Philip Mason-Cox
Financial Adviser
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About
Philip Mason-Cox is an ASIC-registered financial adviser dedicated to helping individuals and families in Reedy Creek, QLD, achieve their financial goals. With a Diploma of Financial Planning from RMIT University (1996) and a Bachelor of Business from Griffith University (1999), Philip combines academic knowledge with practical experience to provide tailored financial solutions. He stays up-to-date with industry best practices through ongoing education, including completing Ethics & Professionalism in Financial Advice at Kaplan Professional in 2020. Philip's commitment to excellence is demonstrated through his professional memberships, including being a Certified Financial Planner (CFP) with the FPA and holding SMSF Specialist Accreditation (SSA) with the SPAA. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association. Authorised to provide advice on a comprehensive range of financial products, Philip specialises in: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Key services include: • Comprehensive financial planning • Superannuation and retirement strategies • Investment portfolio construction and management • Insurance needs analysis and implementation • SMSF advice and management Ready to take control of your financial future? Contact Philip today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Philip Mason-Cox offer?
Philip Mason-Cox offers a range of financial services including superannuation advice, insurance, wealth management, retirement planning, and SMSF advice. He also provides advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Philip Mason-Cox's qualifications?
Philip holds a Diploma of Financial Planning from RMIT University (1996) and a Bachelor of Business from Griffith University (1999). He also completed Ethics & Professionalism in Financial Advice at Kaplan Professional in 2020.
What professional memberships does Philip Mason-Cox hold?
Philip is a Certified Financial Planner (CFP) with the FPA, holds SMSF Specialist Accreditation (SSA) with the SPAA, and is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What can I expect during my first consultation with Philip?
During your first consultation, Philip will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide you with an overview of how he can help you achieve your financial objectives and answer any questions you may have.
How does Philip Mason-Cox stay up-to-date with changes in the financial industry?
Philip is committed to ongoing professional development and regularly attends industry events and training sessions to stay informed about the latest changes in financial regulations and investment strategies. He completed Ethics & Professionalism in Financial Advice at Kaplan Professional in 2020 to ensure he adheres to the highest ethical standards.
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