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 4.90
  • 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