Paul Cox – Financial Adviser
Adviser identifying number: 236918
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: NEW WORLD ADVISERS GROUP PTY LTD
Licence number: 428451
Licensee’s ABN: 81160243649
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/01/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIBERO CAPITAL PTY LTD
Authorised Representative identifying number: 376424
Authorised Representative’s ABN: 20145520341
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Diploma of Financial Planning – FPA and Deakin University
- Margin Lending and Geared Investments – Kaplan Professional
- Tax (financial) Adviser – Tax Practitioners Board
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- National Tax and Accountants Association
Paul Cox is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility