James Cotis
Financial Adviser
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About
James Cotis is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to individuals and families in Surry Hills, NSW, and across Australia. With a career spanning over two decades, James brings a wealth of knowledge and experience to his clients. He holds a Diploma of Financial Planning and a Diploma in Law. He is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (now the FAAA), and an SMSF Specialist Advisor™ (SSA) with the Self Managed Super Fund Association. James is also a Justice of the Peace in NSW. As an authorized financial adviser, James can provide expert advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is committed to helping his clients achieve their financial goals through personalized strategies and ongoing support. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • SMSF Advice • Investment Advice James is a member of the Financial Advice Association of Australia (FAAA) and the Law Society of NSW, demonstrating his commitment to upholding the highest ethical and professional standards. Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does James Cotis offer?
James Cotis provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He specialises in helping clients create personalised strategies to achieve their financial goals.
What are James Cotis's qualifications and professional memberships?
James Cotis is a Certified Financial Planner (CFP) with the Financial Advice Association of Australia (FAAA), an SMSF Specialist Advisor™ (SSA) with the Self Managed Super Fund Association, holds a Diploma of Financial Planning and a Diploma in Law. He is also a Justice of the Peace in NSW and a member of the Law Society of NSW.
How does James Cotis approach financial planning?
James Cotis focuses on creating personalized financial strategies tailored to each client's unique circumstances and goals. He takes a holistic approach, considering all aspects of their financial life to develop a comprehensive plan for long-term success.
What should I expect during my initial consultation with James Cotis?
During your initial consultation, James will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that align with your needs and objectives. This is an opportunity for you to ask questions and determine if James is the right financial adviser for you.
Can James Cotis help me with my Self-Managed Super Fund (SMSF)?
Yes, James Cotis is an SMSF Specialist Advisor™ (SSA) with the Self Managed Super Fund Association. He can provide expert advice on all aspects of SMSF management, including establishment, compliance, investment strategies, and retirement planning.
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