Financial Adviser · DUBBO, NSW

Rodney Nelson Cox

37 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000274004

Rodney Nelson Cox is a financial adviser based in Dubbo, New South Wales, with 37 years of experience in the financial services industry. Rodney is currently authorised under Lifespan Financial Planning Pty Ltd. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma in Financial Services from Northern Group Training Ltd.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2002

Policy Statement 146 Knowledge Assessment

Integratec

2004

Diploma in Financial Services

Northern Group Training Ltd

2013

921 Managed Investments & Skills

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Nov 2021 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Millennium 3 Financial Services Pty Ltd

Mar 2004 - Nov 2021 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Managed Investments: within Superannuation only - IDPS excluded; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register