa) Australia, Kaplan Education, Kaplan Education, Australian College Of Physical Education, Sydney Church Of England Grammer School.

What are some of Thomas Cotter - Cfp®'s interests?

Thomas Cotter - Cfp® has interest in Technology, Traveling, Among Other Things, Surfing, Music, Football (Or Soccer).

What skills is Thomas Cotter - Cfp® known for?

Thomas Cotter - Cfp® has skills like Strategic Financial Planning, Superannuation, Investments, Income Protection, New Home Purchase, Mortgage Lending, Wealth, Financial Planning, Financial Services, Debt Management, Retirement Planning, Savings.

Who are Thomas Cotter - Cfp®'s colleagues?

Thomas Cotter - Cfp®'s colleagues are Mark Rapley, Guy Cotter, Tina Agostini, Carole Byrnes, Sarbani Das, Candice Martin, Bronwyn Carnegie.

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