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Welcome to Hodson Financial – Securing Your Financial Future

At Hodson Financial, we can help you

We provide a highly personal service to clients, always maintaining their best interests at heart as our paramount focus.

Our Services

Superannuation

Superannuation Services

Your superannuation is now regarded as the key element in your retirement planning.

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Retirement Planning

Pension Funds

Pension Funds are the most utilised vehicles in retirement.

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Investments

Investment Funds

Managed Investments operate very similar to superannuation funds, a balanced approach.

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Estate Planning

Estate Planning

Surprisingly many people do not address the area of wills and powers of attorney.

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Specialist Services

Tax Strategies

At Hodson Financial we have a good understanding of the various tax laws.

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Our People

Mark Hodson

Mark Hodson (Principal Adviser)

Mark, who is David’s son, is the primary adviser for the practice and joined in 2008 as a fully qualified financial adviser. Prior to this he spent over 7 years in London gaining valuable experience with a number of international fund managers, in a variety of roles directly servicing portfolio managers.

He also has a number of years’ experience here in Melbourne within the banking & funds management industry as well as a background in chartered accounting. He holds a Bachelor of Business (Accounting) as well as a Diploma of Financial Services.

Mark is highly experienced and qualified to advise on all aspects of clients’ financial affairs.

Fiona Origlia

Fiona Origlia (Adviser)

Fiona has been a member of the financial services industry since 1989 and is an experienced and fully authorised financial adviser.

She has been connected with our practice since 2014, and David and she have been associated professionally for many years before that.

Fiona is well credentialed, holding the Advanced Diploma of Financial Planning, as well as a Bachelor of Arts degree.

David Hodson

David Hodson (Director)

David is the founder and principal of the practice, which was first established in 1977.  His specialty over the years has been corporate and personal superannuation, which has built a solid base of clients who now require ongoing service for their superannuation, investment, and personal insurance needs.

David holds the Advanced Diploma of Financial Services and until recently was an authorised representative.

He now concentrates on the administrative functions of the practice.

Sue Henderson

Sue Henderson (Admin Manager)

Sue is our administration manager and has the valuable role of client file and database management so that the office systems run smoothly.

She has been connected with the business for over 20 years.

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Get in Touch

Call 03 9824 5577

mark@hodsonfinancial.com

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