Financial Adviser
· CHELTENHAM, VIC
Michelle Liddle
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008276
Michelle Liddle is a financial adviser based in Cheltenham, Victoria, with 11 years of experience in the financial services industry. Michelle is currently authorised under Alliance Wealth Pty Ltd. Michelle 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 Bachelor of Engineering with Honours (Metallurgical Engineering) from Royal Melbourne Institute of Technology (RMIT). Michelle 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Engineering with Honours (Metallurgical Engineering)
Royal Melbourne Institute of Technology (RMIT)
2015
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2015
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Tier 1 Margin Lending
Other - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
FINCHOICE PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register