Simon Anthony Liddle
AVANA FINANCIAL SOLUTIONS PTY LTD · Beacon Hill NSW 2100 · Advising since 2001
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000431197
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AVANA FINANCIAL SOLUTIONS PTY LTD · AFSL 516325Since 8 May 2020
- Principal business address
- Beacon Hill NSW 2100
- First year providing advice
- 2001
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMay 2020 – presentAVANA FINANCIAL SOLUTIONS PTY LTD · AFSL 516325
- CEASEDJun 2017 – May 2020MYPLANNER PROFESSIONAL SERVICES PTY LTD · AFSL 425542
- CEASEDJul 2014 – Aug 2018A.C.N. 140 520 225 PTY LTD · AFSL 345905
- CEASEDApr 2014 – Jul 2014CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD · AFSL 301642
- CEASEDNov 2012 – Apr 2014AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDMar 2010 – Aug 2012WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDMar 2004 – Mar 2010ST.GEORGE BANK LIMITED · AFSL 240997
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
ASX Listed Products Accreditation Course
Savings Factory · 2008 · Other
SMSF Adviser Education Program
Financial Essentials · 2008 · Other
Diploma of Financial Planning
Financial Planning Association of Australia · 2004 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Simon Anthony Liddle claims the profile.
Reviews
Not yet reviewed
No client has reviewed Simon Anthony Liddle on Souffle yet.
Contacting Simon Anthony Liddle
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AVANA FINANCIAL SOLUTIONS PTY LTD · AFSL 516325
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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