Financial Adviser · GYMPIE, QLD

Joseph Ronald Cox

GYMPIE, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002795

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

About Joseph Ronald Cox

Joseph Ronald Cox is a financial adviser based in Gympie, Queensland, with 20 years of experience in the financial services industry since 2006. Joseph is currently authorised under Fortnum Private Wealth. Joseph holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Joseph's qualifications include a Bachelor of Accounting from University of South Australia. Joseph is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2008

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2015

Bachelor of Accounting

University of South Australia

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2023

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

Registration History

Fortnum Private Wealth Ltd

Jul 2026 - Present Current

Not SMSF

Bridges Financial Services Pty Limited

Jan 2023 - May 2026 Ceased

Not authorised to provide SMSF advice.

Strategem Investment Services Pty. Ltd.

Dec 2021 - Dec 2022 Ceased

Charter Financial Planning Limited

Apr 2020 - Dec 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Sep 2013 - Apr 2020 Ceased

ACN 128 650 037 PTY LIMITED

Aug 2013 - Sep 2013 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Mar 2010 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register