SIMON ANTHONY LIDDLE

Financial Adviser · Sydney, NSW

Registered

Registration Number

000431197

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2001

Registration Date

12/06/2017

Financial Services Licensee

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Licence #000425542

📚 Qualifications & Training

2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2008 - ASX Listed Products Accreditation Course - Other - Savings Factory
2008 - SMSF Adviser Education Program - Other - Financial Essentials

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.