Financial Adviser · DOCKLANDS, VIC

Peter Hodgson

DOCKLANDS, VIC
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002061
Currently at
Docklands, VIC (firm address)

About Peter Hodgson

Peter Hodgson is a financial adviser based in Docklands, Victoria, with 14 years of experience in the financial services industry since 2012. Peter is currently authorised under Mercer Financial Advice (Australia). Peter holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Peter's qualifications include a Certified Financial Planner from FAAA. Peter 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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Business Administration and Bachelor of Commerce
Macquaire University
2011
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2018
Certified Financial Planner
FAAA
2020
Graduate Diploma of Financial Planning
Kaplan

Registration History

Dec 2022 - Present Current
Aug 2020 - Jun 2021 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
VICSUPER PTY LTD
Oct 2012 - Jun 2020 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register