Tom Cotter Cfp®
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Tom Cotter Cfp® Email & Phone Number

Principal Advisor at Integral Private Wealth
Location: Gold Coast, Queensland, Australia 7 work roles 7 schools
1 work email found @ips.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Current company
Integral Private Wealth
Role
Principal Advisor
Location
Gold Coast, Queensland, Australia
Company size
23 employees

Who is Tom Cotter Cfp®? Overview

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Quick answer

Tom Cotter Cfp® is listed as Principal Advisor at Integral Private Wealth, a with 23 employees, based in Gold Coast, Queensland, Australia. AeroLeads shows a work email signal at ips.com and a matched LinkedIn profile for Tom Cotter Cfp®.

Tom Cotter Cfp® previously worked as Advice Remediation Manager at Momenta Resourcing and Financial Planner at International Professional Services Pty Ltd. Tom Cotter Cfp® holds Cfp® Certification, Certified Financial Planner (Cfp) from Deakin University.

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*@ips.com
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Profile bio

About Tom Cotter Cfp®

Tom is a Director and Principal Advisor at Integral Private Wealth. Tom has always been passionate about financial planning and providing great outcomes and peace of mind for clients. Tom has experience as a Financial Planner, Advice Remediation Manager and Auditor working in top tier and local accounting practices as well as ASX listed top 20 banks. Tom has a passion for helping improve the financial literacy of all Australians. His experience and education coupled with his personal service approach enables him to provide comprehensive holistic advice for clients.As a financial planner with a high level of technical skill, Tom has the ability to communicate what would normally be complex areas of advice in a simple and understanding manner to his clients. Tom prides himself on maintaining long-term relationships with clients, based on both his commitment to earning their trust, and placing their needs first.Tom is a Certified Financial Planner (CFP®), SMSF Specialist Advisor (SSATM) and is in the process of completing his Certified Investment Management Analyst® (CIMA®) designation after recently completing the program at Wharton University of Pennsylvania. Tom has also completed a Bachelor of Accounting / Economics and Regional Development at James Cook University, Advanced Diploma of Financial Services and Margin Lending certification.

Listed skills include Wealth Management, Retirement Planning, Financial Planning, Risk Management, and 18 others.

Current workplace

Tom Cotter Cfp®'s current company

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Integral Private Wealth
Integral Private Wealth
Principal Advisor
sydney, new south wales, australia
Website
integralprivatewealth.com.au
Employees
23
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7 roles

Tom Cotter Cfp® work experience

A career timeline built from the work history available for this profile.

Advice Remediation Manager

Momenta Resourcing

Brisbane, Queensland, Australia

Working within a Big 4 bank reviewing financial advice and assessing its quality and appropriateness against the needs of the customer. While supporting the implementation of a customer remediation program, identifying and providing remediation themes and ensuring fair compensation to clients.

Nov 2019 - Jan 2021

Financial Planner

International Professional Services Pty Ltd

Gold Coast

Working in a dynamic firm providing Accounting, Audit, Financial Advice and SMSF compliance along the east coast. Our key clientele are small/medium business owners and retiree's. Our advice is tailored to each individual new and existing client. I manage the Financial Advice arm of the business and in 2018 I was awarded the Rising Star award from our licensee Affinia Financial Advisers Ltd.

Nov 2015 - Jun 2019

Financial Planner

Suncorp Group

Gold Coast

At Suncorp I provided financial advice to banking clients and provided an outlet for internal referrals. Within the banking environment I built strong connections and relationships with Bank Lenders, Bank Managers, and support staff to ensure that clients needs could be unearthed and met through referrals and managing clients best interests.

May 2015 - Nov 2015

Associate Financial Planner

Crowe Horwath Australia

As an Associate Financial Planner I provided comprehensive financial advice in a team environment. I provided comprehensive Financial Advice to new and existing clients. Areas in which I provided advice included:Transition to Retirement Strategies,Retirement Planning,Centrelink Advice and Planning, Personal and Business Risk Insurance, Employment Termination Payments, and Direct Equities

Sep 2014 - May 2015

Paraplanner

Crowe Horwath Australia

As a Para planner I provided support to Financial Planners ensuring that compliance requirements and client focused deadlines were met. I created and implemented systems to allow efficient, concise, client centric documents to be presented to clients under a set time frame. Areas in which I provided documents includes but is not limited to:Self Managed Super Fund,Transition to Retirement Strategies,Retirement Projections,Centrelink Eligibility and Planning,Risk Insurance, Limited Recourse Borrowing Arrangements,Margin Lending, andDirect Equities.

Jan 2013 - Sep 2014

Assistant Auditor

Crowe Horwath Australia

Townsville, Australia

As an auditor I formed an opinion about whether financial reports comply with the accounting standards and give a true and fair view, conducted audits in accordance with the auditing standards, met independence requirements (including professional standards), and reported certain suspected contraventions of the Corporations Act to ASIC.I predominately focused on the compliance of Self Managed Super Fund's and managed and improved systems within different organisations and environments including Governments, Schools, Clubs, and Private Organisations.

Aug 2011 - Jan 2013
Team & coworkers

Colleagues at Integral Private Wealth

Other employees you can reach at integralprivatewealth.com.au. View company contacts for 23 employees →

JW Josh Williams Josh Williams Colleague at Integral Private WealthGreater Brisbane Area, Australia View → PD Patrick Duke Patrick Duke Colleague at Integral Private WealthGreater Brisbane Area, Australia View → AL Andrea Laris Andrea Laris Colleague at Integral Private WealthAustralia View → KH Kellie Harding Kellie Harding Colleague at Integral Private WealthSydney, New South Wales, Australia View → JH James Hepburn James Hepburn Colleague at Integral Private WealthBrisbane, Queensland, Australia View → KR Kerrie R. Kerrie R. Colleague at Integral Private WealthTaigum, Queensland, Australia View → DF Daniel Friend Daniel Friend Colleague at Integral Private WealthGreater Brisbane Area, Australia View → JH Jake Holmes Jake Holmes Colleague at Integral Private WealthBrisbane, Queensland, Australia View → UC Uday Chopra Uday Chopra Colleague at Integral Private WealthBaulkham Hills, New South Wales, Australia View → MS Marc Smith Marc Smith Colleague at Integral Private WealthGreater Brisbane Area, Australia View →
7 education records

Tom Cotter Cfp® education

Cfp® Certification, Certified Financial Planner (Cfp)

Deakin University

The CFP® designation is fast becoming the first choice for clients and employers – and it’s easy to see why. The highest designation.

Certified Investment Management Analyst (Cima) Certification - In Progress

The Wharton School

The Certified Investment Management Analyst® (CIMA®) Certification is the only credential of its kind designed specifically for financial.

Smsf Specialist Advisor (Ssa™), Self Manged Super Funds, Complete

Smsf Association

The SMSF Association SMSF Specialist Advisor™ (SSA) exam is recognised industry-wide as a comprehensive and challenging test.

Advanced Diploma Of Financial Services, Financial Planning And Services

Kaplan Australia
FAQ

Frequently asked questions about Tom Cotter Cfp®

Quick answers generated from the profile data available on this page.

What company does Tom Cotter Cfp® work for?

Tom Cotter Cfp® works for Integral Private Wealth.

What is Tom Cotter Cfp®'s role at Integral Private Wealth?

Tom Cotter Cfp® is listed as Principal Advisor at Integral Private Wealth.

What is Tom Cotter Cfp®'s email address?

AeroLeads has found 1 work email signal at @ips.com for Tom Cotter Cfp® at Integral Private Wealth.

Where is Tom Cotter Cfp® based?

Tom Cotter Cfp® is based in Gold Coast, Queensland, Australia while working with Integral Private Wealth.

What companies has Tom Cotter Cfp® worked for?

Tom Cotter Cfp® has worked for Integral Private Wealth, Momenta Resourcing, International Professional Services Pty Ltd, Suncorp Group, and Crowe Horwath Australia.

Who are Tom Cotter Cfp®'s colleagues at Integral Private Wealth?

Tom Cotter Cfp®'s colleagues at Integral Private Wealth include Josh Williams, Patrick Duke, Andrea Laris, Kellie Harding, and James Hepburn.

How can I contact Tom Cotter Cfp®?

You can use AeroLeads to view verified contact signals for Tom Cotter Cfp® at Integral Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Tom Cotter Cfp® attend?

Tom Cotter Cfp® holds Cfp® Certification, Certified Financial Planner (Cfp) from Deakin University.

What skills is Tom Cotter Cfp® known for?

Tom Cotter Cfp® is listed with skills including Wealth Management, Retirement Planning, Financial Planning, Risk Management, Financial Advisory, Insurance, Financial Services, and Cash Flow.

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