Simon Cox

Simon holds a Bachelor of Commerce degree and commenced his business career as an Accountant, successfully completing his studies as a Chartered Accountant (CA). With background experience in accounting, superannuation, taxation and investments, Simon now specialises in investment advice to retail clients. Areas of interest include Australian listed equities; managed funds; fixed interest securities and cash-based investments.

Investment Style

Simon gives financial advice to individuals and self managed superannuation funds. He has a particular interest in creating wealth utilising self managed superannuation funds, Australian equities and in developing appropriate strategies.

Services and Specialties

Fixed Interest and Cash Management

Portfolio Administration

Stockbroking

Superannuation Advice

Wealth Management

Industry Experience

Sectors Covered

Simon Cox's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce (Accounting & Finance)

Margin Lending and Geared Investments

Graduate Diploma of Chartered Accounting

Associations

No items found.

Competencies

Financial Planning

Generic

Managed Investments

Margin Lending

Securities

Superannuation

I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.