Financial Adviser · CAMP HILL, QLD

Lyle Clifford

CAMP HILL, QLD

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000315075

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

About Lyle Clifford

Lyle Clifford is a financial adviser based in Camp Hill, Queensland, with 19 years of experience in the financial services industry since 2007. Lyle is currently authorised under Akumin Financial Planning. Lyle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lyle's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Lyle is a member of Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2008

Certificate IV Financial Services (Finance/Mortgage Broking)

Kaplan Higher Education Pty Limited

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2013

Diploma of Finance and Mortgage Broking Management

Intellitrain Pty Ltd

2016

Margin Lending

AAMC Training Group

2016

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jul 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Count Financial Limited

Sep 2025 - Jun 2026 Ceased

GPS Wealth Ltd

May 2016 - Sep 2025 Ceased

SUNCORP FINANCIAL SERVICES PTY LTD

Dec 2011 - May 2016 Ceased

Superannuation excludes SMSF Advice

SUNCORP FINANCIAL SERVICES PTY LTD

Nov 2007 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register