Data sourced from ASIC Financial Advisers Register
Financial Adviser · FORTITUDE VALLEY, QLD

Thomas Cotter

FORTITUDE VALLEY, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001237996
Currently at
Interprise Wealth
Albion, QLD (firm address)
View firm profile

Thomas Cotter is a financial adviser based in Fortitude Valley, Queensland, with 12 years of experience in the financial services industry since 2014. Thomas is currently authorised under Intergen Advisory, operating through Interprise Wealth. Thomas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Thomas's qualifications include a Certified Financial Planner from FPA. Thomas is a member of Financial Advice Association of Australia (FAAA) and Investments & Wealth Institute.

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

2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional Education
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2013
Bachelor of Business (Accounting/Economics and Regional Development)
James Cook University
2013
Bachelor of Business
James Cook University
2014
Self Managed Superannuation Funds
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional Education
2015
Certified Financial Planner
FPA
2016
Tier 1 Margin Lending
Kaplan
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Intergen Advisory Pty Ltd
Feb 2026 - Present Current
Sira Group Pty Ltd
Jan 2021 - Feb 2026 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Dec 2015 - Jun 2019 Ceased
SUNCORP FINANCIAL SERVICES PTY LTD
Jun 2015 - Nov 2015 Ceased
Specialised Private Capital Wholesale Pty Ltd
Sep 2014 - May 2015 Ceased

Source: ASIC Financial Advisers Register