SIMON JEROME HODGES
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2000 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of New England
2001 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2004 - Master of Commerce (Finance with Banking) - Masters Degree (AQF 9) - The University of Sydney
2006 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2011 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2012 - ASX Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
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.