Simon Jerome Hodges – Financial Adviser

Adviser identifying number: 263819
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: RI ADVICE GROUP PTY LTD
Licence number: 238429
Licensee’s ABN: 23001774125
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 01/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RI ADVICE GROUP PTY LTD
Authorised Representative identifying number: 238429
Authorised Representative’s ABN: 23001774125

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Economics – University of New England
  • Certified Financial Planner – FPA
  • Diploma of Financial Planning – FPA
  • Master of Commerce (Finance with Banking) – University of Sydney
  • SMSF – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Simon Jerome Hodges is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility