Shaun Liddicoat

Cloud Financial Planning Pty Ltd

Platinum
18 Yrs Experience
Highton, VIC 3216
Cloud Financial Planning offers a holistic financial planning service aimed at building, maintaining and protecting your wealth. Our astute client base ranges from young professionals through to those retiring with a sizeable nest egg. Our diligent and attentive financial plans have been received by many, helping them achieve their goals with a clear road map for the future.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 15
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Bachelor of Science
    • Bachelor of Finance
  • Language spoken
    • English

Cloud Financial Planning Pty Ltd

Level 1, 2a Bellevue Avenue
Highton, VIC 3216

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Liddicoat Financial Planning Pty Ltd

AFSL 519744

4.85
15 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"I am a new customer to Shaun and went to him on recommendation from a work college. He right he was!! Shaun is a great bloke, approachable, broke things down for me into terms I fully understood and gave me options I never even thought of. Shauns knowledge in his field is unbelievable, I would fully recommend him and have to anybody who was looking for assistance in money/retirement matters. He is very approachable, and available to any enquire I may have. He answers an email from me or a phone call from me within 24 hours and most often within hours. He has given me great confidence in my current position and the strategy he has recommended for me. I look forward to working with Shaun for years to come. Thank you."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun is so easy to deal with and very knowledgeable. He helped us understand our family's financial position and how to make the most of our assets and investments. Talking to him took a huge weight off our shoulders as he has given us a clear and practical strategy to follow."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having been with another Financial Adviser group previously it is great to have someone interested in what I need and reports that are not just printed off general document. Shaun is always accessible and will return calls within a day if not hours. I have recommended and will continue to recommend Shaun to anyone seeking financial advise."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'Shaun has given me advice in areas including loan products, self managed super funds and managing debt. Shaun was able to explain things to me in a clear way. Through Shaun's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Shaun's full care and attention when I needed it.'"

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We have always found Shaun's advice to be delivered thoroughly and with attention to our specific needs both now and in the future. He has given us a new thoughts on how we plan for our future and still being able to give us comfort in our choices. We go into the future with confidence, thanks Shaun!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun is very thorough with his research and takes a personal interest in our well being both financially and physically. Shaun is always ready to assist if required. Shaun is very proactive in the management of our SMSF and we like his assessments of the external economic factors that could effect or fund. His communication is conscise and factual. Shaun barracks for Collingwood which is a bit of a disappointment, but we work through it"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Shuan for approx. eight years. We have always found him to offer relevant advice and understand our goals and where we wanted to aim for our future retirement. Shaun has been able to guide us in achieving our goals. We still rely on him to help and advise us in our financial planning. Shaun gives us advice and understands US. We would recommend Shaun as he offers sound advice in all matters and is available if we need an appointment or a quick 'chat' on the phone. Maree & Chris."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shaun gives me advice and manages my retirement savings. He is easily accessable, and his advice is clear and concise. I would readily recommend him to friends"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun has taken care of our self managed super fund since I retired 8 years ago. My wife, Christine, and I have been extremely pleased with his advice and assistance with all of our financial concerns. His knowledge and expertise in investing our lump sum wisely has been wonderful. It is so satisfying to know that this important area of our lifestyle has been thoroughly planned out. Shaun's friendliness and patience when explaining all of our financial concerns has been excellent. Therefore we have and would, confidently recommend Shaun to anyone looking for a Financial Adviser that is genuinely able to work with you to formulate an individual plan that best suits your future needs."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun has given us advice in areas of self managed super funds, budgeting, investments and government bodies. Shaun always explains things in a clear way. We feel very confident of Shaun's knowledge and experience and ability to give the right advice. We receive Shaun's full attention and care when needed."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Science

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2003

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2002

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Professional Memberships

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Shaun's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Shaun able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Shaun's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Shaun to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Shaun?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Shaun provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Shaun may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Shaun Liddicoat
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens