David Mark Hodgson
Financial Adviser in Kotara, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231449
- Location
- Kotara NSW 2289
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 16 March 2024
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Planning (8 units), Financial Planning Association of Australia (FPA) (2005); Margin Lending & Geared Investments, Kaplan Professional (2010); Certified Financial Planner (CFP) Education Program, Financial Planning Association of Australia (FPA) (2016); Master of Financial Planning, Kaplan Higher Education (2020); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2021)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Mark Hodgson
David Mark Hodgson is a financial adviser in Kotara, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000231449.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 16 March 2024.
According to the register, David first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Planning (8 units) (Financial Planning Association of Australia (FPA), 2005), Margin Lending & Geared Investments (Kaplan Professional, 2010) and Certified Financial Planner (CFP) Education Program (Financial Planning Association of Australia (FPA), 2016). David is recorded as a member of Certified Financial Planner (CFP) of FAAA.
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Mark Hodgson a registered financial adviser?
Yes. David Mark Hodgson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231449.
Which licensee does David Mark Hodgson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Mark Hodgson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.