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Torry Kotses
Director/Senior Financial Planner
AFP® B.IntBus Grad.DipIBA DFP

 

Torry Kotses has worked as a Professional Financial Planner since 2000, he brings a wealth of knowledge to the role having worked both in a private practice and with a leading financial institution. He completed his schooling at Pulteney Grammar and is University qualified holding a Bachelor of International Business and a Post Graduate Diploma of International Business Administration through Flinders University of South Australia. He also holds a Diploma of Financial Planning and is a Financial Planner AFP® member of the Financial Planning Association of Australia (FPA).  As a AFP® of the FPA Torry upholds the highest professional standards and is committed to a world-class professional code and best practice financial planning that places him at the forefront of this growing profession.

He is a career Senior Financial Planner with a passion for making a difference in his client’s lives and leading them on a journey to a better financial future. His strengths are that he listens to his client’s needs and goals, then formulates effective strategies and communicates them in a clear and conscience manner, empowering his clients and guiding them on a path to financial freedom by achieving their goals no matter where they are on the road of life.

He also takes great pride in working with his clients on an ongoing basis to map their progress and review their financial situation, keeping their plans on track. Through his experience he is aware even the best made plans sometimes change due to unexpected circumstances. However he has the technical skills and ability to adjust strategies mid-stream to help clients forge ahead to meet their goals on the journey of life. Customer Service and the Best Interest of his clients is central to the Holistic Advice that he provides.

Torry’s greatest love is his family, he is married to Claudia and they have three children together. In his spare time he enjoys being an active member of his community, spending time with his family and friends and is drawn to the sea given his families maritime back ground.

Phone: 08 7123 2939
Email:
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