Shaun Liddicoat
Financial Adviser
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About
Shaun Liddicoat is an ASIC-registered financial adviser based in Highton, Victoria, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Bachelor of Finance and a Bachelor of Science from Latrobe University, complemented by an Advanced Diploma of Financial Planning, Shaun possesses a robust educational foundation for providing expert financial guidance. Shaun is authorised to provide advice on a wide range of financial products, ensuring that clients receive holistic and well-informed recommendations. His expertise covers superannuation advice, insurance solutions, wealth management strategies, and retirement planning, as well as investment life insurance, life risk insurance, securities, and retirement savings accounts. Key services include: • Superannuation advice, optimising your retirement savings. • Insurance solutions, protecting you and your family from unforeseen events. • Wealth management strategies, growing your assets and achieving your financial goals. • Retirement planning, ensuring a comfortable and secure future. • Investment advice, carefully designed to align with your risk profile and objectives. Ready to take control of your financial future? Contact Shaun Liddicoat today for a consultation and personalised financial advice.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Shaun Liddicoat offer?
Shaun Liddicoat provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts. He offers tailored strategies to help you achieve your specific financial goals.
What qualifications does Shaun Liddicoat have?
Shaun holds a Bachelor of Finance and a Bachelor of Science from Latrobe University, as well as an Advanced Diploma of Financial Planning. These qualifications equip him with the knowledge and skills to provide expert financial advice.
How does Shaun Liddicoat approach financial planning?
Shaun takes a personalised approach to financial planning, understanding your unique circumstances and goals before developing tailored strategies. He focuses on building long-term relationships and providing ongoing support.
What can I expect during my first meeting with Shaun Liddicoat?
During your initial consultation, Shaun will discuss your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Shaun is the right financial adviser for you.
Why is it important to seek advice from an ASIC-registered financial advisor like Shaun?
Seeking advice from an ASIC-registered financial advisor ensures that you are working with a qualified and regulated professional. ASIC registration provides assurance that the advisor meets certain standards of competence, ethical conduct, and consumer protection.
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