PHILIP DOMINIC MASON-COX
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
1996 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - RMIT University
1999 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
CFP Certified Financial Planner (FPA)
CFP โ Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
SSA SMSF Specialist Accreditation (SPAA)
SSA โ SMSF Specialist Accreditation (SPAA)
โน๏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.