Financial Adviser
· MELBOURNE, VIC
David Liddle
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005359
David Liddle is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry since 2002. David is currently authorised under Jbwere Ltd. David holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Accounting) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business (Accounting)
Monash University
2001
Graduate Diploma in Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register