MEET THE TEAM

Start today with our specialists

Meet our dedicated team of Adviser and Administration staff.

  • ANDREW COX DIRECTOR / FINANCIAL PLANNER

    Andrew is a Certified Financial Planner who joined the financial services industry in 2007 and kicked off Cox Financial in September 2010 as a sole practitioner. The driving vision behind starting up this boutique Financial Planning business was to provide personalised, client specific advice, while guiding and educating our clients on the importance of their financial behaviours. At Cox Financial our key focus is to provide a ‘client first’ approach to everything we do.

  • REEGAN WASS DIRECTOR / FINANCIAL PLANNER

    Reegan is extremely passionate about providing the highest level of customer service to our clients and taking the time to support and foster their ongoing financial management and education. Through this passion, Reegan has built a holistic practice that is primarily focused on building long-term client relationships, with an aim to demonstrate measurable ongoing success for our clients. With over 20yrs experience in the finance industry, Reegan is dedicated to lifelong professional learning to ensure her clients receive the highest standard of advice.

  • STEPHANIE LUITEN PRACTICE MANAGER

    Stephanie started working for Cox Financial in December 2018, although new to the financial planning field Stephanie brings with her 3 and a half years of Centrelink experience, working predominately in the Disability services Sector. Stephanie is now the Practice Manager at Cox Financial, working together with our dedicated team to improve our work processes and procedures. Stephanie also completes our Para-planning work and has completed a Diploma of Financial Planning to support her work.

  • JEANNIE SOUTHWELL CLIENT SERVICES OFFICER

    Jeannie has worked in the financial planning industry since 2002 and has widespread knowledge within the administration area. Jeannie has an understanding of the planning process from the initial appointment to completion appointment to ensure that our clients receive the best ongoing support. She is a key support of the team ensuring applications are processed in a timely manner and providing administrative assistance to advisers.

  • ANGELA BURNS CLIENT RELATIONSHIP OFFICER

    Angela started working for Cox Financial in November 2020, Angela has worked in the financial industry for a number of years. Her main focus is liaising and assisting our clients to ensure they meet their goals and objectives. Angela works as Reegan Wass' Client Relationship Officer dealing predominantly with Reegans client base, Angela works hard to ensure that these clients receive ongoing support throughout their relationship with Cox Financial.

  • Hannah Sadler CLIENT RELATIONSHIP OFFICER

    Hannah started with Cox Financial in April 2021, she brings with her 2 years of insurance and claims experience. Hannah works closely with our advisers to ensure our clients receive the best ongoing support when dealing with Cox Financial. In the near future, Hannah will be further expanding her knowledge and training by undertaking additional qualifications in the Financial Planning Field

  • BRANDON PLOZZA Research Analyst

    Brandon started working for Cox Financial in September 2019, Brandon is currently studying a Bachelor of Business majoring in Financial Planning. Brandon plays a key part in the office ensuring that all research is completed and ready for client appointments.

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