About Us
At Hodgson Financial Planning we:
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are passionate about providing exceptional client service
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have a desire to understand what makes people tick
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have a willingness to uncover the issues people face
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possess the expertise and enthusiasm to provide suitable solutions
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appreciate the security that long-term planner/client partnerships provide.
Introducing David, a proud Novocastrian with 25 years experience in the financial planning industry.
David has an unwavering commitment to his clients and thrives on a deep understanding of each client's unique circumstances, goals and aspirations.
Renowned for his exceptional, personalised service, clients value David’s transparent, honest and ethical approach to financial planning, as well as his ability to make the complex simple.
David’s relaxed and personable approach further endears him to his clients.
Clear, effective and timely communication are priorities of David's, and he recognises that regular touch points and ongoing support is absolutely fundamental to the success of every client relationship.
David's reputation and expanding client base are predominately the result of word-of-mouth recommendations. This is a testament to the deep appreciation his clients have for his pressure-free advice and friendship.
With qualifications including an Advanced Diploma and a Masters in Financial Planning, as well as the internationally recognised Certified Financial Planner credential, David strives for excellence in every facet of his profession and his expertise is invaluable.
When he's not navigating the complexities of financial planning with clients, David is an avid sports enthusiast, enjoying regular participation and spectating.
He also enjoys the beach and travel and values quality time spent with family and friends.
If you are interested in speaking with David about your situation, please complete the contact form below or phone David on 0401 936 224. Alternatively you can email the office at admin@hodgsonfinancialplanning.com.au
David Hodgson is an authorised representative (231449) of Alliance Wealth Pty Ltd (AFSL 449221).