Our Team

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Our Team

Michelle Liddle

Financial Planner

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Ken Liddle

Practice Manager

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Stephanie Zafra

Financial Planning Assistant

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Mercel Curepo

Paraplanner

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Get in Touch

Call Contact Michelle Liddle on
041 609 8671

Our Location

Cheltenham VIC 3192

Mailing Address

PO BOX 2628,
Cheltenham, VIC, 3192

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Michelle Liddle, Authorised Representative No. 001008276 and Cultivate Wealth Pty Ltd ABN 55 907 840 264,
Corporate Authorised Representative (No 001244623) of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No 449221 www.centrepointalliance.com.au/aw

This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication. Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth not its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.

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Michelle Liddle

Financial Planner

AR no: 001008276

Michelle is an experienced financial adviser, who has worked in the financial planning and mortgage broking industries since 2001.

She is passionate about helping people develop the right financial strategies to achieve their lifestyle goals.

Michelle’s personalised approach means you can depend on her to keep you informed, look after your best interests and do the work. She and her family – husband (Ken), son (Ashley) and daughter (Casey) – enjoy Melbourne’s wonderful food, culture, sport and people.

Ken Liddle

Practice Manager

Ken’s working background has been primarily with BHP and BlueScope Steel.

He’s had a 25 year career in a broad range of business roles including sales, marketing, customer service and business development.

His work experience, coupled with an Engineering Degree and an MBA, means he is an ideal person to manage our financial planning franchise.

Ken loves going to the footy (Swans supporter) and cricket with his son and wishes he was a better surfer! He is always happy to have a chat so don’t hesitate to give him a call if you have any questions.

Stephanie Zafra

Financial Planning Assistant

Stephanie graduated with a degree in Management Accounting and has been working in our team since 2019.

Stephanie assists with conducting research into client scenarios and in the implementation of the advice recommendations. Despite spending most of her time “working in the background”, she aims to make the implementation of financial advice as efficient and convenient as possible.

She loves going “on adventures”, especially travelling to picturesque places and tasting delectable foods! She enjoys her time swimming, but ironically fears an open sea…. and would like to spend more time in the mountains, but has a fear of heights!!

Mercel Curepo

Paraplanner

Mercel has a Bachelor degree in Science with a Major in Management Accounting.

Mercel is the paraplanner for our team and spends most of her time working with Michelle and preparing the “Statement of Advice” and “Record of Advice” documents. She also prepares the financial models which we use to help our clients i) compare different options when making important financial decisions and ii) how to best fund their desired lifestyle in retirement.

She finds that her job satisfaction is highest when she is doing research, analysis and writing advice documents that show how our clients financial situation can be improved.

In her spare time, she loves reading books and spending quality time with her family. She is looking forward to travelling more and can’t wait to visit Bali.