Financial Adviser · WAYVILLE, SA

Theothori Kotses

WAYVILLE, SA

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000309403

Currently at

Bellwether Wealth Strategists

Wayville, SA (firm address)

View firm profile

Theothori Kotses is a financial adviser based in Wayville, South Australia, with 26 years of experience in the financial services industry since 2000. Theothori is currently authorised under Omega Financial Strategists, operating through Bellwether Wealth Strategists. Theothori holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Theothori's qualifications include a Bachelor of International Business from Flinders University. Theothori is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of International Business

Flinders University

2001

Graduate Diploma in International Business Administration

Flinders University

2002

Foundation Diploma in Financial Planning

Financial Planning Association FPA

2020

MAI769 Ethics for Financial Services

Ethics - Deakin University

Registration History

Omega Financial Strategists Pty Ltd

Feb 2022 - Present Current

Charter Financial Planning Limited

Sep 2014 - Feb 2022 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Mar 2010 - Dec 2010 Ceased

ST.GEORGE BANK LIMITED

Jan 2007 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register