Data sourced from ASIC Financial Advisers Register
Financial Adviser · CROYDON, VIC

Katie Louise Hodgson

CROYDON, VIC
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001249541
Licensee
Madison Financial Group
Maroochydore, QLD (licence address on ASIC register)
View licensee

About Katie Louise Hodgson

Katie Louise Hodgson is a financial adviser based in Croydon, Victoria, with 10 years of experience in the financial services industry since 2016. Katie is currently authorised under Madison Financial Group. Katie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katie's qualifications include a Bachelor of Commerce from Deakin University. Katie 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 Deposit Products Government Bonds

Restrictions: Superannuation excluding Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2001
MLC101 Business Law
Deakin University
2006
Bachelor of Commerce
Deakin University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2025
Client Engagement Skills FPC007B
Behavioural Finance - Kaplan Professional
2025
Economic and Legal Context for Financial Planning FPC001B
Regulation & Legal Obligations - Kaplan Professional
2025
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan Professional
2025
Superannuation and Retirement Advice FPC003
Kaplan Professional

Registration History

Madison Financial Group Pty Ltd
May 2022 - Present Current
Superannuation excluding Self Managed Superannuation Funds
Psk Advisory Services Pty Ltd
Nov 2016 - Apr 2022 Ceased
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