David Hodgson
Financial Adviser
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About
David Hodgson is an ASIC-registered financial adviser based in Adamstown, NSW, committed to providing tailored financial solutions to help you achieve your goals. With a strong foundation built on extensive education and experience, David holds a Diploma of Financial Planning, a Master of Financial Planning from Kaplan Higher Education, and has completed the CFP Education Program. As a Certified Financial Planner (CFP) of the FAAA, David adheres to the highest ethical and professional standards. He is authorised to provide advice on a comprehensive range of financial products, ensuring you receive well-rounded guidance. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David offers expert advice and personalized strategies in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you're planning for retirement, growing your wealth, or seeking to protect your assets, David is here to help. Contact David Hodgson today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does David Hodgson offer?
David Hodgson provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you with strategies for growing your wealth, planning for retirement, and protecting your assets.
What qualifications does David Hodgson have?
David Hodgson holds a Diploma of Financial Planning, a Master of Financial Planning from Kaplan Higher Education, and is a Certified Financial Planner (CFP) of the FAAA.
What is the process of working with David Hodgson?
The process typically starts with an initial consultation to understand your financial goals and current situation. David will then develop a personalized financial plan tailored to your needs. Regular reviews and adjustments are conducted to ensure your plan remains aligned with your evolving goals.
What can I expect from a financial plan created by David Hodgson?
You can expect a comprehensive and tailored financial plan that addresses your specific goals, risk tolerance, and time horizon. The plan will include strategies for investments, retirement planning, insurance, and other relevant areas.
How does David Hodgson stay updated with the latest financial regulations?
David Hodgson regularly participates in continuing education and professional development activities. He also maintains his membership with the FAAA, ensuring that he adheres to the highest standards of ethical conduct and professionalism.
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