Liam Catchpole
About Me
Liam is proud to be a Tasmanian native and has been working in the Financial Advice Industry since 2018. After completing his Bachelor of Business (Finance) and Economics (Economic Analysis) at the University of Tasmania, Liam knew he wanted to help people manage their finances as a career. His main focus is empowering his clients to make smart financial decisions that align with their desired lifestyle and future goals. Liam provides coaching, advice, and guidance to ensure his clients have control over their cash flow, debt management, and effective wealth-building and protection strategies.
Liam's commitment to his profession is evident through his pursuit of further education. He has completed his Graduate Diploma of Financial Planning and passed the mandatory FASEA Adviser Exam. He also aims to obtain his Master of Financial Planning and Certified Financial Planner designations by mid-2023.
Recently, Liam joined Invest Blue as a Financial Adviser because he found that the company's values aligned well with his own. He thrives in a fast-paced and dynamic team environment and is dedicated to helping others succeed around him.
Liam strongly believes in maintaining a work-life balance. During his free time, he enjoys surfing at various breaks around Tasmania, staying fit at the gym, or winding down with friends watching the football (AFL).
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 6 Years
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Licensed By Amp Financial Planning Pty Limited