Damian Liddell

Contrarian Group

Gold
20 Yrs Experience
Bendigo, VIC 3550
Damian Liddell is a Certified Financial Planner™ with over 15 years experience in the Financial Planning industry. Damian is an accredited Self Managed Super Fund Specialist Adviser™ and a registered Tax (Financial) Adviser with the Tax Practitioners Board of Australia. Damian provides holistic financial planning advice and is passionate about providing advice that truly adds value to help his clients achieve their goals. Damian works on a pure flat fee for service basis and specialises in working with clients both pre and post retirement as well as people in the wealth creation phase.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Contrarian Group

Level 2, 41 Mundy St
Bendigo, VIC 3550

Licensed by

Contrarian Advisory Services Pty Ltd

AFSL 523228

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We met with Damian and found him to be absolutely brilliant. He asked the right questions to get a good feel of where we were at and where we were heading. He offered advice based on our current situation and we found it reassuring that he did not try to push any products onto us or force us down a path we were not comfortable with. We are very happy with the advice he provided and we couldn't recommend his services enough."

  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Prompt and accurate advice"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian is very attentive to detail and more than happy to help in any way he can. He is very easy to work with and I feel comfortable and trusting in his knowledge."

  • Government Assistance
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian is great to speak to, always gives the best advice and honest advice as well. A great person to deal with and I highly recommend him."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian is honest and transparent. Extremely pragmatic when dealing with my partner and I and sensitive to our needs. Damian is thorough and responsive, and importantly in a tough environment we have had reasonable returns"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian is very thorough and explains matters so that I understand everything. Always gives me a copy of all we have discussed...he has always been able to answer any question put to him."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Damian is always able to be reached and looks after us well. He is very knowledgeable in financial matters and imparts this knowledge in layman terms."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2019

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2001

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2013

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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