Theothori Kotses
Financial Adviser
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About
Theothori Kotses is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong academic foundation including a Bachelor of International Business from Flinders University (1999) and a Graduate Diploma in International Business Administration (2001), Theothori combines global insights with local expertise. Further enhancing his credentials, he holds a Foundation Diploma in Financial Planning from the Financial Planning Association (2002) and completed MAI769 Ethics for Financial Services at Deakin University (2020). A committed member of the Financial Advice Association of Australia (FAAA) and an accredited Financial Planner AFP (FPA), Theothori adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management and retirement planning. • Superannuation advice to help you grow your retirement nest egg • Insurance solutions to protect you and your family • Wealth management strategies tailored to your individual circumstances • Retirement planning to secure your financial future Whether you're planning for retirement, managing your investments, or seeking insurance solutions, Theothori provides personalised advice to meet your unique needs. Contact Theothori Kotses today to arrange a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Theothori Kotses offer?
Theothori Kotses provides advice on superannuation, insurance, wealth management, and retirement planning, tailoring solutions to your individual needs.
What qualifications does Theothori Kotses have?
Theothori holds a Bachelor of International Business, a Graduate Diploma in International Business Administration, a Foundation Diploma in Financial Planning, and has completed Ethics for Financial Services at Deakin University. He is also an AFP member of the FAAA.
How does Theothori Kotses approach financial planning?
Theothori takes a personalised approach, working closely with clients to understand their financial goals, risk tolerance, and time horizon. He then develops a tailored plan to help them achieve their objectives.
What can I expect during my first meeting with Theothori Kotses?
During your initial consultation, Theothori will discuss your financial situation, goals, and concerns. This meeting is an opportunity to ask questions and determine if his services are a good fit for your needs.
Is Theothori Kotses qualified to provide advice on superannuation?
Yes, Theothori Kotses is authorised to provide advice on superannuation, helping you make informed decisions about your retirement savings.
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