Terry Hodge
Financial Adviser in Ballarat Central, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000789
- Location
- Ballarat Central VIC 3350
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 20 November 2020
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2011); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2011); SMSF Core Course, DBA Network Pty Ltd (2017); Accredited Aged Care Professional, Aged Care Steps (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Terry Hodge
Terry Hodge is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballarat Central, Victoria (adviser number 001000789).
The licensee Terry advises under is Financial Index Australia Pty Ltd (AFS licence 240559). The register also lists Findex Advice Services Pty Ltd (licence 243253). That authorisation dates from 20 November 2020.
According to the register, Terry first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2011) and Certified Financial Planner (CFP®) (Financial Planning Association of Australia (FPA), 2011). Terry is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Terry Hodge a registered financial adviser?
Yes. Terry Hodge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000789.
Which licensee does Terry Hodge work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Terry Hodge give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.