Grant Hodgins Email & Phone Number

Grant has been employed in the financial services industry all his working life. He cut his teeth at NAB developing strong verbal and written communication skills while at the same time learning the value of money and building wealth strategies. He progressed and quickly developed his full skill set with various stints at AXA (formerly National Mutual) and Prudential where he specialised in Superannuation and Investment strategies.Areas of Practice: Tax and Financial Planning Superannuation & Retirement Strategies Centrelink Qualification Private Wealth Creation Strategies Investment and Risk Management inc income protectionIn 1995, Grant joined Financial Planning & Life Pty Ltd (now Advantage One) to provide para-planning and client support services and became an owner and Director in 2000.He has proven skills in the areas of: Tax and Financial Planning Centrelink Qualification Private Wealth CreationGrant holds a Diploma in Financial Planning issued by the Financial Planning Association of Australia (FPA) in conjunction with Deakin University and a Diploma of Superannuation Management issued by the Association of Superannuation Funds of Australia (ASFA) in conjunction with Macquarie University. He also holds the international designation of Certified Financial Planner (CFP) practitioner.

Listed skills include Financial Services, Investment Strategies, Superannuation, Wealth, and 20 others.

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  Director

  Advantage One Integrated Financial Services

  Jan 1995 - Present - Adelaide, Australia

  “At Advantage One we focus firmly on your long term success.”This means taking a holistic view of your financial affairs and the environment in which you operate, rather than merely focusing on any one aspect.We provide an integrated range of business and financial services, individually tailored to your personal and business needs.Grant has been employed in the financial services industry all his working life. Initially employed by the National Australia Bank, Grant developed strong written and verbal communication skills while at the same time learning the value of money and the importance of building wealth. In 1990 Grant joined National Mutual (AXA) to provide administration and Adviser / Client support for the National Mutual Corporate Superannuation plans. From National Mutual, Grant joined Prudential in 1993 to provide administration support on Prudential's full range of Superannuation and Personal Investments.Areas of Practice:Financial PlanningSuperannuation & Retirement StrategiesCentrelink QualificationAged Care (Accredited Specialist Advisor) Wealth Creation StrategiesGrant's roles with both National Mutual and Prudential has provided him with a thorough knowledge on the taxation and management issues as they relate to Superannuation.In 1995, Grant joined Financial Planning & Life Pty Ltd to provide para-planning and client support services. Grant provides financial planning advice as an Authorised Representative (No. 223015) of Matrix Planning Solutions, the holder of Australian Financial Services License No. 238256.He has proven skills in the areas of:Financial PlanningCentrelink QualificationAged CareWealth Creation