lliquidx Limited-Financial Planning

Lliquidx Limited (IlliquidX) is an innovative independent financial services boutique specialising in illiquid markets, which caters to institutional, professional and high-net-worth investors. The firm's activities concentrate in two areas: Sales & Trading and Advisory.

Lliquidx was established in 2009 as a financial services boutique providing innovative solutions to professional investors that include institutional, high net worth. IlliquidX enables clients to effectively price and trade illiquid distressed debt and credit securities and assets.

Financial Planning

• Examine and suggest financial opportunities e.g. insurance plans, investments

• Develop sound plans and budgets for clients

• Customise financial plans according to clients’ changing needs

• Help clients implement their plans and carry out transactions

• Present and sell suitable financial products and services

• Find and approach prospective clients

• Build strong relationships to retain existing clients

• Maintain updated knowledge of regulations, practices and financial products

Expected Interpersonal Learning Outcomes

• Critically analyse complex financial planning concepts

• Demonstrate fundamental skills for an effective financial planning practice

• Transform relevant information and data to critically analyse fundamental issues in the practice of financial planning

• Construct creative and innovative solutions to complex financial planning issues

• Communicate information clearly in forms appropriate for financial planning clients and other relevant stakeholders