James Cotis CFP®

Areas of Focus

  • Estate planning
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Diploma
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Adviceiq Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®