Financial Adviser · BURLEIGH WATERS, QLD

Sarah Cox

BURLEIGH WATERS, QLD

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002796

Currently at

Count Financial Limited

Sydney, NSW (firm address)

View firm profile

Sarah Cox is a financial adviser based in Burleigh Waters, Queensland, with 22 years of experience in the financial services industry since 2004. Sarah is currently authorised under Count Financial Limited, operating through Count Financial. Sarah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sarah's qualifications include a Advanced Diploma of Financial Planning from Pinnacle Financial Services Academy. Sarah is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2015

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2023

Introduction to SMSFs

Accurium Education

2025

Commercial Law

Kaplan Professional

2025

Tax for Financial Advising

Kaplan Professional

Registration History

Count Financial Limited

Feb 2022 - Present Current

Commonwealth Financial Planning Limited

Jul 2011 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register