Financial Adviser
· BAULKHAM HILLS, NSW
Simon Jerome Hodges
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263819
Simon Jerome Hodges is a financial adviser based in Baulkham Hills, New South Wales, with 26 years of experience in the financial services industry. Simon is currently authorised under Ri Advice Group Pty Ltd. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Economics
The University of New England
2001
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2004
Master of Commerce (Finance with Banking)
The University of Sydney
2006
Certified Financial Planner
Financial Planning Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2012
ASX Accredited Listed Product Adviser Program
Kaplan Professional Education