Financial Adviser
· MIDDLE BROOK, NSW
Benjamin Hodges
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000306667
Benjamin Hodges is a financial adviser based in Middle Brook, New South Wales, with 20 years of experience in the financial services industry. Benjamin is currently authorised under Alliance Wealth Pty Ltd. Benjamin 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 Bachelor of Business from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business
University of Newcastle
2006
Diploma of Financial Services (Financial Planning)
AMP Financial Services (RTO)
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Fellow Chartered Financial Practitioner Program
AFA (Kaplan Professional)
2021
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2022
SMSF Regulation and Taxation Course (FPE020)
Kaplan Higher Education
2022
Tax for Financial Advising Course (TFAv1)
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register