Ben Liddicoat

Bbk Financial Planning Pty Ltd

Silver
19 Yrs Experience
Newtown, NSW 2042

Recent reviews

Bbk Financial Planning Pty Ltd

Suite 204, 1 Erskineville Rd
Newtown, NSW 2042

Opening hours

  • 10:00am – 2:00pm Saturday
  • 9:00am – 5:00pm Friday
  • 9:00am – 7:00pm Monday – Thursday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Flat fees based on time, value to client and complexity of work. All quotes given upfront for client consideration before proceeding. BBK Financial Planning has never arranged a product for sales commission, or charged a % based fee, and never will.

Licensed by

Indie Advice Pty Ltd

AFSL 511786

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.65
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Ben gave me the confidence to move from being exhausted , stressed and self employed and into retirement. I thought I still had to work several more years before I could comfortably do so. Ben did a comprehensive budget and explained that I could indeed retire comfortably as soon as I was ready to take the plunge. Ben listened to my fears and ideals and together we set up a SMSF investing in an ethical and conservative manner. I have a regular income now and I rest easy even in these troubled times knowing that my money is invested exactly how I wanted. Ben is an experienced and thoughtful independent ethical financial advisor I am very happy to recommend."

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

"I have been using Ben for over 10 years and I won’t go anywhere else. He is honest, upfront and a pleasure to deal with. Do yourself a favour and ask for Ben."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Ben has given me advice about transitioning to retirement, including re organising my super, paying down my debt and work towards a saving mindset. I am confident with his advice and appreciate his understanding of the markets."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Ben Liddicoat profile photo

Ben Liddicoat responded on February 2019

"Thanks Catherine! A pleasure to help."

Showing reviews 1—3 of 3

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Budgeting

Qualifications & Training

Certificate IV in Management

Level
4 - Certificate IV
Institution
TAFE Higher Education NSW
Completed
1994

Diploma of Financial Services

Level
5 - Diploma
Institution
ThreeSixty
Completed
2004

Professional Memberships

Profession of Independent Financial Advisers (PIFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

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

Provide a score between 1 and 5 stars

How often was Ben 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 Ben'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 Ben to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ben?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ben 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 Ben 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 Ben 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