Hudson Gore Financial Services was formed in 1997 by our Managing Director Mr Paul Hudson. The company focuses on achieving our client’s medium and long term financial goals through structured and innovative planning processes for individuals and small businesses.
Testament to our successful relationship with our clients is the fact that all of our current clients are referrals from existing clients or service operators. Our core belief is that we are a service company and that our obligation to our clients is to review and alter strategies in line with their changing circumstances. We believe this sets us apart from many sales focused financial services companies.
Our industry leading expertise in regards to Self Managed Superannuation Funds (SMSF) has been well recognised. We are strong advocates for the value that can be added through strategies in this environment.
The company has many awards including (through our principal) IFA adviser of the year 2003 & 2005 and Investment adviser of the year 2006. Hudson Gore has won the Millennium3 Financial Services NSW 2010 and 2011 practice of the year award and Paul Hudson has won the Millennium3 NSW 2010 and 2011 Adviser of the year award.
Meet the TEAM
BSc, Dip Fin Pl, Adv Dip Fin Pl, CFP*
Paul founded Hudson Gore in 1996 after starting his financial services career at Westpac in 1985. Paul graduated from Canberra University before completing his postgraduates from Deakin University. Paul has built the business which now has a client base stretching around the world with a focus on strategy, service & education rather than product & sales. Paul has achieved his Certified Financial Planner status in 2003 which is the highest industry designation which can be bestowed by the Financial Planning Association (FPA). Paul has won many industry awards which recognize his expertise and standing within the industry.
Paul is married with 2 young boys and is keen cricket & AFL supporter.
Dip Fin Mar, Adv Dip Fin Pl
Michael has been advising people on their finances for over 20 years. In that time he has helped Centrelink clients with their pensions, superannuation, retirement & particularly funding and access to Aged Care. Similarly he spent some years with Dept. of Veterans’ Affairs helping war veterans with all aspects of their financial lives again concentrating on assisting veterans & their families through the maze of the Aged Care system. This meant assisting with;
- Dealing with hospitals,
- Aged Care Assessment Teams (ACATs)
- Retirement Villages,
- Government Departments,
- Banks and investment houses,
- Advised on regards to shares, properties, & other investments.
Michael was the “one stop shop” for people when they approached the complexity of Aged Care.
Michael is also experienced in advising clients on all aspects of personal and business insurance. He has assisted clients in ensuring their wealth is protected through life, TPD, Trauma and Income protection cover. He has helped clients through the claims process resulting in lump sum payments when they needed it most.
Michael is married with 2 teenage boys and is an avid Rugby fan.
B App.Sc Dip Fin Pl. ALPA
After being a long term client of Hudson Gore, Ian retrained and joined the business. Having spent over 15 years in operations management with companies such as Smorgon’s and Southcorp, he has managed businesses with turnovers in excess of $60m. Ian literally understands how good businesses tick from the inside out – great training for someone who will manage your investments! Ian has an analytical background from his science degree and has furthered this with postgraduate business studies.
Originally born and bred in Sydney, Ian moved to Tamworth in 2000 for his next operations management assignment. Shortly thereafter he co-founded the Tamworth Hudson Gore business which has had exponential growth. In the business world, Ian brings a high level of acumen and can a provide great insight for small business operators.
Ian’s family are now passionate about their rural life and the opportunities and challenges it presents. His three sons have developed skills in many sports (including surfing – in Tamworth?! Sadly, he is a diehard AFL supporter; Essendon being his team of choice. Ian completed his Diploma of Financial Services, and spends a significant amount of time in Sydney at investor briefings and seminars. Combined with Paul and Michael we ensure that our regional office has the up to date information and advice that can normally only be offered from larger city based firms.
CPA, BComm, AFS Representative No. 001240883, Assoc Dip Bus
Michelle has been working as an SMSF accountant for over 11 years, advising on all aspects of the life cycle of an SMSF. She can work with clients to develop both short and long term strategies relevant to their stage of life and circumstances.
Having recently completed the educational and training requirements to become listed on the ASIC Australian Financial Services Representative Register as an authorized representative of Hudson Gore Pty Ltd, Michelle is able to advise on areas such as :
- Establishment of an SMSF
- Administration and reporting
- Financial statement preparation and tax return preparation
- Tax Planning and compliance
- Pensions and retirement
- Advice on trustee roles and responsibilities
- Impact of legislative changes
Michelle lives in Tamworth and was born and raised in the country. She is kept busy with a 12 year old son and an 8 year old daughter. Having had to take an early retirement from netball due to a knee injury, she now lives vicariously through her daughter by coaching her team.
We aim to empower the individual to achieve their life goals through innovative financial solutions
Suite 402, Level 4, 88 Foveaux St, Surry Hills NSW 2010
PO BOX 1899 Bondi Junction NSW 2022
Ph: (02) 9211 0111