LIAM MARK DRADY

Financial Adviser ยท North Geelong, VIC

Registered

Registration Number

001267334

Registration Status

Registered

Location

North Geelong, VIC 3215

Providing Advice Since

2018

Registration Date

05/09/2018

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

๐Ÿ“š Qualifications & Training

2010 - Bachelor of Business (Professional Accountancy) - Bachelor Degree (AQF 7) - RMIT University
2012 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.