Financial Adviser · BEACON HILL, NSW

Simon Anthony Liddle

BEACON HILL, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000431197

Currently at

Avana Financial Solutions

Melbourne, VIC (firm address)

View firm profile

Simon Anthony Liddle is a financial adviser based in Beacon Hill, New South Wales, with 25 years of experience in the financial services industry since 2001. Simon is currently authorised under Avana Financial Solutions. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Planning

Financial Planning Association of Australia

2008

ASX Listed Products Accreditation Course

Savings Factory

2008

SMSF Adviser Education Program

Financial Essentials

Registration History

Avana Financial Solutions Pty Ltd

May 2020 - Present Current

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Jun 2017 - May 2020 Ceased

A.C.N. 140 520 225 PTY LTD

Jul 2014 - Aug 2018 Ceased

CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD

Apr 2014 - Jul 2014 Ceased

Akumin Financial Planning Pty Limited

Nov 2012 - Apr 2014 Ceased

Westpac Banking Corporation

Mar 2010 - Aug 2012 Ceased

ST.GEORGE BANK LIMITED

Mar 2004 - Mar 2010 Ceased

Source: ASIC Financial Advisers Register