Financial Adviser
· BALLARAT CENTRAL, VIC
Terry Hodge
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000789
Terry Hodge is a financial adviser based in Ballarat Central, Victoria, with 25 years of experience in the financial services industry. Terry is currently authorised under Financial Index Australia Pty Ltd. Terry 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 (CFP) from Financial Planning Association of Australia (FPA). Terry is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2017
SMSF Core Course
DBA Network Pty Ltd
2018
Accredited Aged Care Professional
Aged Care Steps