Ben Liddicoat
Bbk Financial Planning Pty Ltd
Recent reviews
Bbk Financial Planning Pty Ltd
Suite 204, 1 Erskineville RdNewtown, 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
- Number of reviews 3
- First year providing advice 2003
- Years of experience 19
-
Highest qualification
- Diploma of Financial Services
-
Language spoken
- English
Expertise
My fees
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
Sort by
Allison, 56 - 65 years, Hurlstone Park, NSW
"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
Troy, 35 - 45 years, Carramar, WA
"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
Catherine, 56 - 65 years, Dulwich Hill, NSW
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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