PAUL HODSON (Adviser# 000293169) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is May 25, 2012.
| Register Name | Financial Advisers |
| Adviser Name | PAUL HODSON |
| Adviser Number | 000293169 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000303138 ABBOTTS WEALTH MANAGEMENT PTY LTD |
| Licence ABN | 71105243730 |
| Licence Controlled By | Paul Hodson Family Trust |
| Adviser Start Date | 2012-05-25 |
| Appointing Representative Name | ABBOTTS WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000303138 |
| Appointing Representative ABN | 71105243730 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner Course | Financial Planning Association |
| Margin Lending & Geared Investments | Kaplan |
| PS146 Compliance | Managed Investments 994 - Securities Institute of Australia |
| PS146 Compliance | Superannuation 996 - Securities Institute of Australia |
| Self Managed Super Fund Course | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000303138 |
ABBOTTS WEALTH MANAGEMENT PTY LTD
Licence controlled by: Paul Hodson Family Trust |
2012-05-25 - | ABBOTTS WEALTH MANAGEMENT PTY LTD |
| 000247105 |
SENTRY FINANCIAL PLANNING PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2009-09-21 - 2012-05-24 | PAUL HODSON |
| Licence Name | ABBOTTS WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000303138 |
| Licence ABN | 71105243730 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GRAHAM BRIAN EINTRACHT | Abbotts Wealth Management Pty Ltd | Ceased | 2016-11-17 |
| BRIONY KNOTT | Abbotts Wealth Management Pty Ltd | Current | 2016-08-09 |
| DAVID CRANSTON DRAKE | Abbotts Wealth Management Pty Ltd | Current | 2006-09-22 |
| CHRISTOPHER HIGHAM | Abbotts Wealth Management Pty Ltd | Current | 2006-09-22 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GRAHAM BRIAN EINTRACHT | Abbotts Wealth Management Pty Ltd | Ceased | 2016-11-17 |
| BRIONY KNOTT | Abbotts Wealth Management Pty Ltd | Current | 2016-08-09 |
| DAVID CRANSTON DRAKE | Abbotts Wealth Management Pty Ltd | Current | 2006-09-22 |
| CHRISTOPHER HIGHAM | Abbotts Wealth Management Pty Ltd | Current | 2006-09-22 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.