Financial Adviser
· BAYSWATER, WA
Daniel Robert Cox
No disciplinary history on record with ASIC
9
Years experience
ASIC Registered · ADV 000339519
Daniel Robert Cox is a financial adviser based in Bayswater, Western Australia, with 9 years of experience in the financial services industry. Daniel is currently authorised under Climb Wealth Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce from Curtin University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2016
Advanced Diploma of Financial Planning
Integrity Education
2020
Bachelor of Commerce
Curtin University
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
SPECTRUM WEALTH ADVISERS PTY LTD
Full Advice 29.01.2018
Source: ASIC Financial Advisers Register