Simon Anthony Liddle
Financial Adviser in Beacon Hill, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000431197
- Location
- Beacon Hill NSW 2100
- Licensee
- Avana Financial Solutions Pty Ltd (AFSL 516325)
- Authorised since
- 8 May 2020
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2004); ASX Listed Products Accreditation Course, Savings Factory (2008); SMSF Adviser Education Program, Financial Essentials (2008)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Simon Anthony Liddle
On the Financial Advisers Register kept by ASIC, Simon Anthony Liddle appears as a current financial adviser in Beacon Hill, New South Wales, adviser number 000431197.
Advice is given under the Australian financial services licence of Avana Financial Solutions Pty Ltd, licence number 516325. That authorisation dates from 8 May 2020.
The register records 2001 as the year Simon first provided financial advice. The qualifications listed for Simon include Diploma of Financial Planning (Financial Planning Association of Australia, 2004), ASX Listed Products Accreditation Course (Savings Factory, 2008) and SMSF Adviser Education Program (Financial Essentials, 2008).
The authorisation covers advice 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.
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Questions people ask
Is Simon Anthony Liddle a registered financial adviser?
Yes. Simon Anthony Liddle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000431197.
Which licensee does Simon Anthony Liddle work under?
Avana Financial Solutions Pty Ltd, Australian financial services licence 516325.
What can Simon Anthony Liddle 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.