SIMON THOMAS COX
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2001 - Bachelor of Commerce (Accounting/ Finance) - - University of Tasmania
2007 - Diploma of Financial Planning - - Kaplan Professional
2007 - Graduate Diploma in Chartered Accounting - - Institute of Chartered Accountants
2010 - Margin Lending and Geared Investments - Other - SAFAA
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.