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- Financial Advisers Australia (FAA)
- Philip Dominic Mason-cox
Philip Dominic Mason-cox
- Name
- Philip Dominic Mason-cox
- ID
- 249855
- ABN
- 20182026344
- First Provided Advice
- 1994
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1996 - Diploma of Financial Planning - - RMIT University
- 1999 - Bachelor of Business - - Griffith University
- 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- CFP Certified Financial Planner (FPA)
- CFP – Certified Financial Planner (FPA)
- Financial Advice Association of Australia (FAAA)
- SMSF Association
- SSA SMSF Specialist Accreditation (SPAA)
- SSA – SMSF Specialist Accreditation (SPAA)
Licencee
- Status
- Ceased
- Licence Holder
- Hunter Green Pty Ltd (#225962)
- Commenced
- Nov. 18, 2015
- Ceased
- Jan. 18, 2021
- Status
- Current
- Licence Holder
- Keys Licensee Pty ltd (#523830)
- Commenced
- Jan. 19, 2021
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- Jan. 1, 2004
- Ceased
- Jan. 4, 2008
- Status
- Ceased
- Licence Holder
- Charter Financial Planning Limited (#234665)
- Commenced
- Feb. 11, 2011
- Ceased
- Nov. 18, 2015
- Status
- Ceased
- Licence Holder
- Magnitude Group Pty Ltd (#221557)
- Commenced
- Jan. 14, 2008
- Ceased
- Jan. 31, 2011