Financial Adviser
· LEEDERVILLE, WA
Ashley Kotkis
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245807
Ashley Kotkis is a financial adviser based in Leederville, Western Australia, with 10 years of experience in the financial services industry since 2016. Ashley is currently authorised under Gba Kotkis. Ashley holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Ashley's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Ashley is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Mentor Education Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register