Rodney Nelson Cox
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000274004
- Location
- Dubbo NSW 2830
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 12 November 2021
- First provided advice
- 1989
- Qualifications
- Policy Statement 146 Knowledge Assessment, Integratec (2002); Diploma in Financial Services, Northern Group Training Ltd (2004); 921 Managed Investments & Skills, Kaplan (2013)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Rodney Nelson Cox
Rodney Nelson Cox is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dubbo, New South Wales (adviser number 000274004).
The licensee Rodney advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 12 November 2021.
The register records 1989 as the year Rodney first provided financial advice. Qualifications and training on file include Policy Statement 146 Knowledge Assessment (Integratec, 2002), Diploma in Financial Services (Northern Group Training Ltd, 2004) and 921 Managed Investments & Skills (Kaplan, 2013).
Rodney is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Rodney Nelson Cox a registered financial adviser?
Yes. Rodney Nelson Cox is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274004.
Which licensee does Rodney Nelson Cox work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Rodney Nelson Cox give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."