Financial Adviser
· BUNDALL, QLD
Cody Bax
No disciplinary history on record with ASIC
BUNDALL,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000252
About Cody Bax
Cody Bax is a financial adviser based in Bundall, Queensland, with 11 years of experience in the financial services industry since 2015. Cody is currently authorised under Bridges Financial Services. Cody holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cody's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Cody is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning FNS60410
Monarch Institute
2014
Diploma of Financial Planning FNS50611
Monarch Institute
2015
922 Derivatives
Other - Kaplan Education Pty Ltd
2019
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Ltd