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Rodney Cox

Financial Adviser

The Wealth Affect / Making It Happen Pty Ltd t/as The Wealth Affect
Dubbo, NSW 2830

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About

Rodney Cox is an ASIC-registered financial adviser based in Dubbo, NSW, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Rodney holds a Diploma in Financial Services from Northern Group Training Ltd (2004) and has completed the Policy Statement 146 Knowledge Assessment - Integratec (2002) and 921 Managed Investments & Skills - Kaplan (2013), ensuring he possesses a strong foundation of knowledge and expertise. Rodney is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in guiding clients through the complexities of retirement planning and investment strategies, offering support across various financial instruments such as Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or looking for insurance to protect your assets, Rodney can help you navigate the financial landscape. Contact Rodney today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Insurance solutions Investment advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000229892

Verify on ASIC Register

Authorised Representative Number

000274004

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Rodney Cox provide?

Rodney Cox specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. He also offers guidance on investment products like Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Rodney Cox have?

Rodney Cox holds a Diploma in Financial Services from Northern Group Training Ltd (2004) and has completed the Policy Statement 146 Knowledge Assessment - Integratec (2002) and 921 Managed Investments & Skills - Kaplan (2013).

How can Rodney Cox help me with retirement planning?

Rodney can assist you in developing a comprehensive retirement plan tailored to your individual needs and goals. He can advise on superannuation strategies, investment options, and income planning to help you achieve a comfortable retirement.

What is the process for becoming a client of Rodney Cox?

The first step is to schedule a consultation to discuss your financial goals and current situation. Rodney will then assess your needs and develop a personalised financial plan. He will work with you to implement the plan and provide ongoing support and advice.

What can I expect when working with Rodney Cox?

You can expect a professional, personalised, and transparent service. Rodney is committed to building long-term relationships with his clients and providing them with the guidance and support they need to achieve their financial objectives.

Get in Touch

Contact Rodney directly for personalised advice.

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