Financial Adviser
· GYMPIE, QLD
Joseph Ronald Cox
No disciplinary history on record with ASIC
GYMPIE,
QLD
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002795
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 Adelaide University. 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2009
SMSF Specialist Advisor Program
SMSF Association
2015
Bachelor of Accounting
Adelaide University
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
Not authorised to provide SMSF advice.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
ACN 128 650 037 PTY LIMITED
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register