WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
SH

Sam Hodder

Financial Adviser

Wealth Retirement Management Pty Ltd
Brighton, VIC 3186

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Investment strategies Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000380552

Verify on ASIC Register

Authorised Representative Number

000302854

Verify on MoneySmart Register

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.

Get in Touch

Contact Sam directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.