James Cotis Financial Planner Report

Name:
James Cotis

Rep Number:
000239370

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2009-10-10 onwards

Licensee
Name:

Number:
000332957

ABN:
95 134 016 210

Appointed By
Name:
Adviceiq Partners Pty Ltd

Licence Number:
000332957

ABN:
95 134 016 210

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
CFP - Certified Financial Planner
Financial Planning Association of Australia
Diploma of Financial Planning
NSW Legal Practioners Admission Board
Diploma of Law
NSW Attorney General and Justice Department
JP - Justice of the Peace
Self Managed Super Fund Association
SMSF Specialist Advisor´┐Ż (SSA)

Memberships
Financial Planning Association of Australia (FPA)
Law Society of NSW
SMSF Association