Data sourced from ASIC Financial Advisers Register
Financial Adviser · REEDY CREEK, QLD

Philip Dominic Mason-cox

32 Years experience
Tax advice
authorised
Currently at
Keys Licensee Pty Ltd
Reedy Creek, QLD
View firm profile
ASIC Registered · ADV 000249855

Philip Dominic Mason-cox is a financial adviser based in Reedy Creek, Queensland, with 32 years of experience in the financial services industry. Philip is currently authorised under Keys Licensee Pty Ltd. Philip 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 Bachelor of Business from Griffith University. Philip is a member of CFP Certified Financial Planner (FPA), CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA), SMSF Association, SSA SMSF Specialist Accreditation (SPAA) and SSA - SMSF Specialist Accreditation (SPAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996
Diploma of Financial Planning
RMIT University
1999
Bachelor of Business
Griffith University
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Keys Licensee Pty Ltd
Jan 2021 - Present Current
Hunter Green Pty Ltd
Nov 2015 - Jan 2021 Ceased
Charter Financial Planning Limited
Feb 2011 - Nov 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
MAGNITUDE GROUP PTY LTD
Jan 2008 - Jan 2011 Ceased
Charter Financial Planning Limited
Jan 2004 - Jan 2008 Ceased

Source: ASIC Financial Advisers Register