Simon Anthony Liddle – Financial Adviser

Adviser identifying number: 431197
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: MYPLANNER AUSTRALIA PTY LTD
Licence number: 345905
Licensee’s ABN: 28140520225
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MYPLANNER AUSTRALIA PTY LTD
Authorised Representative identifying number: 345905
Authorised Representative’s ABN: 28140520225

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • ASX Listed Products Accreditation Course – Savings Factory & ASX
  • ASX Listed Products Accreditation Course – Savings Factory & ASX
  • Diploma of Financial Planning – Financial Planning Association
  • Diploma of Financial Planning – Financial Planning Association
  • Margin Lending 928S – Kaplan
  • Margin Lending 928S – Kaplan
  • SMSF Adviser Education Program – Financial Essentials
  • SMSF Adviser Education Program – Financial Essentials

Relevant memberships of professional bodies or industry associations:

Simon Anthony Liddle is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility