Tom Cotter Cfp®

Tom Cotter Cfp® Email and Phone Number

Principal Advisor at Integral Private Wealth @ Integral Private Wealth
sydney, new south wales, australia
Tom Cotter Cfp®'s Location
Gold Coast, Queensland, Australia, Australia
Tom Cotter Cfp®'s Contact Details

Tom Cotter Cfp® work email

Tom Cotter Cfp® personal email

n/a
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.

Tom Cotter Cfp®'s Current Company Details
Integral Private Wealth

Integral Private Wealth

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Principal Advisor at Integral Private Wealth
sydney, new south wales, australia
Website:
integralprivatewealth.com.au
Employees:
23
Tom Cotter Cfp® Work Experience Details
  • Integral Private Wealth
    Principal Advisor
    Integral Private Wealth Jan 2021 - Present
    Brisbane, Queensland, Australia
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  • Momenta Resourcing
    Advice Remediation Manager
    Momenta Resourcing Nov 2019 - Jan 2021
    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.
  • International Professional Services Pty Ltd
    Financial Planner
    International Professional Services Pty Ltd Nov 2015 - Jun 2019
    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.
    View
  • Suncorp Group
    Financial Planner
    Suncorp Group May 2015 - Nov 2015
    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.
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  • Crowe Horwath Australia
    Associate Financial Planner
    Crowe Horwath Australia Sep 2014 - May 2015
    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
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  • Crowe Horwath Australia
    Paraplanner
    Crowe Horwath Australia Jan 2013 - Sep 2014
    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.
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  • Crowe Horwath Australia
    Assistant Auditor
    Crowe Horwath Australia Aug 2011 - Jan 2013
    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.
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Tom Cotter Cfp® Skills

Wealth Management Retirement Planning Financial Planning Risk Management Financial Advisory Insurance Financial Services Cash Flow Financial Reporting Retirement Holistic Financial Planning Portfolio Management Strategic Planning Wealth Accumulation Strategies Finance Superannuation Wealth Accumulation Financial Risk Risk Analysis Paraplanning Cash Management Strategy

Tom Cotter Cfp® Education Details

Frequently Asked Questions about Tom Cotter Cfp®

What company does Tom Cotter Cfp® work for?

Tom Cotter Cfp® works for Integral Private Wealth

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

Tom Cotter Cfp®'s current role is Principal Advisor at Integral Private Wealth.

What is Tom Cotter Cfp®'s email address?

Tom Cotter Cfp®'s email address is to****@****ips.com

What schools did Tom Cotter Cfp® attend?

Tom Cotter Cfp® attended Deakin University, James Cook University, The Wharton School, Smsf Association, Kaplan Australia, Kaplan Australia, Kaplan Australia.

What skills is Tom Cotter Cfp® known for?

Tom Cotter Cfp® has skills like Wealth Management, Retirement Planning, Financial Planning, Risk Management, Financial Advisory, Insurance, Financial Services, Cash Flow, Financial Reporting, Retirement, Holistic Financial Planning, Portfolio Management.

Who are Tom Cotter Cfp®'s colleagues?

Tom Cotter Cfp®'s colleagues are Daniel Fochesato, James Hepburn, David Armour, Kellie Harding, Jo Omanski, David Simon, Patrick Duke.

Not the Tom Cotter Cfp® you were looking for?

  • Thomas Cotter - CFP®

    Thomas Cotter - CFP®
    Wealth Coach | Helping Individuals & Families To Better Understand, Plan, Manage & Achieve Their Financial Goals.
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    2
    cafsg.com.au, cafinancialservices.com.au
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