JAMES COTIS
Financial Adviser · Surry Hills, NSW
📚 Qualifications & Training
1994 - JP - Justice of the Peace - - NSW Attorney General and Justice Department
2000 - CFP - Certified Financial Planner - - Financial Planning Association of Australia
2000 - Diploma of Financial Planning - - Financial Planning Association of Australia
2001 - Diploma in Law - Diploma (AQF 5) - Legal Practitioners Admission Board
2005 - SMSF Specialist Advisor (SSA) - - Self Managed Super Fund Association
2005 - SMSF Specialist Advisor™ (SSA) - - Self Managed Super Fund Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Law Society of NSW
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.