Simon Jerome Hodges
Financial Adviser in Baulkham Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263819
- Location
- Baulkham Hills NSW 2153
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 21 February 2004
- First provided advice
- 2000
- Qualifications
- Bachelor of Economics, The University of New England (2000); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2001); Master of Commerce (Finance with Banking), The University of Sydney (2004); Certified Financial Planner, Financial Planning Association of Australia Limited (2006); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds, Kaplan Professional Education (2011); ASX Accredited Listed Product Adviser Program, Kaplan Professional Education (2012)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Jerome Hodges
On the Financial Advisers Register kept by ASIC, Simon Jerome Hodges appears as a current financial adviser in Baulkham Hills, New South Wales, adviser number 000263819.
Simon provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 21 February 2004.
According to the register, Simon first provided financial advice in 2000. The qualifications listed for Simon include Bachelor of Economics (The University of New England, 2000), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2001) and Master of Commerce (Finance with Banking) (The University of Sydney, 2004).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Simon Jerome Hodges a registered financial adviser?
Yes. Simon Jerome Hodges is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263819.
Which licensee does Simon Jerome Hodges work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Simon Jerome Hodges give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.