Financial Planner Profile

Name: Shaun Liddicoat

Qualifications: Advanced Diploma of Financial Services

Shaun Liddicoat founded Cloud Financial Planning after finding a distinct gap between what clients wanted from a financial adviser and what they were getting in return.

Shaun believes all Australians should have the ability to obtain financial advice that is:

  • Of a high quality
  • Holistic in nature
  • Not influenced by product providers
  • Transparent

He has strongly pioneered the ability to receive financial advice via a virtual “Cloud” environment which makes obtaining financial advice accessible and affordable to all Australians.

Shaun has been helping Australians with their financial affairs since 2003. He has worked for some of Australia’s largest financial institutions including Mercer and VicSuper, prior to devoting his career to the boutique private wealth sector.

Academically he holds a Bachelor of Finance, a Bachelor of Science (Mathematics & Statistics), a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning). Having a rare academic record, which includes Degrees in both Finance and Mathematics, demonstrates Shaun’s pedigree as being one of the most sought-after advisers in the country.

He believes we all have the ability to pursue happiness and achieve financial freedom.

Shaun is married with three children. He is a family man who believes in old-fashioned family values. Apart from his family and business, Shaun’s interests include keeping fit and healthy and traveling.

Financial Planning Services:

  • Life Planning & Goal Setting
  • Strategic Advice

  

  • Investment Advice
  • Wealth Protection & Succession Planning