OLIVIA HODGE

Financial Adviser ยท Carlton, VIC

Registered

Registration Number

001255827

Registration Status

Registered

Location

Carlton, VIC 3053

Providing Advice Since

2017

Registration Date

27/06/2017

Financial Services Licensee

BELL PARTNERSHIP FP PTY LTD

Licence #000289821

๐Ÿ“š Qualifications & Training

2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Higher Education
2018 - Self Managed Superannuation Funds - Other - Kaplan Higher Education
2018 - Tier 1 Margin Lending -Personal Advice - Other - Kaplan Higher Education
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2022 - TASACL - Commercial Law - Other - Kaplan Higher Education

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.