Financial Adviser · CHELTENHAM, VIC

Michelle Liddle

CHELTENHAM, VIC

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001008276

Practice

Cultivate Wealth

Cheltenham, VIC (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Michelle Liddle

Michelle Liddle is a financial adviser based in Cheltenham, Victoria, with 11 years of experience in the financial services industry since 2015. Michelle works at Cultivate Wealth, which is licensed through Alliance Wealth. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's 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

Alliance Wealth Pty Ltd

Nov 2021 - Present Current

FINCHOICE PTY LTD

Jul 2016 - Nov 2021 Ceased

Akumin Financial Planning Pty Limited

Jun 2015 - May 2016 Ceased

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.

Akumin Financial Planning Pty Limited

May 2015 - May 2015 Ceased

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