DAVID MARK HODGSON
Financial Adviser · Warners Bay, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2016 - Certified Financial Planner (CFP) Education Program - Professional Designations - Financial Planning Association of Australia (FPA)
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.