THEOTHORI KOTSES
Financial Adviser · Wayville, SA
📚 Qualifications & Training
1999 - Bachelor of International Business - Bachelor Degree (AQF 7) - Flinders University
2001 - Graduate Diploma in International Business Administration - Graduate Diploma (AQF 8) - Flinders University
2002 - Foundation Diploma in Financial Planning - Diploma (AQF 5) - Financial Planning Association FPA
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
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.