Thomas Cotter-Cfp
Knowing my clients and helping them work towards and achieve their goals is the most important and most... | Sydney, Sydney, Australia
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Thomas Cotter-Cfp’s Emails th****@ca****.com
Thomas Cotter-Cfp’s Phone Numbers No phone number available.
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Thomas Cotter-Cfp’s Location Sydney, Sydney, Australia
Thomas Cotter-Cfp’s Expertise Knowing my clients and helping them work towards and achieve their goals is the most important and most satisfying aspect of my role. Working as a "team" with my clients is key. Like any relationship it takes two parties communicating and committing to what's required to ensure everything goes to plan. How can we help you? > Owning your home - providing a strategy to pay down your debt ASAP as we know this is most families/individuals biggest concern. We are mortgage brokers therefore can also help review your home loan product; > Maximising your Super and Retirement Planning - making what you have work harder for you i.e. helping with investing your Super. How much do you need to retire? Are you on track? If not, what needs to be done now to have a comfortable retirement; > Insurances - Wealth & Asset Protection - Protecting yourself and your family from the worst (Income Protection, Life, Disability & Trauma); > Wealth Creation & Investments outside of super - taking that extra step to get ahead (e.g. gearing/borrowing for an investment property, managed funds, share portfolio, etc.); > Cash flow management and getting in control of your situation - this is critical in getting the above right.
Thomas Cotter-Cfp’s Current Industry Ca Financial Services
Thomas
Cotter-Cfp’s Prior Industry
Ca Financial Services
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Work Experience
Ca Financial Services
Certified Financial Planner
Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
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Thomas Cotter-Cfp Email Addresses
FAQ About Thomas Cotter-Cfp
-
Thomas Cotter-Cfp is located at
Sydney, Sydney, Australia -
Thomas Cotter-Cfp is a
Knowing my clients and helping them work towards and achieve their goals is the most important and most satisfying aspect of my role. Working as a "team" with my clients is key. Like any relationship it takes two parties communicating and committing to what's required to ensure everything goes to plan. How can we help you? > Owning your home - providing a strategy to pay down your debt ASAP as we know this is most families/individuals biggest concern. We are mortgage brokers therefore can also help review your home loan product; > Maximising your Super and Retirement Planning - making what you have work harder for you i.e. helping with investing your Super. How much do you need to retire? Are you on track? If not, what needs to be done now to have a comfortable retirement; > Insurances - Wealth & Asset Protection - Protecting yourself and your family from the worst (Income Protection, Life, Disability & Trauma); > Wealth Creation & Investments outside of super - taking that extra step to get ahead (e.g. gearing/borrowing for an investment property, managed funds, share portfolio, etc.); > Cash flow management and getting in control of your situation - this is critical in getting the above right. Ca Financial Services -
Thomas Cotter-Cfp currently works in the
Ca Financial Services -
Thomas Cotter-Cfp specializes in
Knowing my clients and helping them work towards and achieve their goals is the most important and most satisfying aspect of my role. Working as a "team" with my clients is key. Like any relationship it takes two parties communicating and committing to what's required to ensure everything goes to plan. How can we help you? > Owning your home - providing a strategy to pay down your debt ASAP as we know this is most families/individuals biggest concern. We are mortgage brokers therefore can also help review your home loan product; > Maximising your Super and Retirement Planning - making what you have work harder for you i.e. helping with investing your Super. How much do you need to retire? Are you on track? If not, what needs to be done now to have a comfortable retirement; > Insurances - Wealth & Asset Protection - Protecting yourself and your family from the worst (Income Protection, Life, Disability & Trauma); > Wealth Creation & Investments outside of super - taking that extra step to get ahead (e.g. gearing/borrowing for an investment property, managed funds, share portfolio, etc.); > Cash flow management and getting in control of your situation - this is critical in getting the above right. -
Thomas Cotter-Cfp speaks the following languages:
No languages available. -
Thomas Cotter-Cfp has prior experience in the following industries:
No prior industries available. -
Thomas Cotter-Cfp has the following professional experience:
Ca Financial Services . -
You can view Thomas Cotter-Cfp’s
LinkedIn profile at LinkedIn URL. -
Thomas Cotter-Cfp’s work email addresses are
[email protected] . -
Thomas Cotter-Cfp works at
Ca Financial Services
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