DANIEL ROBERT COX

Financial Adviser ยท Bayswater, WA

Registered

Registration Number

000339519

Registration Status

Registered

Location

Bayswater, WA 6053

Providing Advice Since

2017

Registration Date

06/05/2019

Financial Services Licensee

CLIMB WEALTH PTY LTD

Licence #000409424

๐Ÿ“š Qualifications & Training

2016 - Advanced Diploma of Financial Planning - - Integrity Education
2020 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Curtin University
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.