David Hodgson

Evolution Business & Personal Advisers

Platinum
17 Yrs Experience
Warners Bay, NSW 2282
I began my Financial Planning career in August 1999 and became a licenced Financial Adviser in 2005. I enjoy spending time with my family, sport and the beach in summer. I appreciate my career because it allows me to meet new people from all walks of life on a regular basis. I am friendly and easy going, but work very hard to support all existing and prospective clients. I am happy to meet all prospective clients free of charge (at our office or your house), to ascertain whether I can assist in your financial wellbeing.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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 Platinum
  • Rating 4.95
  • Number of reviews 24
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Evolution Business & Personal Advisers

Unit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.95
24 Reviews
5
4
3
2
1
4.95
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 24

Sort by

4.75

"David came to our home to discuss and explain our options. We felt comfortable with him immediately. No matter how many questions we asked he explained them clearly and with reassurance of any of our concerns without negating to explain the risks as well as the benefits.

As brand new customers we are yet to see how much our investment grows (which is the only reason for the 4.85 instead of 5 stars), but I do believe he is very experienced and trust that this will happen."

  • Superannuation
  • Shares & Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would highly recommend David. He explains my investments very clearly and understands that I like a balanced investment at my age. He has also been extremely helpful in helping me with applying to Centrelink and advising them of my assets and investments. This would be quite daunting if I had to do it myself."

  • Government Assistance
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have used David’s service for many years now and we are very confident in his expertise and advice, David is always available and has helped our family members as well during a time of loss. David advice is well thought through, documented and he will provide advice that is backed by facts and sound research."

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"...."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David knows his stuff & is a pleasure to deal with. A breath of fresh air, not your average financial advisor. He is a great listener, “down to earth” and trustworthy. He gives you full confidence that what he recommends is in your best interest for the future."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been a valued part of my life for some time now. He is friendly, approachable and not afraid to go the extra mile for a client. David explains details, and answers questions in a clear and precise manner in areas that include cash investments, superannuation, loan products, and personal budgeting. I always leave our meetings knowing what has, is and will be happening and feeling reassured that David has made decisisons in my best interests. Davis is usually available when I need to talk with him and returns phone calls promptly and I know that messages will always be passed on by the small team of people around him. I know that David will continue to be a guiding part of my financial future."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was referred by a friend and I started consulting David 5 years before my retirement. He clearly explained and and provided details of a variety of financial options for me to consider . He advised and assisted me with the sale of my parents' and also my shares. We met every couple of years to review my situation and to help keep on track with economic changes. David's advice and assistance with my Age Pension Application was invaluable, making the process simple for me. He has a friendly and very professional approach, which engenders confidence in his ability, and was flexible with appointment times to suit both of us."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David was able to explain things in a clear way, I feel the advice given was right for my needs I received David's full care and attention when I needed it"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and his team have personally looked after my financial situation now for abit over 3 years or so, we were recommended by a friend and we've not looked back. We have come to trust not only David but his team and business, which is a real accomplishment in itself when you honestly can rely on them to give genuine guidance."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has advised us for many years. He has managed our investments, loans and superannuation. He is very good at explaining simply the key points so we understand the principles and strategies. We feel confident we are in a good position financially now. He seems to be a very caring adviser."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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