Financial Adviser · HOBART, TAS

Liam Samuel Catchpole

HOBART, TAS

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272322

Currently at

Akumin Financial Planning

Sydney, NSW (firm address)

View firm profile

Liam Samuel Catchpole is a financial adviser based in Hobart, Tasmania, with 8 years of experience in the financial services industry since 2018. Liam is currently authorised under Akumin Financial Planning. Liam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Liam's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Bachelor of Business and Bachelor of Economics (Economic Analysis and Finance)

University of Tasmania

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2023

FPE011 Debt Strategies

Kaplan Higher Education Pty Limited

2023

Master of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

May 2023 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Sba Advice Pty Ltd

Dec 2018 - May 2023 Ceased

Source: ASIC Financial Advisers Register