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Megan Hodge

 Megan Hodge

Share profile:
11 Adelaide Road
Gawler
SA
5118
AU

Overview CONTACT THE ADVISER

Megan Hodge Megan Hodge

total Reviews

12

Experience

6yrs

Status

Gold

Overall Adviser Rating

82

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Charter Financial Planning
Charter Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $990
  • Ongoing Advice starting from $1800

Latest Customer Reviews (3 of 12 total)See all

"I cannot speak highly enough of the service my wife and I have received on every meeting. The professionalism Megan displays in all of our dealings allows us to feel completely secure in the belief that our requirements could not be in better hands. Always a pleasure to deal with and very sensitive to our personal situation, I would not hesitate to recommend Megan to anyone needing help with any of the services offered."

Kym, 56-65 5 Jul 2018

"Very happy with the complete service provided so far, by Megan, her knowledge , follow up and professionalism has been outstanding. I look forward to a long financially beneficial relationship. "

steve, 46-55 28 Jun 2018

"We originally went to Megan to sort out some Military Super and found she was a great help in leading us in the right direction and preparing all the documents we needed. She has also helped us with our future retirement and sorted through our Super. She is very approachable and easy to chat with which makes sorting through these issues very easy. She has definitely set us on track of a happy future."

Cathrine, 56-65 26 Jun 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 6 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

11 Adelaide Road, Gawler
SA 5118 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 12 Total Reviews
Kym, 56-6505 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I cannot speak highly enough of the service my wife and I have received on every meeting. The professionalism Megan displays in all of our dealings allows us to feel completely secure in the belief that our requirements could not be in better hands. Always a pleasure to deal with and very sensitive to our personal situation, I would not hesitate to recommend Megan to anyone needing help with any of the services offered."

steve, 46-5528 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy with the complete service provided so far, by Megan, her knowledge , follow up and professionalism has been outstanding. I look forward to a long financially beneficial relationship. "

Cathrine, 56-6526 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We originally went to Megan to sort out some Military Super and found she was a great help in leading us in the right direction and preparing all the documents we needed. She has also helped us with our future retirement and sorted through our Super. She is very approachable and easy to chat with which makes sorting through these issues very easy. She has definitely set us on track of a happy future."

Sarah, Under 3525 Jun 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We couldn't be happier with the service Megan has provided us with! We would not hesitate to recommend her to anybody and will definitely be doing so in the future. "

Scott, Under 3528 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"It started with a recommendation from a client on mine. Happy to say Megan went above and beyond and was a wealth of knowledge and made me feel secure that she had sought the insurance that was right for myself and my company. Thanks again Megan."

Shane, 35-4512 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I would highly recommend Megan to anyone looking for an adviser. She is very friendly and easy to talk to, Megan has a wealth of knowledge and explains things in a way which is easy to understand."

Sasha, Under 3505 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Megan is a friendly, approachable and professional advisor. She explained things in a way that we were able to understand and made the whole process very easy. She was always prompt with contact and progressing our application. We could not recommend her highly enough and have already passed her details to several of our friends. Thanks Megan and we are looking forward to continuing our advisor relationship with her in going forward. "

Kristi , 35-4505 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We feel more aware and in control of our finances now and know that we are going in the right direction, but most importantly, we know that our family will be taken care of in any situation that might arise. "

Micheal , 35-4525 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very professional , highly recommended , really does care "

Brenton, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Megan is very friendly, welcoming, professional & informative. Her product knowledge is amazing. Megan has the ability to explain all information & advice in a way that is easy to understand. I feel financially confident after my appointments with Megan & I look forward to continued service & ongoing advice from her. I highly recommend Megan to anyone seeking financial advice, including budgeting, easing into retirement and much more."

Janet, 65+18 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Megan was very professional in assisting me in the transfer from work to retirement with navigating Centrelink requirements and rolling over my superannuation into a part pension payment. Megan was very prompt in rely to questions regarding my financial requirement for retirement. "

Nicole, 46-5516 Aug 2017
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"I found Megan to be very helpful, friendly and professional at all times. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

CHARTER FINANCIAL PLANNING LIMITED
FINANCIAL WISDOM LIMITED

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
8
Customers

#2
Building Super
STRENGTH
7
Customers

#3
Preparing For Retirement
STRENGTH
6
Customers

#4
Tax Effective Strategies
STRENGTH
5
Customers

#5
Household Budgeting
STRENGTH
3
Customers

#5
Savings Investment
STRENGTH
3
Customers

x

Overall rating

82%

Megan Hodge

Company: Charter Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Megan Hodge is a member of and in what capacity, the licensee or company of Megan Hodge and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Megan Hodge (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%