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- Thomas Cotter
Thomas Cotter
- Name
- Thomas Cotter
- ID
- 1237996
- ABN
- –
- First Provided Advice
- 2014
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
- 2013 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
- 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
- 2013 - Bachelor of Business (Accounting/Economics and Regional Development) - - James Cook University
- 2013 - Bachelor of Business - Bachelor Degree (AQF 7) - James Cook University
- 2014 - Self Managed Superannuation Funds - - Kaplan Professional
- 2014 - Self Managed Superannuation Funds - - Kaplan Professional Education
- 2015 - Certified Financial Planner - Professional Designations - FPA
- 2016 - Tier 1 Margin Lending - - Kaplan
- 2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Advice Association of Australia (FAAA)
- Investments & Wealth Institute
Licencee
- Status
- Ceased
- Licence Holder
- Sira Group Pty Ltd (#278423)
- Commenced
- Jan. 18, 2021
- Ceased
- Feb. 10, 2026
- Status
- Current
- Licence Holder
- Intergen Advisory Pty ltd (#700082)
- Commenced
- Feb. 9, 2026
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Affinia Financial Advisers Pty Ltd (#237857)
- Commenced
- Dec. 16, 2015
- Ceased
- June 10, 2019
- Status
- Ceased
- Licence Holder
- Specialised Private Capital Wholesale Pty Ltd (#238244)
- Commenced
- Sept. 10, 2014
- Ceased
- May 20, 2015
- Status
- Ceased
- Licence Holder
- Suncorp Financial Services Pty Ltd (#229885)
- Commenced
- June 1, 2015
- Ceased
- Nov. 30, 2015