Financial Adviser · SOUTHPORT, QLD

Lyle Clifford

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000315075

Lyle Clifford is a financial adviser based in Southport, Queensland, with 19 years of experience in the financial services industry. Lyle is currently authorised under Count Financial Limited. Lyle 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Lyle is a member of Financial Advice Association of Australia (FAAA) and Mortgage & Finance Association of Australia (MFAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning)
Tribeca
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Diploma of Finance & Mortgage Broking
Intellitrain
2016
Margin Lending
AAMC Group
2016
Self-Managed Super Funds
Kaplan Professional
2020
ASX Listed Products Accreditation Course
LPAC Online

Registration History

Sep 2025 - Present Current
May 2016 - Sep 2025 Ceased
SUNCORP FINANCIAL SERVICES PTY LTD
Dec 2011 - May 2016 Ceased
Superannuation excludes SMSF Advice
SUNCORP FINANCIAL SERVICES PTY LTD
Nov 2007 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register