WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
BC

Brendon Cox

Financial Adviser

Executive Wealth Partners Pty Ltd
West Perth, WA 6005

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Brendon Cox is an ASIC-registered financial adviser based in West Perth, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association (FPA) and RG146 accreditation in Margin Lending from MLC ThreeSixty, Brendon possesses a strong foundation of knowledge and experience to guide you through the complexities of financial planning. As a member of the Financial Advice Association of Australia (FAAA), Brendon adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Brendon is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Brendon offers expertise in the following key areas: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Brendon can provide the personalized guidance you need. Contact Brendon Cox today to arrange a consultation and take the first step towards securing your financial future.

Specialisations

Areas of Expertise

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

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

000449221

Verify on ASIC Register

Authorised Representative Number

000242139

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Brendon Cox offer?

Brendon Cox provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Brendon Cox hold?

Brendon holds a Diploma of Financial Planning (DFP 1-8) from the Financial Planning Association (FPA) and RG146 accreditation in Margin Lending from MLC ThreeSixty.

How can Brendon Cox help me plan for retirement?

Brendon can assist you in developing a comprehensive retirement plan tailored to your individual needs and goals, including superannuation strategies, investment planning, and income projections.

What is the process of working with Brendon Cox?

The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan and ongoing reviews to ensure your plan remains aligned with your needs.

Is Brendon Cox a member of any professional associations?

Yes, Brendon is a member of the Financial Advice Association of Australia (FAAA).

Get in Touch

Contact Brendon directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.