Financial Adviser · MALVERN, VIC

Mark David Hodson

MALVERN, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000331729

Licensee

Lifespan Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Mark David Hodson

Mark David Hodson is a financial adviser based in Malvern, Victoria, with 18 years of experience in the financial services industry since 2008. Mark is currently authorised under Lifespan Financial Planning. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Bachelor of Business from Swinburne University. Mark 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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Business

Swinburne University

2007

Diploma of Financial Services (Financial Planning)

Mentor Education

Registration History

Lifespan Financial Planning Pty Ltd

Sep 2026 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Personal Financial Services Ltd

Oct 2019 - Sep 2026 Ceased

Financial Wisdom Limited

Nov 2008 - Oct 2019 Ceased

Source: ASIC Financial Advisers Register