Sam Hodder
Financial Adviser
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About
Sam Hodder is an ASIC-registered financial adviser dedicated to helping individuals and families in Brighton, VIC, achieve their financial goals. With a Graduate Diploma in Applied Finance from the Securities Institute (1999) and a Diploma of Financial Services (Financial Planning) from Kaplan (2005), Sam possesses a strong foundation in financial principles. Further qualifications include a Certificate IV in Financial Services (Finance/Mortgage Broking) from Traineeship Management Australia (TMA) (2009), Margin Lending and Geared Investments certification from Kaplan (2010) as well as Commercial Law and Tax for Financial Advising certifications from Kaplan Professional (2025). Sam is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. This encompasses Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Sam Hodder today for a consultation and personalized financial plan.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sam Hodder offer?
Sam Hodder provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Sam Hodder have?
Sam Hodder holds a Graduate Diploma in Applied Finance, a Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance/Mortgage Broking), and certifications in Margin Lending and Geared Investments, Commercial Law and Tax for Financial Advising.
What is the process of working with Sam Hodder?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a personalized financial plan. Sam will then work with you to implement the plan and provide ongoing support.
What can I expect from a consultation with Sam Hodder?
During a consultation, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals, and an explanation of how Sam can help you achieve those goals.
Does Sam Hodder work with self-managed super funds (SMSFs)?
Yes, Sam Hodder can provide advice related to superannuation, which may be relevant to individuals with SMSFs. Contact Sam to discuss your specific needs.
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