Cotter Financial Services
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Services Offered

28/5/2014

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Our clients include businesses, individuals as well Self-Managed Super Funds.

Cotter Financial Services will provide clients with a full range of financial planning services including:

·         Retirement Planning

·         Portfolio Management

·         Personal Life Insurance and Advice

·         Self-Managed Superfunds Investments and Strategies

·         Personal Investment Strategies

·         Business Succession

·         Estate Planning

·         Redundancy Advice

·         Maximise Centrelink/DVA Entitlements

·         Aged care Preparation Advice

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ABN: 79 508 591 058
Cotter Financial Services is a partnership between Cotter Services Pty Ltd ATF Cotter Family Trust & DFS (Ipswich) Pty Ltd
The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. Before purchasing any financial product, always consider the relevant Product Disclosure Statement (if applicable) which provides full details of risks, terms and conditions.