Prudence Jayne Cox – Financial Adviser

Adviser identifying number: 1250345
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: RGM FINANCIAL PLANNERS PTY LTD
Licence number: 229471
Licensee’s ABN: 47083204791
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RGM FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 229471
Authorised Representative’s ABN: 47083204791

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:

• Bachelor of Commerce – Victoria Institute
• Diploma of Financial Planning – Kaplan
• Gaduate Diploma of Chartered Accounting – Institute of Chartered Accountants

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• SMSF Association

Prudence Jayne Cox is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash 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
• Retirement Savings Account Products
• Securities
• Superannuation