CEO, Partner & Certified Financial Planner

Thomas Cotter

Tom

Understanding my clients' objectives and aspirations, and facilitating their journey towards achieving these goals, constitutes the most significant and fulfilling aspect of my role.

Authorised Representative No. 415468

Thomas has been a valued member of CA Financial Services Group since 2010, having attained his financial planning qualifications and assuming the role of Adviser in 2011. As a Certified Financial Planner with specialised expertise in Mortgage Broking, Thomas is dedicated to advancing the financial planning industry by delivering high-quality, personalised advice to each client.

He is deeply committed to fostering robust client relationships, characterized by his enthusiastic and approachable demeanor. Additionally, Thomas serves as the Chief Executive Officer, actively contributing to the future growth and success of CA.

Residing on the Northern Beaches of Sydney with his wife, Rachael, and their two children, Harley and Maizy, Thomas’s interests extend beyond his professional achievements. Prior to his tenure at CA, he cultivated a passion for travel, a pursuit he continues to enjoy. Thomas believes in maintaining a balanced lifestyle, nurturing his well-being through activities such as running, football, and golf, while treasuring moments spent with family and friends.

  • thomas@cafsg.com.au
  • 02 9955 7288
  • LinkedIn

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