JOSEPH RONALD COX

Financial Adviser · Eaglehawk, VIC

Registered

Registration Number

001002795

Registration Status

Registered

Location

Eaglehawk, VIC 3556

Providing Advice Since

2006

Registration Date

22/04/2020

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd
2008 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2015 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
SSA - SMSF Specialist Accreditation (SPAA)

ℹ️ 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.