Damian Liddell
Financial Adviser
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About
Damian Liddell is an ASIC-registered financial adviser based in Bendigo, Victoria, dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce from Deakin University (2001) and a Diploma of Financial Planning from the FPA (2003), Damian has built a strong foundation of knowledge and expertise. He further enhanced his skills with a Cavendish & ICFS Specialist SMSF course from the University of Adelaide (2013) and accreditation as an Aged Care Professional from Aged Care Steps (2019). Damian stays up-to-date with industry standards, completing FPC002B Ethics and Professionalism in Financial Advice (2021). As a member of the Financial Advice Association of Australia (FAAA) and holding SSA – SMSF Specialist Accreditation (SPAA), Damian adheres to a high standard of ethical conduct. He is authorized to provide advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • SMSF advice • Aged Care advice Whether you're planning for retirement, managing your investments, or seeking guidance on aged care, Damian can provide tailored advice to meet your unique needs. Contact Damian today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Damian Liddell offer?
Damian Liddell specialises in providing advice on superannuation, insurance, wealth management, retirement planning, SMSFs and Aged Care. He can also advise on other investment products to help you achieve your financial goals.
What qualifications and memberships does Damian Liddell hold?
Damian holds a Bachelor of Commerce, a Diploma of Financial Planning, and specialist accreditation in SMSFs and Aged Care. He is a member of the Financial Advice Association of Australia (FAAA) and holds SSA – SMSF Specialist Accreditation (SPAA).
How does Damian Liddell approach financial planning?
Damian takes a client-centered approach, focusing on understanding your individual needs and goals to develop a personalised financial plan that helps you achieve long-term success. He believes in building strong, lasting relationships with his clients based on trust and open communication.
What can I expect during my first consultation with Damian?
During your initial consultation, Damian will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs, ensuring you have a clear understanding of the options available to you.
How can Damian help me plan for my retirement?
Damian can help you create a comprehensive retirement plan that considers your current savings, projected income needs, and desired lifestyle. He can also provide advice on superannuation strategies, investment options, and strategies for maximising your retirement income.
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