Jacqueline Hodges

Hq Wealth

Silver
6 Yrs Experience
Coorparoo, QLD 4151
Jacqueline Hodges is an independent financial expert with over 20 years experience in small business, investor and SMSF advisory. She has been working in the SMSF sector since 1998.In 2005, she became one of Australia's earlier SMSF Specialist Advisers. With a strong focus on training, backed by a Master of Taxation, Jacqueline has provided training and expert advice to accounting firms throughout Australia and also on the National Tax Liaison Group chaired by the Commissioner of Taxation. She has written numerous articles on taxation and was a contributing editor of the annual Tax Summary. Recognising the need to provide extended advice to clients, Jacqueline became an authorised representative of Dover financial Advisers in 2016. Jacqueline's professional experience in buisness, investments and taxation, combined with her personal integrity, passion for helping others succeed, ensures she builds trusted relationships with her clients.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Taxation
  • Language spoken
    • English

Hq Wealth

Suite 4, 262 Old Cleveland Road
Coorparoo, QLD 4151

Licensed by

Wealth Today Pty Ltd

AFSL 340289

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
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5.00

"Jacqueline's knowledge of SMSF and taxation strategies has truly impressed me. I feel confident in her knowledge and trust her advice."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Tax Strategies

Qualifications & Training

Master of Taxation

Level
9 - Masters Degree
Institution
University of Melbourne (UOM)
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
McMasters' Training
Completed
2015

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
1998

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate

Scottish Public Pensions Agency (SPPA)

Membership type
Member

The Tax Institute

Membership type
Member
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