LIAM WALLACE
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2008 - Taxation 301 - Other - Curtin University
2009 - Bachelor of Commerce Major in Financial Planning v1 - Bachelor Degree (AQF 7) - Curtin University
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Commercial Law - Other - Kaplan Professional
2022 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Profesional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.