Financial Adviser · CAMP HILL, QLD

Francis James Liddell

33 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000235993

Francis James Liddell is a financial adviser based in Camp Hill, Queensland, with 33 years of experience in the financial services industry. Francis is currently authorised under Lifespan Financial Planning Pty Ltd. Francis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Insurance Planning:Principles and Applications from CCH Learning. Francis is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2007

Insurance Planning:Principles and Applications

CCH Learning

2007

Retirement Planning

CCH Learning

2017

Securities and Managed Investments

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Jul 2020 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Millennium 3 Financial Services Pty Ltd

Dec 2009 - Jun 2020 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register