Financial Adviser · ADAMSTOWN, NSW

David Mark Hodgson

ADAMSTOWN, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000231449

Currently at

Hodgson Financial Planning

Bundall, QLD (firm address)

View firm profile

About David Mark Hodgson

David Mark Hodgson is a financial adviser based in Adamstown, New South Wales, with 21 years of experience in the financial services industry since 2005. David is currently authorised under Alliance Wealth, operating through Hodgson Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner (CFP) Education Program from Financial Planning Association of Australia (FPA). David is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Planning (8 units)

Financial Planning Association of Australia (FPA)

2010

Margin Lending & Geared Investments

Kaplan Professional

2016

Certified Financial Planner (CFP) Education Program

Financial Planning Association of Australia (FPA)

2020

Master of Financial Planning

Kaplan Higher Education

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Mar 2024 - Present Current

Count Financial Limited

Jul 2003 - Mar 2024 Ceased

Source: ASIC Financial Advisers Register