Francis James Liddell
Financial Adviser in Camp Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235993
- Location
- Camp Hill QLD 4152
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 July 2020
- First provided advice
- 1993
- Qualifications
- Insurance Planning:Principles and Applications, CCH Learning (2007); Retirement Planning, CCH Learning (2007); Securities and Managed Investments, Kaplan (2017)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Francis James Liddell
Francis James Liddell is a financial adviser in Camp Hill, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000235993.
The licensee Francis advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 1 July 2020.
The register records 1993 as the year Francis first provided financial advice. Qualifications and training on file include Insurance Planning:Principles and Applications (CCH Learning, 2007), Retirement Planning (CCH Learning, 2007) and Securities and Managed Investments (Kaplan, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Francis is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Francis James Liddell a registered financial adviser?
Yes. Francis James Liddell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235993.
Which licensee does Francis James Liddell work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Francis James Liddell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."