David Hodson & Associates PTY LTD 19 Milton Parade, Malvern, Victoria 3144

Welcome to David Hodson & Associates PTY LTD, a reputable establishment located at 19 Milton Parade, Malvern, Australia. We are a trusted financial institution that specializes in helping individuals plan for a secure retirement.

In today's world, your superannuation is considered the cornerstone of your retirement planning. At David Hodson & Associates, we understand the importance of pension funds as the most utilized vehicles for retirement. We also offer managed investments that operate similarly to superannuation funds, providing a balanced approach to financial planning.

We recognize that not everyone requires life and disability insurance, and our team of experts at Hodson Financial can help you assess your specific needs. With a deep understanding of various tax laws, we can provide tailored advice to optimize your financial situation.

Our dedicated team is committed to putting your best interests first. Mark, David's son, is the primary adviser at our practice. With years of experience in the financial industry, both in Melbourne and internationally, Mark is well-equipped to provide comprehensive financial advice. He holds a Bachelor of Business in Accounting and a Diploma of Financial Services.

Fiona, an experienced and fully authorized financial adviser, has been a valued member of our team since 2014. She holds an Advanced Diploma of Financial Planning and a Bachelor of Arts degree. David, the founder and principal of our practice, has been serving clients since 1977. With expertise in corporate and personal superannuation, David has built a loyal clientele who rely on our ongoing service for their investment, superannuation, and insurance needs.

Our administration manager, Sue, ensures that our office systems run smoothly, handling client file and database management. We pride ourselves on providing a highly personal service to our clients, ensuring that their financial future is secure.

If you would like to learn more about our services or schedule a consultation, please visit our website at www.hodsonfinancial.com or contact our office at 03 9824 5577. We look forward to assisting you in achieving your financial goals.