Financial Adviser · WEST PERTH, WA

Brendon Charles Cox

WEST PERTH, WA

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242139

Currently at

Executive Wealth Partners

Bundall, QLD (firm address)

View firm profile

About Brendon Charles Cox

Brendon Charles Cox is a financial adviser based in West Perth, Western Australia, with 32 years of experience in the financial services industry since 1994. Brendon is currently authorised under Alliance Wealth, operating through Executive Wealth Partners. Brendon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendon's qualifications include a Diploma of Financial Planning (DFP 1-8) from Financial Planning Association (FPA). Brendon 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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning (DFP 1-8)

Financial Planning Association (FPA)

2010

RG146 Margin Lending

MLC ThreeSixty

Registration History

Alliance Wealth Pty Ltd

Apr 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Matrix Planning Solutions Limited

Apr 2021 - Apr 2024 Ceased

Excludes SMSF

BADGE FINANCIAL PTY LTD

Dec 2020 - Apr 2021 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Aug 2002 - Nov 2020 Ceased

Source: ASIC Financial Advisers Register