Mark Liddell Email & Phone Number
Senior Superannuation Advisor @ Cbus Super Fund
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Mark Liddell Location
- Melbourne, VIC, AU
Mark Liddell Work
- 2019 -now Senior Superannuation Advisor @
- 2017 -2019 Senior Advisor @
- 2016 -2017 Director and Financial Planner @
- 2011 -2015 Senior Financial Advisor @
- 2002 -2010 Associate Advisor @ Godfrey Pembroke Doncaster
- 2006 -2008 Associate Advisor @ DMS Financial Planning
Mark Liddell Education
- Financial Planning Association (Australia)
CFP
2018-2023 - FASEA 2020-2020
- Integrity Education Group 2016-2017
- Deakin University
Diploma Financial Services
2004-2006 - Victoria University
Bachelor of Business
2000-2002 - Caulfield Grammar School
Mark Liddell Skills
- Investments
- Finance
- Insurance
- Mutual Funds
- Strategic Financial Planning
- Pensions
- Asset Management
- Financial Risk
- Relationship Management
- Income Protection
- Banking
- Equities
- Mortgage Lending
- Retirement
- Credit
- Wealth Accumulation
- Valuation
- Corporate Finance
- Business Planning
- Credit Analysis
- Loans
- Due Diligence
- Financial Planners
- Cash Flow
- Restructuring
- SMSF
- Mergers & Acquisitions
- Small Business
- Financial Reporting
- Life Insurance
- Tax
- Business Analysis
- Residential Mortgages
- Strategy
- Business Strategy
- Managerial Finance
- Stakeholder Management
- Executive Management
- Accounting
- Financial Audits
- Succession Planning
- Enterprise Risk Management
- Wealth Management Services
- Holistic Financial Planning
- High Net Worth Individuals
- Paraplanning
- Financial Planning
- Retirement Planning
- Superannuation
Mark Liddell Summary
- Mark Liddell, based in Melbourne, VIC, AU, is currently a Senior Superannuation Advisor at Cbus Super Fund. Mark Liddell brings experience from previous roles at Scholten Collins McKissock Wealth Management, Capture Solutions Limited, Podium Financial Services and Godfrey Pembroke Doncaster. Mark Liddell holds a 2018 - 2023 CFP @ Financial Planning Association (Australia). With a robust skill set that includes Investments, Finance, Insurance, Mutual Funds, Strategic Financial Planning and more. Mark Liddell has 3 emails on RocketReach.
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