Simon Cox
Financial Adviser
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About
Simon Cox is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Simon's commitment to excellence is reflected in his extensive qualifications, including a Bachelor of Commerce (Accounting/Finance) from the University of Tasmania, a Diploma of Financial Planning from Kaplan Professional, and a Graduate Diploma in Chartered Accounting from the Institute of Chartered Accountants. He also holds certifications in Margin Lending and Geared Investments from SAFAA, demonstrating his expertise in these specialized areas. Simon is authorized to provide advice on a wide range of financial products, including superannuation, wealth management, securities, and government debt securities. He leverages his deep understanding of the financial landscape to develop strategies that align with each client's unique circumstances and aspirations. Key services offered include: • Superannuation advice to optimize retirement savings • Wealth management strategies for long-term financial security • Investment advice in securities and government debt securities • Tailored financial plans to achieve specific goals Whether you're planning for retirement, growing your wealth, or seeking expert guidance on superannuation, Simon is here to help. Contact him today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Simon Cox provide?
Simon Cox is authorized to provide advice on superannuation, wealth management, securities, and government debt securities. He can help you with retirement planning, investment strategies, and wealth accumulation.
What qualifications does Simon Cox have?
Simon holds a Bachelor of Commerce (Accounting/Finance), a Diploma of Financial Planning, and a Graduate Diploma in Chartered Accounting. He also has certifications in Margin Lending and Geared Investments.
What is the process for working with Simon Cox?
The process typically begins with an initial consultation to understand your financial goals and current situation. Simon will then develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews.
What can I expect when working with Simon Cox?
You can expect personalized advice, a clear understanding of your financial options, and ongoing support to help you achieve your goals. Simon is committed to building long-term relationships with his clients based on trust and transparency.
How can Simon Cox help me with my superannuation?
Simon can provide expert advice on optimizing your superannuation contributions, selecting the right investment options within your super fund, and planning for a comfortable retirement. He can also help you understand the different types of superannuation accounts and how they can benefit you.
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